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BRIG.L vs. JGGI.L
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BRIG.L and JGGI.L is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

BRIG.L vs. JGGI.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Income and Growth Investment Trust plc (BRIG.L) and JP Morgan Global Growth & Income plc (JGGI.L). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-0.13%
1.13%
BRIG.L
JGGI.L

Key characteristics

Sharpe Ratio

BRIG.L:

0.89

JGGI.L:

0.80

Sortino Ratio

BRIG.L:

1.47

JGGI.L:

1.20

Omega Ratio

BRIG.L:

1.22

JGGI.L:

1.15

Calmar Ratio

BRIG.L:

2.06

JGGI.L:

1.24

Martin Ratio

BRIG.L:

4.55

JGGI.L:

4.00

Ulcer Index

BRIG.L:

4.18%

JGGI.L:

2.72%

Daily Std Dev

BRIG.L:

21.35%

JGGI.L:

13.69%

Max Drawdown

BRIG.L:

-59.17%

JGGI.L:

-54.01%

Current Drawdown

BRIG.L:

-2.39%

JGGI.L:

-2.79%

Fundamentals

Market Cap

BRIG.L:

£39.70M

JGGI.L:

£3.07B

EPS

BRIG.L:

£0.34

JGGI.L:

£1.29

PE Ratio

BRIG.L:

6.00

JGGI.L:

4.60

Total Revenue (TTM)

BRIG.L:

£7.58M

JGGI.L:

£585.87M

Gross Profit (TTM)

BRIG.L:

£7.41M

JGGI.L:

£578.15M

EBITDA (TTM)

BRIG.L:

£5.65M

JGGI.L:

£376.37M

Returns By Period

In the year-to-date period, BRIG.L achieves a 6.08% return, which is significantly higher than JGGI.L's 2.07% return. Over the past 10 years, BRIG.L has underperformed JGGI.L with an annualized return of 4.86%, while JGGI.L has yielded a comparatively higher 10.63% annualized return.


BRIG.L

YTD

6.08%

1M

4.49%

6M

4.49%

1Y

19.03%

5Y*

4.12%

10Y*

4.86%

JGGI.L

YTD

2.07%

1M

-2.31%

6M

5.80%

1Y

11.10%

5Y*

10.33%

10Y*

10.63%

*Annualized

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Risk-Adjusted Performance

BRIG.L vs. JGGI.L — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BRIG.L
The Risk-Adjusted Performance Rank of BRIG.L is 7878
Overall Rank
The Sharpe Ratio Rank of BRIG.L is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of BRIG.L is 7070
Sortino Ratio Rank
The Omega Ratio Rank of BRIG.L is 7373
Omega Ratio Rank
The Calmar Ratio Rank of BRIG.L is 9191
Calmar Ratio Rank
The Martin Ratio Rank of BRIG.L is 7979
Martin Ratio Rank

JGGI.L
The Risk-Adjusted Performance Rank of JGGI.L is 7272
Overall Rank
The Sharpe Ratio Rank of JGGI.L is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of JGGI.L is 6464
Sortino Ratio Rank
The Omega Ratio Rank of JGGI.L is 6262
Omega Ratio Rank
The Calmar Ratio Rank of JGGI.L is 8383
Calmar Ratio Rank
The Martin Ratio Rank of JGGI.L is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BRIG.L vs. JGGI.L - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Income and Growth Investment Trust plc (BRIG.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.


Sharpe ratio
The chart of Sharpe ratio for BRIG.L, currently valued at 0.82, compared to the broader market-2.000.002.000.820.73
The chart of Sortino ratio for BRIG.L, currently valued at 1.36, compared to the broader market-4.00-2.000.002.004.006.001.361.08
The chart of Omega ratio for BRIG.L, currently valued at 1.18, compared to the broader market0.501.001.502.001.181.13
The chart of Calmar ratio for BRIG.L, currently valued at 1.36, compared to the broader market0.002.004.006.001.361.08
The chart of Martin ratio for BRIG.L, currently valued at 3.28, compared to the broader market-10.000.0010.0020.0030.003.283.74
BRIG.L
JGGI.L

The current BRIG.L Sharpe Ratio is 0.89, which is comparable to the JGGI.L Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of BRIG.L and JGGI.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.82
0.73
BRIG.L
JGGI.L

Dividends

BRIG.L vs. JGGI.L - Dividend Comparison

BRIG.L's dividend yield for the trailing twelve months is around 372.55%, more than JGGI.L's 252.56% yield.


TTM20242023202220212020201920182017201620152014
BRIG.L
BlackRock Income and Growth Investment Trust plc
372.55%380.71%390.37%376.96%381.96%419.83%338.16%375.00%305.49%317.04%315.09%324.32%
JGGI.L
JP Morgan Global Growth & Income plc
252.56%257.78%352.29%398.59%323.18%338.94%368.83%432.22%317.34%196.19%150.94%145.07%

Drawdowns

BRIG.L vs. JGGI.L - Drawdown Comparison

The maximum BRIG.L drawdown since its inception was -59.17%, which is greater than JGGI.L's maximum drawdown of -54.01%. Use the drawdown chart below to compare losses from any high point for BRIG.L and JGGI.L. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-3.09%
-1.29%
BRIG.L
JGGI.L

Volatility

BRIG.L vs. JGGI.L - Volatility Comparison

BlackRock Income and Growth Investment Trust plc (BRIG.L) has a higher volatility of 9.26% compared to JP Morgan Global Growth & Income plc (JGGI.L) at 3.80%. This indicates that BRIG.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.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
9.26%
3.80%
BRIG.L
JGGI.L

Financials

BRIG.L vs. JGGI.L - Financials Comparison

This section allows you to compare key financial metrics between BlackRock Income and Growth Investment Trust plc 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in GBp except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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