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Jupiter Dividend & Growth Trust (LSE:JDTZ.PFD) 12-1 Month Momentum % : 16.67% (As of Dec. 14, 2024)


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What is Jupiter Dividend & Growth Trust 12-1 Month Momentum %?

12-1 Month Momentum % is the total return of the stock from 12-month ago to 1-month ago. As of today (2024-12-14), Jupiter Dividend & Growth Trust's 12-1 Month Momentum % is 16.67%.

The industry rank for Jupiter Dividend & Growth Trust's 12-1 Month Momentum % or its related term are showing as below:

LSE:JDTZ.PFD's 12-1 Month Momentum % is not ranked
in the Asset Management industry.
Industry Median: 6.47 vs LSE:JDTZ.PFD: 16.67

Competitive Comparison of Jupiter Dividend & Growth Trust's 12-1 Month Momentum %

For the Asset Management subindustry, Jupiter Dividend & Growth Trust's 12-1 Month Momentum %, along with its competitors' market caps and 12-1 Month Momentum % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Jupiter Dividend & Growth Trust's 12-1 Month Momentum % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Jupiter Dividend & Growth Trust's 12-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Jupiter Dividend & Growth Trust's 12-1 Month Momentum % falls into.



Jupiter Dividend & Growth Trust  (LSE:JDTZ.PFD) 12-1 Month Momentum % Calculation

12-1 Month Momentum % is calculated as following:

12-1 Month Momentum %=( Price 1-month ago / Price 12-month ago - 1 ) * 100 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Jupiter Dividend & Growth Trust  (LSE:JDTZ.PFD) 12-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 12-1 Month Momentum % measures the total return to a stock over the past twelve months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.


Jupiter Dividend & Growth Trust 12-1 Month Momentum % Related Terms

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Jupiter Dividend & Growth Trust Business Description

Traded in Other Exchanges
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Address
Jupiter Dividend & Growth Trust PLC operates as an investment trust. The company's investment objective is to provide Ordinary Income and Common shareholders with a high and rising income together with the possibility of capital appreciation and to provide Zero Dividend Preference and Common shareholders with a predetermined level of capital growth. The Company's investment policy is to invest in a portfolio of UK listed equities, UK equity-related securities such as convertible securities, preference shares, convertible unsecured loan stock, warrants and other similar securities and UK fixed interest securities.

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