Nasdaq - Delayed Quote USD

JPMorgan US Large Cap Core Plus R2 (JLPZX)

17.38
+0.16
+(0.93%)
As of 8:06:24 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.35%
5y Average Return 16.15%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Jun 5, 2025) 36.16%
Worst 1Y Total Return (Jun 5, 2025) --
Best 3Y Total Return 36.16%
Worst 3Y Total Return 6.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JLPZX
Category
YTD
-0.99%
5.31%
1-Month
6.59%
-4.19%
3-Month
-2.02%
3.90%
1-Year
9.38%
20.31%
3-Year
16.44%
6.48%
5-Year
16.73%
11.78%
10-Year
12.30%
10.96%
Last Bull Market
20.83%
25.56%
Last Bear Market
-17.17%
-15.11%

Annual Total Return (%) History

Year
JLPZX
Category
2025
--
--
2024
28.11%
--
2023
28.83%
22.32%
2022
-18.95%
-16.96%
2021
28.40%
26.07%
2020
25.37%
15.83%
2019
29.05%
28.78%
2018
-7.80%
-6.27%

2017
20.87%
20.44%
2016
9.28%
10.37%
2015
-0.81%
-1.07%
2014
14.04%
10.96%
2013
36.16%
31.50%
2012
17.35%
14.96%
2011
-4.38%
-1.27%
2010
13.62%
14.01%
2009
35.83%
28.17%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.71% -- -- --
2024 13.67% 5.92% 4.38% 1.93%
2023 7.37% 9.79% -2.06% 11.59%
2022 -6.71% -17.17% -3.07% 8.22%
2021 5.79% 8.08% 0.32% 11.94%
2020 -17.87% 23.12% 10.58% 12.13%
2019 12.86% 3.86% 0.46% 9.59%
2018 -1.91% 3.50% 8.43% -16.24%
2017 6.95% 1.71% 4.17% 6.66%
2016 -2.26% 0.23% 6.17% 5.06%

2015 1.67% 0.34% -8.98% 6.82%
2014 1.61% 5.24% 1.10% 5.48%
2013 10.87% 3.81% 6.50% 11.09%
2012 14.26% -5.16% 7.86% 0.41%
2011 4.06% -0.75% -15.85% 10.03%
2010 5.32% -12.36% 10.32% 11.58%
2009 -7.13% 17.70% 16.28% 6.87%

Rank in Category (By Total Return)

YTD 87
1-Month 23
3-Month 86
1-Year 74
3-Year 6
5-Year 8

Load Adjusted Returns

1-Year 9.38%
3-Year 16.44%
5-Year 16.73%
10-Year 12.30%

Performance & Risk

YTD Return 0.35%
5y Average Return 16.15%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family JPMorgan
Net Assets 3.14B
YTD Return -0.99%
Yield 0.00%
Morningstar Rating
Inception Date Nov 01, 2005

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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