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JPMorgan US Large Cap Core Plus A (JLCAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.92+0.05 (+0.25%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return20.87%
5-Year Average Return18.07%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Jun 17, 2024)36.54%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return36.54%
Worst 3-Yr Total Return7.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJLCAXCategory
YTD16.14%5.31%
1-Month5.22%-4.19%
3-Month5.69%3.90%
1-Year34.45%20.31%
3-Year11.79%6.48%
5-Year18.44%11.78%
10-Year13.15%10.96%
Last Bull Market29.20%25.56%
Last Bear Market-17.07%-15.11%

Annual Total Return (%) History

Year
JLCAXCategory
2024
N/AN/A
2023
29.45%22.32%
2022
-18.67%-16.96%
2021
28.89%26.07%
2020
25.80%15.83%
2019
29.51%28.78%
2018
-7.51%-6.27%
2017
21.23%20.44%
2016
9.52%10.37%
2015
-0.58%-1.07%
2014
14.34%10.96%
2013
36.54%31.50%
2012
17.63%14.96%
2011
-4.16%-1.27%
2010
13.95%14.01%
2009
36.13%28.17%
2008
-34.77%-37.79%
2007
13.61%6.16%
2006
21.35%14.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.77%N/AN/AN/A
20237.49%9.96%-2.01%11.78%
2022-6.66%-17.07%-3.00%8.30%
20215.89%8.18%0.41%12.06%
2020-17.80%23.21%10.70%12.21%
201912.98%3.97%0.54%9.67%
2018-1.82%3.58%8.50%-16.17%
20177.04%1.78%4.25%6.75%
2016-2.22%0.31%6.25%5.09%
20151.71%0.40%-8.92%6.89%
20141.67%5.32%1.15%5.56%
201311.01%3.81%6.59%11.16%
201214.37%-5.12%7.93%0.44%
20114.09%-0.65%-15.80%10.09%
20105.42%-12.32%10.41%11.67%
2009-7.11%17.81%16.35%6.92%
2008-8.97%-1.69%-8.46%-20.37%
20072.22%8.54%4.81%-2.30%
20065.47%-0.54%6.86%8.26%

Rank In Category (By Total Return)

YTD3
1-Month17
3-Month7
1-Year5
3-Year3
5-Year1

Load Adjusted Returns

1-Year27.39%
3-Year9.80%
5-Year17.17%
10-Year12.54%