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JPMorgan US Large Cap Core Plus C (JLPCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.470.00 (0.00%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return20.11%
5-Year Average Return17.09%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Jun 20, 2024)35.80%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return35.80%
Worst 3-Yr Total Return6.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJLPCXCategory
YTD15.92%5.31%
1-Month5.14%-4.19%
3-Month5.51%3.90%
1-Year33.74%20.31%
3-Year11.22%6.48%
5-Year17.84%11.78%
10-Year12.58%10.96%
Last Bull Market29.04%25.56%
Last Bear Market-17.17%-15.11%

Annual Total Return (%) History

Year
JLPCXCategory
2024
N/AN/A
2023
28.74%22.32%
2022
-19.09%-16.96%
2021
28.25%26.07%
2020
25.19%15.83%
2019
28.85%28.78%
2018
-7.94%-6.27%
2017
20.58%20.44%
2016
8.98%10.37%
2015
-1.03%-1.07%
2014
13.75%10.96%
2013
35.80%31.50%
2012
17.05%14.96%
2011
-4.58%-1.27%
2010
13.35%14.01%
2009
35.39%28.17%
2008
-35.08%-37.79%
2007
13.10%6.16%
2006
20.83%14.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.74%N/AN/AN/A
20237.35%9.82%-2.13%11.58%
2022-6.78%-17.17%-3.10%8.15%
20215.76%8.01%0.33%11.91%
2020-17.87%23.01%10.54%12.10%
201912.81%3.85%0.39%9.56%
2018-1.91%3.43%8.38%-16.27%
20176.88%1.64%4.11%6.62%
2016-2.33%0.16%6.10%4.99%
20151.61%0.28%-9.01%6.75%
20141.55%5.18%1.04%5.40%
201310.80%3.71%6.47%11.01%
201214.20%-5.25%7.83%0.31%
20113.99%-0.81%-15.91%10.00%
20105.25%-12.42%10.30%11.48%
2009-7.24%17.64%16.17%6.80%
2008-9.09%-1.82%-8.60%-20.43%
20072.07%8.38%4.75%-2.40%
20065.41%-0.66%6.75%8.09%

Rank In Category (By Total Return)

YTD4
1-Month19
3-Month7
1-Year6
3-Year4
5-Year2

Load Adjusted Returns

1-Year32.74%
3-Year11.22%
5-Year17.84%
10-Year12.58%