Nasdaq - Delayed Quote USD
JPMorgan US Large Cap Core Plus C (JLPCX)
12.79
-0.18
(-1.39%)
At close: 8:03:57 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -14.61% |
| 5y Average Return | 16.83% |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 7, 2025) | 35.80% |
| Worst 1Y Total Return (Apr 7, 2025) | -- |
| Best 3Y Total Return | 35.80% |
| Worst 3Y Total Return | 6.55% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JLPCX
Category
- YTD
- -5.73%
- 5.31%
- 1-Month
- -6.71%
- -4.19%
- 3-Month
- -5.73%
- 3.90%
- 1-Year
- 6.11%
- 20.31%
- 3-Year
- 10.48%
- 6.48%
- 5-Year
- 19.70%
- 11.78%
- 10-Year
- 11.85%
- 10.96%
- Last Bull Market
- 20.77%
- 25.56%
- Last Bear Market
- -17.17%
- -15.11%
Annual Total Return (%) History
Year
JLPCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.73% | -- | -- | -- |
| 2024 | 13.74% | 5.87% | 4.32% | 1.92% |
| 2023 | 7.35% | 9.82% | -2.13% | 11.58% |
| 2022 | -6.78% | -17.17% | -3.10% | 8.15% |
| 2021 | 5.76% | 8.01% | 0.33% | 11.91% |
| 2020 | -17.87% | 23.01% | 10.54% | 12.10% |
| 2019 | 12.81% | 3.85% | 0.39% | 9.56% |
| 2018 | -1.91% | 3.43% | 8.38% | -16.27% |
| 2017 | 6.88% | 1.64% | 4.11% | 6.62% |
| 2016 | -2.33% | 0.16% | 6.10% | 4.99% |
| 2015 | 1.61% | 0.28% | -9.01% | 6.75% |
| 2014 | 1.55% | 5.18% | 1.04% | 5.40% |
| 2013 | 10.80% | 3.71% | 6.47% | 11.01% |
| 2012 | 14.20% | -5.25% | 7.83% | 0.31% |
| 2011 | 3.99% | -0.81% | -15.91% | 10.00% |
| 2010 | 5.25% | -12.42% | 10.30% | 11.48% |
| 2009 | -7.24% | 17.64% | 16.17% | 6.80% |
| 2008 | -9.09% | -1.82% | -8.60% | -20.43% |
| 2007 | 2.07% | 8.38% | 4.75% | -2.40% |
| 2006 | 5.41% | -0.66% | 6.75% | 8.09% |
Rank in Category (By Total Return)
| YTD | 83 |
| 1-Month | 90 |
| 3-Month | 83 |
| 1-Year | 55 |
| 3-Year | 8 |
| 5-Year | 6 |
Load Adjusted Returns
| 1-Year | 5.14% |
| 3-Year | 10.48% |
| 5-Year | 19.70% |
| 10-Year | 11.85% |
Performance & Risk
| YTD Return | -14.61% |
| 5y Average Return | 16.83% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | JPMorgan |
| Net Assets | 2.93B |
| YTD Return | -5.73% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 03, 2008 |
Fund Summary
Under normal circumstances, at least 80% of the value of the fund's assets, which are expected to include both long and short positions, will consist of different U.S. securities, selected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the S&P 500 Index.
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