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JPMorgan US Large Cap Core Plus R6 (JLPYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.87-0.03 (-0.14%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.11%
5-year average return18.22%
Number of years up4
Number of years down2
Best 1-yr total return (6 Jun 2024)30.00%
Worst 1-yr total return (6 Jun 2024)N/A
Best 3-yr total return30.00%
Worst 3-yr total return10.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJLPYXCategory
YTD16.30%5.31%
1-month5.22%-4.19%
3-month5.76%3.90%
1-year34.85%20.31%
3-year12.18%6.48%
5-year18.88%11.78%
10-year13.52%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)

YTD3
1-month17
3-month6
1-year5
3-year2
5-year1

Load adjusted returns

1-year34.85%
3-year12.18%
5-year18.88%
10-year13.52%