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JPMorgan US Large Cap Core Plus I (JLPSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.33+0.04 (+0.20%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.68%
5-Year Average Return17.88%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (May 16, 2024)36.88%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return36.88%
Worst 3-Yr Total Return7.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJLPSXCategory
YTD10.52%5.31%
1-Month-2.93%-4.19%
3-Month7.19%3.90%
1-Year30.66%20.31%
3-Year10.37%6.48%
5-Year15.93%11.78%
10-Year13.21%10.96%
Last Bull Market29.34%25.56%
Last Bear Market-17.05%-15.11%

Annual Total Return (%) History

Year
JLPSXCategory
2024
N/AN/A
2023
29.82%22.32%
2022
-18.50%-16.96%
2021
29.20%26.07%
2020
26.17%15.83%
2019
29.78%28.78%
2018
-7.24%-6.27%
2017
21.48%20.44%
2016
9.80%10.37%
2015
-0.27%-1.07%
2014
14.59%10.96%
2013
36.88%31.50%
2012
17.92%14.96%
2011
-3.87%-1.27%
2010
14.19%14.01%
2009
36.43%28.17%
2008
-34.58%-37.79%
2007
13.99%6.16%
2006
21.57%14.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.86%N/AN/AN/A
20237.61%9.99%-1.92%11.83%
2022-6.59%-17.05%-2.89%8.32%
20215.91%8.26%0.51%12.11%
2020-17.70%23.23%10.78%12.30%
201913.01%4.06%0.56%9.75%
2018-1.74%3.63%8.59%-16.12%
20177.08%1.83%4.31%6.82%
2016-2.16%0.34%6.31%5.21%
20151.80%0.47%-8.85%6.97%
20141.73%5.39%1.18%5.64%
201311.03%3.91%6.62%11.27%
201214.44%-5.09%8.02%0.51%
20114.16%-0.60%-15.75%10.20%
20105.45%-12.26%10.46%11.73%
2009-7.08%17.90%16.41%6.99%
2008-8.90%-1.64%-8.43%-20.28%
20072.33%8.59%4.91%-2.21%
20065.54%-0.48%6.91%8.27%

Rank In Category (By Total Return)

YTD2
1-Month8
3-Month6
1-Year3
3-Year2
5-Year1

Load Adjusted Returns

1-Year30.66%
3-Year10.37%
5-Year15.93%
10-Year13.21%