GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » JPMorgan Claverhouse Investment Trust PLC (LSE:JCH) » Definitions » 12-1 Month Momentum %

JPMorgan Claverhouse Investment Trust (LSE:JCH) 12-1 Month Momentum % : 2.06% (As of May. 14, 2024)


View and export this data going back to 1963. Start your Free Trial

What is JPMorgan Claverhouse Investment Trust 12-1 Month Momentum %?

12-1 Month Momentum % is the total return of the stock from 12-month ago to 1-month ago. As of today (2024-05-14), JPMorgan Claverhouse Investment Trust's 12-1 Month Momentum % is 2.06%.

The industry rank for JPMorgan Claverhouse Investment Trust's 12-1 Month Momentum % or its related term are showing as below:

LSE:JCH's 12-1 Month Momentum % is ranked better than
51.58% of 1739 companies
in the Asset Management industry
Industry Median: 1.47 vs LSE:JCH: 2.06

Competitive Comparison of JPMorgan Claverhouse Investment Trust's 12-1 Month Momentum %

For the Asset Management subindustry, JPMorgan Claverhouse Investment Trust's 12-1 Month Momentum %, along with its competitors' market caps and 12-1 Month Momentum % 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 Claverhouse Investment Trust's 12-1 Month Momentum % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, JPMorgan Claverhouse Investment Trust's 12-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where JPMorgan Claverhouse Investment Trust's 12-1 Month Momentum % falls into.



JPMorgan Claverhouse Investment Trust  (LSE:JCH) 12-1 Month Momentum % Calculation

12-1 Month Momentum % is calculated as following:

12-1 Month Momentum %=( Price 1-month ago / Price 12-month ago - 1 ) * 100 %

* 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.


JPMorgan Claverhouse Investment Trust  (LSE:JCH) 12-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 12-1 Month Momentum % measures the total return to a stock over the past twelve months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.


JPMorgan Claverhouse Investment Trust 12-1 Month Momentum % Related Terms

Thank you for viewing the detailed overview of JPMorgan Claverhouse Investment Trust's 12-1 Month Momentum % provided by GuruFocus.com. Please click on the following links to see related term pages.


JPMorgan Claverhouse Investment Trust (LSE:JCH) Business Description

Traded in Other Exchanges
Address
60 Victoria Embankment, London, GBR, EC4Y 0JP
JPMorgan Claverhouse Investment Trust PLC is a UK-based investment trust company. The company aims to provide a combination of capital and income growth from investments made in the UK market. Its portfolio consists of between 60 and 80 individual stocks. The company focuses upon investing not more than 15% of gross assets in any individual investment and also investing no more than 15% of gross assets in the other UK listed investment companies. It uses short and long term gearing to increase potential returns to shareholders. The company adopts a diversified portfolio of investments which consists of various sectors such as Financials, Consumer Goods, Consumer Services, Oil and Gas, Telecommunications, and Technology. Its revenue consists of income from investments made.

JPMorgan Claverhouse Investment Trust (LSE:JCH) Headlines

No Headlines