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JPMorgan Indian Investment Trust (LSE:JII) 3-Year RORE % : 10.29% (As of Mar. 2024)


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What is JPMorgan Indian Investment Trust 3-Year RORE %?

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. JPMorgan Indian Investment Trust's 3-Year RORE % for the quarter that ended in Mar. 2024 was 10.29%.

The industry rank for JPMorgan Indian Investment Trust's 3-Year RORE % or its related term are showing as below:

LSE:JII's 3-Year RORE % is ranked better than
66.89% of 1525 companies
in the Asset Management industry
Industry Median: -28.41 vs LSE:JII: 10.29

JPMorgan Indian Investment Trust 3-Year RORE % Historical Data

The historical data trend for JPMorgan Indian Investment Trust's 3-Year RORE % can be seen below:

* 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.

* Premium members only.

JPMorgan Indian Investment Trust 3-Year RORE % Chart

JPMorgan Indian Investment Trust Annual Data
Trend Sep14 Sep15 Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 20.11 61.31 83.22 79.55 -81.75

JPMorgan Indian Investment Trust Semi-Annual Data
Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24
3-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 217.95 79.55 -72.09 -81.75 10.29

Competitive Comparison of JPMorgan Indian Investment Trust's 3-Year RORE %

For the Asset Management subindustry, JPMorgan Indian Investment Trust's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 Indian Investment Trust's 3-Year RORE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan Indian Investment Trust's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where JPMorgan Indian Investment Trust's 3-Year RORE % falls into.



JPMorgan Indian Investment Trust 3-Year RORE % Calculation

JPMorgan Indian Investment Trust's 3-Year RORE % for the quarter that ended in Mar. 2024 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 1.539-1.263 )/( 2.682-0 )
=0.276/2.682
=10.29 %

* 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.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2024 and 3-year before.


JPMorgan Indian Investment Trust  (LSE:JII) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


JPMorgan Indian Investment Trust 3-Year RORE % Related Terms

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JPMorgan Indian Investment Trust Business Description

Traded in Other Exchanges
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan Indian Investment Trust PLC is an investment trust which focuses purely on Indian companies, providing access to India's long-term growth potential through locally based investment expertise. Its investment objective is to achieve capital growth from investments in India. In seeking to achieve this objective the company employs JPMF to actively manage the company's assets. The company aims to outperform the MSCI India Index. The Fund invests in both Indian and non-Indian companies which derive a material part of their revenues from India.

JPMorgan Indian Investment Trust Headlines

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