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JPMorgan UK Small Cap Growth &ome (LSE:JUGI) 12-1 Month Momentum % : 14.98% (As of May. 25, 2024)


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What is JPMorgan UK Small Cap Growth &ome 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 (2024-05-25), JPMorgan UK Small Cap Growth &ome's 12-1 Month Momentum % is 14.98%.

The industry rank for JPMorgan UK Small Cap Growth &ome's 12-1 Month Momentum % or its related term are showing as below:

LSE:JUGI's 12-1 Month Momentum % is ranked better than
75.58% of 1728 companies
in the Asset Management industry
Industry Median: 2.635 vs LSE:JUGI: 14.98

Competitive Comparison of JPMorgan UK Small Cap Growth &ome's 12-1 Month Momentum %

For the Asset Management subindustry, JPMorgan UK Small Cap Growth &ome'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.


JPMorgan UK Small Cap Growth &ome's 12-1 Month Momentum % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan UK Small Cap Growth &ome's 12-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where JPMorgan UK Small Cap Growth &ome's 12-1 Month Momentum % falls into.



JPMorgan UK Small Cap Growth &ome  (LSE:JUGI) 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.


JPMorgan UK Small Cap Growth &ome  (LSE:JUGI) 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.


JPMorgan UK Small Cap Growth &ome 12-1 Month Momentum % Related Terms

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JPMorgan UK Small Cap Growth &ome (LSE:JUGI) Business Description

Traded in Other Exchanges
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan UK Smaller Companies Investment Trust PLC is an investment trust company. Its investment objective is to achieve capital growth from UK listed smaller companies by out-performance of the company's benchmark index, the FTSE Small Cap Index and a rising share price over the longer term by taking carefully controlled risks. In order to achieve its objective, the company invests in a diversified portfolio of small companies, emphasizing capital rather than income growth. The company manages its risk relative to its benchmark index by limiting the active portfolio exposure to stocks and sectors. It mainly invests in smaller companies which tend to be more volatile than larger companies.

JPMorgan UK Small Cap Growth &ome (LSE:JUGI) Headlines

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