JPEL Private Equity Ltd (JPEL.L)
JPEL Private Equity Limited is a fund specializing in direct, secondary direct, and fund of funds investments. The fund primarily invests in buyout funds, venture capital funds, and special situation funds. It typically invests throughout the world, with a focus on Europe, North America, and Asia. For its direct investments, the fund prefers to co-invest alongside private equity sponsors.
Company Info
| ISIN | GG00BMFD2F62 |
|---|---|
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | $1.59B |
|---|---|
| EPS (TTM) | -$0.26 |
| Total Revenue (TTM) | -$123.00K |
| Gross Profit (TTM) | -$367.00K |
| EBITDA (TTM) | -$2.73M |
| Year Range | $0.73 - $1.04 |
| Target Price | $110.35 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: JPEL.L vs. GCL.L, JPEL.L vs. AAPL, JPEL.L vs. SCHD, JPEL.L vs. IWDA.L, JPEL.L vs. ARCC, JPEL.L vs. IYW
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPEL Private Equity Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JPEL Private Equity Ltd had a return of -24.23% year-to-date (YTD) and -28.99% in the last 12 months. Over the past 10 years, JPEL Private Equity Ltd had an annualized return of -0.78%, while the S&P 500 had an annualized return of 10.85%, indicating that JPEL Private Equity Ltd did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -24.23% | 17.79% |
| 1 month | -10.37% | 0.18% |
| 6 months | -19.23% | 7.53% |
| 1 year | -28.99% | 26.42% |
| 5 years (annualized) | -11.66% | 13.48% |
| 10 years (annualized) | -0.78% | 10.85% |
Monthly Returns
The table below presents the monthly returns of JPEL.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.03% | -1.56% | -3.70% | -1.65% | -0.56% | -1.12% | -5.11% | -1.80% | -24.23% | ||||
| 2023 | 0.66% | 0.00% | -4.82% | -0.46% | 0.00% | 0.00% | -2.78% | 0.00% | -1.43% | -2.42% | -1.49% | -2.51% | -14.35% |
| 2022 | -8.50% | 1.07% | 0.00% | -0.71% | -0.71% | -3.58% | -2.97% | 0.00% | -3.45% | -0.79% | -4.00% | -5.62% | -25.98% |
| 2021 | 0.44% | 0.88% | 0.00% | 10.53% | 7.94% | 0.00% | 21.32% | -5.15% | -1.28% | 0.65% | -3.54% | 2.00% | 36.00% |
| 2020 | 0.39% | -1.15% | -18.68% | 0.96% | -2.37% | 4.76% | -0.37% | -1.40% | -1.79% | -0.10% | 17.79% | -8.16% | -13.13% |
| 2019 | -1.01% | -0.99% | 0.21% | 0.10% | 0.34% | -2.05% | -2.45% | -0.36% | -2.16% | -2.21% | -1.50% | -1.15% | -12.50% |
| 2018 | 3.66% | -0.68% | 1.03% | -0.10% | -2.41% | -0.69% | 0.45% | -0.07% | 5.19% | -0.99% | -0.67% | -0.34% | 4.23% |
| 2017 | 7.31% | -1.17% | 0.20% | 0.68% | -2.04% | 0.30% | 1.29% | 0.78% | 4.09% | 1.50% | 3.87% | 0.71% | 18.58% |
| 2016 | -0.00% | -2.39% | -0.27% | 3.00% | -0.26% | 2.53% | -1.69% | 5.00% | 3.76% | 8.70% | -0.33% | 6.80% | 27.06% |
| 2015 | 5.99% | 3.61% | 3.07% | 3.12% | -0.14% | 5.53% | 3.62% | -3.74% | -7.75% | 11.92% | -4.48% | -4.43% | 15.64% |
| 2014 | 2.22% | -2.17% | 1.70% | 0.51% | 3.02% | 0.65% | 0.82% | -0.81% | 2.91% | 0.94% | 0.15% | 1.41% | 11.83% |
| 2013 | 5.91% | -0.37% | -2.61% | 5.75% | 9.59% | -3.80% | 0.00% | -0.34% | -4.48% | 1.44% | 1.78% | 1.93% | 14.77% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JPEL.L is 4, indicating that it is in the bottom 4% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPEL Private Equity Ltd (JPEL.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the JPEL Private Equity Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPEL Private Equity Ltd was 68.59%, occurring on Dec 5, 2012. The portfolio has not yet recovered.
The current JPEL Private Equity Ltd drawdown is 60.27%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.59% | Aug 22, 2008 | 767 | Dec 5, 2012 | — | — | — |
| -23.92% | May 18, 2007 | 48 | Aug 16, 2007 | 67 | May 22, 2008 | 115 |
| -9.59% | Jun 5, 2008 | 12 | Jul 16, 2008 | 6 | Aug 11, 2008 | 18 |
| -5.26% | Jun 8, 2006 | 2 | Jun 13, 2006 | 6 | Sep 28, 2006 | 8 |
| -4.83% | Feb 5, 2007 | 8 | Mar 21, 2007 | 7 | Apr 12, 2007 | 15 |
Volatility
Volatility Chart
The current JPEL Private Equity Ltd volatility is 4.39%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for JPEL Private Equity Ltd.
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