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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.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.92%
5-Year Average Return18.26%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 19, 2024)30.00%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return30.00%
Worst 3-Yr Total Return10.09%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJLPYXCategory
YTD10.53%5.31%
1-Month-2.98%-4.19%
3-Month7.19%3.90%
1-Year30.70%20.31%
3-Year10.48%6.48%
5-Year16.06%11.78%
10-Year13.29%10.96%
Last Bull Market29.44%25.56%
Last Bear Market-17.00%-15.11%

Annual Total Return (%) History

Year
JLPYXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
202413.92%N/AN/AN/A
20237.57%10.03%-1.89%11.82%
2022-6.60%-17.00%-2.86%8.37%
20215.96%8.31%0.50%12.20%
2020-17.69%23.31%10.80%12.34%
201913.08%4.08%0.58%9.81%
2018-1.70%3.69%8.62%-16.09%

Rank In Category (By Total Return)

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

Load Adjusted Returns

1-Year30.70%
3-Year10.48%
5-Year16.06%
10-Year13.29%