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JPMorgan US Large Cap Core Plus R2 (JLPZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.99+0.25 (+1.59%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.96%
5-Year Average Return15.50%
Number of Years Up11
Number of Years Down4
Best 1 Yr Total Return (Apr 22, 2024)36.16%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return36.16%
Worst 3-Yr Total Return6.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJLPZXCategory
YTD13.67%14.84%
1-Month3.47%1.65%
3-Month13.67%7.55%
1-Year36.38%40.47%
3-Year12.94%16.77%
5-Year16.92%16.15%
10-Year12.82%13.21%
Last Bull Market38.44%24.09%
Last Bear Market-17.17%-17.61%

Annual Total Return (%) History

Year
JLPZXCategory
2024
N/AN/A
2023
28.83%N/A
2022
-18.95%N/A
2021
28.40%N/A
2020
25.37%15.83%
2019
29.05%28.78%
2018
-7.80%-6.27%
2017
20.87%20.44%
2016
9.28%10.37%
2015
-0.81%-1.07%
2014
14.04%10.96%
2013
36.16%31.50%
2012
17.35%14.96%
2011
-4.38%-1.27%
2010
13.62%14.01%
2009
35.83%28.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.67%N/AN/AN/A
20237.37%9.79%-2.06%11.59%
2022-6.71%-17.17%-3.07%8.22%
20215.79%8.08%0.32%11.94%
2020-17.87%23.12%10.58%12.13%
201912.86%3.86%0.46%9.59%
2018-1.91%3.50%8.43%-16.24%
20176.95%1.71%4.17%6.66%
2016-2.26%0.23%6.17%5.06%
20151.67%0.34%-8.98%6.82%
20141.61%5.24%1.10%5.48%
201310.87%3.81%6.50%11.09%
201214.26%-5.16%7.86%0.41%
20114.06%-0.75%-15.85%10.03%
20105.32%-12.36%10.32%11.58%
2009-7.13%17.70%16.28%6.87%

Rank In Category (By Total Return)

YTD6
1-Month38
3-Month6
1-Year5
3-Year5
5-Year3

Load Adjusted Returns

1-Year36.38%
3-Year12.94%
5-Year16.92%
10-Year12.82%