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JPMorgan US Large Cap Core Plus R6 (JLPYX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.66
+0.03
(+0.15%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
16.92%
5-Year Average Return
18.26%
Number of Years Up
4
Number of Years Down
2
Best 1 Yr Total Return (May 19, 2024)
30.00%
Worst 1 Yr Total Return (May 19, 2024)
N/A
Best 3-Yr Total Return
30.00%
Worst 3-Yr Total Return
10.09%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
JLPYX
Category
YTD
10.53%
5.31%
1-Month
-2.98%
-4.19%
3-Month
7.19%
3.90%
1-Year
30.70%
20.31%
3-Year
10.48%
6.48%
5-Year
16.06%
11.78%
10-Year
13.29%
10.96%
Last Bull Market
29.44%
25.56%
Last Bear Market
-17.00%
-15.11%
Annual Total Return (%) History
Year
JLPYX
Category
2024
N/A
N/A
2023
29.84%
22.32%
2022
-18.39%
-16.96%
2021
29.41%
26.07%
2020
26.33%
15.83%
2019
30.00%
28.78%
2018
-7.10%
-6.27%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
13.92%
N/A
N/A
N/A
2023
7.57%
10.03%
-1.89%
11.82%
2022
-6.60%
-17.00%
-2.86%
8.37%
2021
5.96%
8.31%
0.50%
12.20%
2020
-17.69%
23.31%
10.80%
12.34%
2019
13.08%
4.08%
0.58%
9.81%
2018
-1.70%
3.69%
8.62%
-16.09%
Rank In Category (By Total Return)
YTD
2
1-Month
8
3-Month
6
1-Year
3
3-Year
2
5-Year
1
Load Adjusted Returns
1-Year
30.70%
3-Year
10.48%
5-Year
16.06%
10-Year
13.29%
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