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JPMorgan Global Core Real Assets (LSE:JARA) 5-Year Yield-on-Cost % : 5.28 (As of Dec. 11, 2024)


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What is JPMorgan Global Core Real Assets 5-Year Yield-on-Cost %?

JPMorgan Global Core Real Assets's yield on cost for the quarter that ended in Aug. 2024 was 5.28.


The historical rank and industry rank for JPMorgan Global Core Real Assets's 5-Year Yield-on-Cost % or its related term are showing as below:

LSE:JARA' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.72   Med: 3.96   Max: 6.46
Current: 5.28


During the past 5 years, JPMorgan Global Core Real Assets's highest Yield on Cost was 6.46. The lowest was 0.72. And the median was 3.96.


LSE:JARA's 5-Year Yield-on-Cost % is ranked worse than
54.2% of 1179 companies
in the Asset Management industry
Industry Median: 5.8 vs LSE:JARA: 5.28

Competitive Comparison of JPMorgan Global Core Real Assets's 5-Year Yield-on-Cost %

For the Asset Management subindustry, JPMorgan Global Core Real Assets'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 Global Core Real Assets's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan Global Core Real Assets's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where JPMorgan Global Core Real Assets's 5-Year Yield-on-Cost % falls into.



JPMorgan Global Core Real Assets 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 Global Core Real Assets is calculated as

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

JPMorgan Global Core Real Assets  (LSE:JARA) 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 Global Core Real Assets 5-Year Yield-on-Cost % Related Terms

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JPMorgan Global Core Real Assets Business Description

Traded in Other Exchanges
Address
La Charroterie, Level 3, Mill Court, Saint Peter Port, GGY, GY1 1EJ
JPMorgan Global Core Real Assets Ltd is a closed-ended investment company. Its investment objective is to provide shareholders with stable income and capital appreciation from exposure to a globally diversified portfolio of Core Real Assets. Its portfolio spans the entire scope of core real assets, namely Infrastructure (Utilities, Bulk Storage, Fixed Transport, Energy); Transportation (Maritime, Aviation, Energy Logistics, Rail); and Real Estate (Retail, Office, Industrial, Residential).

JPMorgan Global Core Real Assets Headlines

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