As of June 4, 2025, JPMorgan Mid Cap Investment Trust PLC (JMF.L) reports a ROA (Return on Assets) of 5.93%.
ROA (Return on Assets) evaluates how effectively a company turns its assets into profits, showcasing resource utilization.
Historical Trend of JPMorgan Mid Cap Investment Trust PLC's ROA (Return on Assets)
Over recent years, JPMorgan Mid Cap Investment Trust PLC's ROA (Return on Assets) has shown significant volatility. The table below summarizes the historical values:
| Date | ROA (Return on Assets) |
|---|---|
| 2023-06-30 | 5.93% |
| 2022-06-30 | -39.22% |
| 2021-06-30 | 29.01% |
| 2020-06-30 | -15.56% |
| 2019-06-30 | -7.17% |
This slight downward trend highlights how JPMorgan Mid Cap Investment Trust PLC manages its efficiency in using assets to generate earnings over time.
Comparing JPMorgan Mid Cap Investment Trust PLC's ROA (Return on Assets) to Peers
To better understand JPMorgan Mid Cap Investment Trust PLC's position, it's useful to compare its ROA (Return on Assets) against industry peers. Below are selected comparisons:
| Company | ROA (Return on Assets) |
|---|---|
| JPMorgan Mid Cap Investment Trust PLC (JMF.L) | 5.93% |
| Aberdeen Standard Equity Income Trust PLC (ASEI.L) | 25.79% |
| Tatton Asset Management PLC (TAM.L) | 24.63% |
| Polar Capital Global Financials Trust PLC (PCFT.L) | 23.12% |
| Symphony International Holdings Ltd (SIHL.L) | 12.53% |
| Evli Oyj (EVLI.HE) | 12.36% |
Compared to its competitors, JPMorgan Mid Cap Investment Trust PLC's ROA (Return on Assets) is about average compared to peers, indicating typical asset efficiency for the industry.