BNKR.L vs. JGGI.L
BNKR.L (Bankers Investment Trust) and JGGI.L (JP Morgan Global Growth & Income plc) are both stocks. Both operate in the Collective Investments industry within the Financial Services sector. Over the past 10 years, BNKR.L returned 24.19%/yr vs 15.12%/yr for JGGI.L. A 0.52 correlation means they provide meaningful diversification when combined.
Performance
BNKR.L vs. JGGI.L - Performance Comparison
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Returns By Period
In the year-to-date period, BNKR.L achieves a 12.09% return, which is significantly higher than JGGI.L's 6.17% return. Over the past 10 years, BNKR.L has outperformed JGGI.L with an annualized return of 24.19%, while JGGI.L has yielded a comparatively lower 15.12% annualized return.
BNKR.L
- 1D
- -1.47%
- 1M
- 3.65%
- YTD
- 12.09%
- 6M
- 11.93%
- 1Y
- 29.68%
- 3Y*
- 16.46%
- 5Y*
- 7.62%
- 10Y*
- 24.19%
JGGI.L
- 1D
- -0.42%
- 1M
- 2.43%
- YTD
- 6.17%
- 6M
- 6.91%
- 1Y
- 17.12%
- 3Y*
- 12.75%
- 5Y*
- 11.26%
- 10Y*
- 15.12%
BNKR.L vs. JGGI.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BNKR.L Bankers Investment Trust | 12.09% | 18.48% | 15.06% | 6.07% | -17.75% | 18.89% | 38.99% | 60.55% | 12.05% | 60.78% |
JGGI.L JP Morgan Global Growth & Income plc | 6.17% | 2.93% | 19.85% | 22.62% | -4.97% | 24.82% | 15.81% | 26.22% | -10.15% | 24.11% |
Correlation
The correlation between BNKR.L and JGGI.L is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.73 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.61 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 2006 | 0.52 |
Over the past year, BNKR.L and JGGI.L have become more correlated (0.78) than their long-term average of 0.52, meaning their price movements have been converging.
Fundamentals
BNKR.L:
£474.75M
JGGI.L:
£745.17M
BNKR.L:
£468.53M
JGGI.L:
£731.17M
BNKR.L:
£281.31M
JGGI.L:
£362.51M
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Return for Risk
BNKR.L vs. JGGI.L — Risk / Return Rank
BNKR.L
JGGI.L
BNKR.L vs. JGGI.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bankers Investment Trust (BNKR.L) and JP Morgan Global Growth & Income plc (JGGI.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BNKR.L | JGGI.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.99 | ||
| Sortino ratioReturn per unit of downside risk | +1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.24 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.57 | 2.06 | +1.51 |
| Martin ratioReturn relative to average drawdown | 14.26 | 7.22 | +7.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BNKR.L | JGGI.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.32 | 1.33 | +0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.68 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.28 | 0.76 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.42 | 0.75 | +0.67 |
Drawdowns
BNKR.L vs. JGGI.L - Drawdown Comparison
The maximum BNKR.L drawdown since its inception was -32.52%, smaller than the maximum JGGI.L drawdown of -41.01%. Use the drawdown chart below to compare losses from any high point for BNKR.L and JGGI.L.
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Drawdown Indicators
| BNKR.L | JGGI.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.52% | -41.01% | +8.49% |
Max Drawdown (1Y)Largest decline over 1 year | -8.27% | -8.26% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -20.09% | -20.49% | +0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -24.43% | -20.49% | -3.94% |
Max Drawdown (10Y)Largest decline over 10 years | -32.52% | -38.54% | +6.02% |
Current DrawdownCurrent decline from peak | -2.38% | -0.67% | -1.71% |
Average DrawdownAverage peak-to-trough decline | -4.62% | -4.98% | +0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 2.36% | -0.28% |
Volatility
BNKR.L vs. JGGI.L - Volatility Comparison
Bankers Investment Trust (BNKR.L) has a higher volatility of 3.82% compared to JP Morgan Global Growth & Income plc (JGGI.L) at 2.81%. This indicates that BNKR.L's price experiences larger fluctuations and is considered to be riskier than JGGI.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BNKR.L | JGGI.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.82% | 2.81% | +1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 9.55% | 9.49% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.73% | 12.84% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.37% | 16.66% | -1.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 19.80% | -0.87% |
Dividends
BNKR.L vs. JGGI.L - Dividend Comparison
BNKR.L's dividend yield for the trailing twelve months is around 1.87%, less than JGGI.L's 3.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNKR.L Bankers Investment Trust | 1.87% | 2.05% | 2.33% | 2.44% | 2.30% | 5.73% | 19.45% | 20.67% | 24.93% | 20.90% | 24.08% | 27.51% |
JGGI.L JP Morgan Global Growth & Income plc | 3.85% | 3.99% | 3.55% | 3.52% | 3.99% | 3.23% | 3.39% | 3.69% | 4.32% | 3.17% | 1.96% | 8.39% |
Financials
BNKR.L vs. JGGI.L - Financials Comparison
This section allows you to compare key financial metrics between Bankers Investment Trust and JP Morgan Global Growth & Income plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BNKR.L vs. JGGI.L - Profitability Comparison
BNKR.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bankers Investment Trust reported a gross profit of 278.62M and revenue of 284.84M. Therefore, the gross margin over that period was 97.8%.
JGGI.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JP Morgan Global Growth & Income plc reported a gross profit of 292.64M and revenue of 298.95M. Therefore, the gross margin over that period was 97.9%.
BNKR.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bankers Investment Trust reported an operating income of 281.31M and revenue of 284.84M, resulting in an operating margin of 98.8%.
JGGI.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JP Morgan Global Growth & Income plc reported an operating income of 291.71M and revenue of 298.95M, resulting in an operating margin of 97.6%.
BNKR.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bankers Investment Trust reported a net income of 278.22M and revenue of 284.84M, resulting in a net margin of 97.7%.
JGGI.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JP Morgan Global Growth & Income plc reported a net income of 286.11M and revenue of 298.95M, resulting in a net margin of 95.7%.
Frequently Asked Questions
BNKR.L and JGGI.L have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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