JPMorgan US Smaller IT (LSE:JUSC) 1-Year Sharpe Ratio: 0.26 (As of Aug. 30, 2026)

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LSE:JUSC JPMorgan US Smaller Companies IT PLC LSE:JUSC
33 GF Score
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What is JPMorgan US Smaller IT 1-Year Sharpe Ratio?

JPMorgan US Smaller IT LSE:JUSC +0.69% 33 1-Year Sharpe Ratio is 0.26 as of Aug. 30, 2026. GuruFocus rates LSE:JUSC with a GF Score™ of 33/100. The stock has 3 warning signs investors should review.

The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-08-30), JPMorgan US Smaller IT's 1-Year Sharpe Ratio is 0.26.

JPMorgan US Smaller IT  (LSE:JUSC) 1-Year Sharpe Ratio Explanation

The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

JPMorgan US Smaller IT 1-Year Sharpe Ratio Related Terms

LSE:JUSC vs BLK, BX, KKR: 1-Year Sharpe Ratio Comparison

For the Asset Management subindustry, JPMorgan US Smaller IT's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio 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 US Smaller IT 1-Year Sharpe Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan US Smaller IT's 1-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where JPMorgan US Smaller IT's 1-Year Sharpe Ratio falls into.


LSE:JUSC
33GF Score
JPMorgan US Smaller Companies IT PLC LSE:JUSC
1-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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JPMorgan US Smaller IT 1-Year Sharpe Ratio Calculation

The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.

Frequently Asked Questions Learn more about 1-Year Sharpe Ratio →
What does a 1-Year Sharpe Ratio of 0.26 mean?
JPMorgan US Smaller IT (LSE:JUSC) has a 1-Year Sharpe Ratio of 0.26 as of Aug. 30, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for JPMorgan US Smaller IT and its competitors.
Is JPMorgan US Smaller IT's 1-Year Sharpe Ratio too high?
JPMorgan US Smaller IT's current 1-Year Sharpe Ratio is 0.26. Overall, JPMorgan US Smaller IT has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan US Smaller IT's 1-Year Sharpe Ratio compare to BLK and BX?
JPMorgan US Smaller IT's 1-Year Sharpe Ratio of 0.26 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for an Asset Management company?
A good 1-Year Sharpe Ratio depends on the Asset Management industry context. However, 1-Year Sharpe Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for JPMorgan US Smaller IT and its competitors. JPMorgan US Smaller IT's current 1-Year Sharpe Ratio is 0.26. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan US Smaller IT stock overvalued right now?
JPMorgan US Smaller IT (LSE:JUSC) has a current 1-Year Sharpe Ratio of 0.26. The current 1-Year Sharpe Ratio is 0.26. JPMorgan US Smaller IT's overall GF Score™ is 33/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For JPMorgan US Smaller IT (LSE:JUSC), the current 1-Year Sharpe Ratio is 0.26 as of Aug. 30, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

JPMorgan US Smaller IT Business Description

Address 60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan US Smaller Companies IT PLC is a UK-based investment company. It aims to achieve capital growth by investing in U.S. smaller companies. The company invests in a diversified portfolio and employs a manager with a focus on research and identifying attractive stocks in the U.S. smaller companies' universe. It reviews its performance against the Russell 2000 Index total return with net dividends reinvested, expressed in sterling terms which represent smaller companies' index, and is rebalanced annually to represent the bottom 10% by market capitalization of all quoted companies in the U.S.
33GF Score

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1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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