Nasdaq - Delayed Quote USD

JPMorgan US Large Cap Core Plus R2 (JLPZX)

17.38
0.00
(0.00%)
As of 8:06:25 AM EDT. Market Open.

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 36.16%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 4

Performance & Risk

YTD Return 1.28%
5y Average Return 16.28%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
JLPZXCategory AverageJLPZXCategory AverageJLPZXCategory Average
Alpha 2.13 -0.01 0.9 -0.01 -0.61 -0.01
BETA 0.96 0.01 0.98 0.01 1.02 0.01
Mean Annual Return 1.38 0.01 1.41 0.01 1.08 0.01
R-squared 97.09 0.94 96.63 0.95 96.39 0.95
Standard Deviation 16.19 0.17 16.25 0.19 16.06 0.15
Sharpe Ratio 0.74 0 0.86 0.01 0.68 0.01
Treynor Ratio 12.14 0.03 14.02 0.1 10.08 0.1

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