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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.80% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JLPCX | Category Average | JLPCX | Category Average | JLPCX | Category Average | |
| Alpha | 1.45 | -0.01 | 1.14 | -0.01 | -0.68 | -0.01 |
| BETA | 0.96 | 0.01 | 0.99 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.95 | 0.01 | 1.63 | 0.01 | 1.04 | 0.01 |
| R-squared | 97.1 | 0.94 | 96.88 | 0.95 | 96.07 | 0.95 |
| Standard Deviation | 16.95 | 0.17 | 16.99 | 0.19 | 15.97 | 0.15 |
| Sharpe Ratio | 0.41 | 0 | 0.98 | 0.01 | 0.66 | 0.01 |
| Treynor Ratio | 6.09 | 0.03 | 17.11 | 0.1 | 9.72 | 0.1 |
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