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JPMorgan American Investment Trust (LSE:JAM) 5-Year Yield-on-Cost % : 0.99 (As of May. 05, 2024)


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What is JPMorgan American Investment Trust 5-Year Yield-on-Cost %?

JPMorgan American Investment Trust's yield on cost for the quarter that ended in Dec. 2023 was 0.99.


The historical rank and industry rank for JPMorgan American Investment Trust's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:JAM' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.9   Med: 1.33   Max: 2.2
Current: 0.99


During the past 13 years, JPMorgan American Investment Trust's highest Yield on Cost was 2.20. The lowest was 0.90. And the median was 1.33.


LSE:JAM's 5-Year Yield-on-Cost % is ranked worse than
93.32% of 1212 companies
in the Asset Management industry
Industry Median: 5.99 vs LSE:JAM: 0.99

Competitive Comparison of JPMorgan American Investment Trust's 5-Year Yield-on-Cost %

For the Asset Management subindustry, JPMorgan American Investment Trust's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 American Investment Trust's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan American Investment Trust's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where JPMorgan American Investment Trust's 5-Year Yield-on-Cost % falls into.



JPMorgan American Investment Trust 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of JPMorgan American Investment Trust is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5

JPMorgan American Investment Trust  (LSE:JAM) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


JPMorgan American Investment Trust 5-Year Yield-on-Cost % Related Terms

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JPMorgan American Investment Trust (LSE:JAM) Business Description

Traded in Other Exchanges
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan American Investment Trust PLC is a UK-based investment trust company. Its investment objective is to provide shareholders with capital growth from North American investments. The company seeks to achieve determined objectives and to manage risk by investing in the diversified portfolio of quoted companies, including smaller capitalization stocks and pooled funds. It may use various appropriate investment policies such as short and long-term gearing, hedging the currency risk in respect of sterling debenture to increase potential returns to shareholders. The company reviews its performance against its benchmark S&P 500 Index, expressed in sterling total return terms.

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