GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » JPMorgan Global Growth & Income PLC (LSE:JGGI) » Definitions » 5-Year Yield-on-Cost %

JPMorgan Global Growth &ome (LSE:JGGI) 5-Year Yield-on-Cost % : 4.69 (As of Jun. 18, 2024)


View and export this data going back to 1968. Start your Free Trial

What is JPMorgan Global Growth &ome 5-Year Yield-on-Cost %?

JPMorgan Global Growth &ome's yield on cost for the quarter that ended in Dec. 2023 was 4.69.


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

LSE:JGGI' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.52   Med: 4.41   Max: 7.01
Current: 4.69


During the past 13 years, JPMorgan Global Growth &ome's highest Yield on Cost was 7.01. The lowest was 1.52. And the median was 4.41.


LSE:JGGI's 5-Year Yield-on-Cost % is ranked worse than
59.74% of 1217 companies
in the Asset Management industry
Industry Median: 5.92 vs LSE:JGGI: 4.69

Competitive Comparison of JPMorgan Global Growth &ome's 5-Year Yield-on-Cost %

For the Asset Management subindustry, JPMorgan Global Growth &ome'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 Growth &ome's 5-Year Yield-on-Cost % Distribution in the Asset Management Industry

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

* The bar in red indicates where JPMorgan Global Growth &ome's 5-Year Yield-on-Cost % falls into.



JPMorgan Global Growth &ome 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 Growth &ome is calculated as

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

JPMorgan Global Growth &ome  (LSE:JGGI) 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 Growth &ome 5-Year Yield-on-Cost % Related Terms

Thank you for viewing the detailed overview of JPMorgan Global Growth &ome's 5-Year Yield-on-Cost % provided by GuruFocus.com. Please click on the following links to see related term pages.


JPMorgan Global Growth &ome (LSE:JGGI) Business Description

Traded in Other Exchanges
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan Global Growth & Income PLC is an investment trust company. Its main objective is to gain capital growth from world stock markets. The company seeks to manage risk and invests in a diversified portfolio of companies. It focuses on building a high conviction portfolio of typically 50-90 stocks and it adopts bottom-up stock selection instead of geographical or sector allocation. It uses borrowing to gear the portfolio within a range of 5% cash to 20% geared under normal market conditions. The company evaluates its performance against the MSCI All Countries World Index in sterling terms. It holds a diversified portfolio of various sectors including Consumer Discretionary, Financials, Health Care, Information Technology, Industrials, and others.

JPMorgan Global Growth &ome (LSE:JGGI) Headlines

No Headlines