Nasdaq - Delayed Quote USD
JPMorgan US Large Cap Core Plus R2 (JLPZX)
17.27
-0.20
(-1.14%)
At close: June 13 at 8:01:24 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 | 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 | ||||
|---|---|---|---|---|---|---|
| JLPZX | Category Average | JLPZX | Category Average | JLPZX | Category 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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