As of June 5, 2025, JPMorgan Mid Cap Investment Trust PLC (JMF.L) reports a ROE (Return on Equity) of 6.56%.
ROE (Return on Equity) measures how well a company generates profits from shareholders' investments, indicating equity efficiency.
Historical Trend of JPMorgan Mid Cap Investment Trust PLC's ROE (Return on Equity)
Over recent years, JPMorgan Mid Cap Investment Trust PLC's ROE (Return on Equity) has shown significant volatility. The table below summarizes the historical values:
| Date | ROE (Return on Equity) |
|---|---|
| 2023-06-30 | 6.56% |
| 2022-06-30 | -45.41% |
| 2021-06-30 | 32.86% |
| 2020-06-30 | -16.89% |
| 2019-06-30 | -7.68% |
This slight downward trend highlights how JPMorgan Mid Cap Investment Trust PLC manages its efficiency in generating profits from shareholders' equity over time.
Comparing JPMorgan Mid Cap Investment Trust PLC's ROE (Return on Equity) to Peers
To better understand JPMorgan Mid Cap Investment Trust PLC's position, it's useful to compare its ROE (Return on Equity) against industry peers. Below are selected comparisons:
| Company | ROE (Return on Equity) |
|---|---|
| JPMorgan Mid Cap Investment Trust PLC (JMF.L) | 6.56% |
| Evli Oyj (EVLI.HE) | 29.94% |
| Aberdeen Standard Equity Income Trust PLC (ASEI.L) | 29.91% |
| Tatton Asset Management PLC (TAM.L) | 29.86% |
| Polar Capital Global Financials Trust PLC (PCFT.L) | 26.14% |
| Symphony International Holdings Ltd (SIHL.L) | 12.96% |
Compared to its competitors, JPMorgan Mid Cap Investment Trust PLC's ROE (Return on Equity) is about average compared to peers, reflecting standard industry returns on equity investment.