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JCPRX: JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R5 (MUTUAL FUND)
Basic Info 20.39 0.05(0.25%) May 10
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (63%) |
Start Date: | 09/08/2006 |
Last Dividend Date: | 12/20/2023 |
12-Mo. Yield | 12.08% |
Expenses | 2.15% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/08/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.1 | 15.1 | 36.1 | 12.2 | 17.6 | 13.8 | 15.1 | 12.1 | 30.2 | -18.5 | 29.2 | 26.1 | 30.4 | -7.1 | 21.7 | 10.0 | -0.3 | 14.7 | 37.1 | 18.1 | -3.7 | 14.4 | 36.7 | -34.5 | 14.2 | 11.7 |
Sharpe Ratio | NA | 3.42 | 2.64 | 0.55 | 0.58 | 0.57 | NA | 0.49 | 2.01 | -0.8 | 1.9 | 0.51 | 2.14 | -0.45 | 2.67 | 0.61 | -0.02 | 1.15 | 3.04 | 1.27 | -0.15 | 0.76 | 1.32 | -0.84 | 0.71 | 5.17 |
Draw Down(%) | NA | 4.8 | 8.0 | 25.7 | 35.1 | 35.1 | NA | 51.2 | 8.0 | 25.3 | 5.6 | 35.1 | 7.1 | 21.9 | 3.1 | 14.7 | 13.9 | 9.2 | 5.4 | 11.4 | 20.7 | 15.9 | 25.0 | 46.6 | 8.5 | 1.9 |
Standard Deviation(%) | NA | 12.8 | 12.2 | 18.0 | 27.6 | 22.2 | NA | 22.7 | 13.0 | 24.8 | 15.4 | 51.0 | 13.5 | 18.8 | 7.9 | 16.0 | 17.0 | 12.8 | 12.2 | 14.4 | 24.5 | 18.9 | 27.8 | 41.9 | 15.9 | 7.7 |
Treynor Ratio | NA | 0.41 | 0.33 | 0.1 | 0.16 | 0.12 | NA | 0.11 | 0.29 | -0.21 | 0.26 | 0.25 | 0.27 | -0.08 | 0.19 | 0.08 | 0.0 | 0.14 | 0.35 | 0.16 | -0.04 | 0.14 | 0.36 | -0.35 | 0.11 | 0.4 |
Alpha | NA | 0.05 | 0.02 | 0.01 | 0.02 | 0.01 | NA | 0.01 | 0.02 | 0.0 | 0.0 | 0.04 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | -0.01 | 0.03 | 0.02 | 0.03 | 0.02 |
Beta | NA | 1.06 | 0.99 | 0.98 | 1.01 | 1.04 | NA | 1.03 | 0.91 | 0.97 | 1.11 | 1.03 | 1.07 | 1.09 | 1.13 | 1.18 | 1.09 | 1.09 | 1.07 | 1.11 | 1.03 | 1.03 | 1.01 | 1.02 | 0.99 | 0.99 |
RSquared | NA | 0.94 | 0.9 | 0.93 | 0.62 | 0.7 | NA | 0.83 | 0.86 | 0.95 | 0.93 | 0.48 | 0.97 | 0.98 | 0.92 | 0.95 | 0.97 | 0.96 | 0.95 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.91 |
Yield(%) | N/A | 0.0 | 12.1 | 16.9 | 19.1 | 14.4 | 21.1 | N/A | 13.4 | 20.0 | 28.5 | 27.4 | 23.9 | 14.0 | 14.7 | 5.2 | 8.7 | 8.6 | 10.8 | 5.9 | 0.8 | 0.6 | 1.0 | 1.0 | 4.0 | 1.3 |
Dividend Growth(%) | N/A | -100.0 | -58.5 | -18.8 | 77.9 | N/A | N/A | N/A | -58.5 | -28.2 | -1.6 | 20.7 | 34.0 | 1.4 | 204.3 | -46.1 | 7.6 | -3.6 | 107.6 | 600.0 | 41.7 | -14.3 | -33.3 | -72.0 | 240.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2006
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