Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCPRX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R5) | 7.18% | 22.13% | 21.71% | 2.84% | 7.29% | 9.01% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCPRX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R5) | 09/08/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 22.13 | 21.71 | 2.84 | 7.29 | 9.01 | NA | … | … | 7.18 | 14.80 | 28.85 | 29.87 | -37.52 | 0.70 | -2.27 | 30.39 | -7.10 | 21.67 | 9.97 | -0.30 | 14.72 | 37.09 | 18.15 | -3.66 | 14.42 | 36.73 | -34.50 | 14.22 | 11.74 |
| Sharpe Ratio | NA | 1.73 | 1.24 | 0.01 | 0.24 | NA | NA | … | … | 1.11 | 0.64 | 1.90 | 2.04 | -1.09 | 0.02 | -0.06 | 2.14 | -0.45 | 2.66 | 0.61 | -0.02 | 1.15 | 3.04 | 1.27 | -0.15 | 0.76 | 1.32 | -0.84 | 0.70 | 5.15 |
| Standard Deviation(%) | NA | 12.23 | 15.18 | 24.00 | 23.77 | NA | NA | … | … | 14.44 | 18.76 | 13.27 | 12.97 | 36.00 | 30.35 | 44.06 | 13.53 | 18.82 | 7.93 | 15.95 | 17.05 | 12.75 | 12.17 | 14.41 | 24.55 | 18.89 | 27.83 | 41.92 | 15.88 | 7.70 |
| Draw Down(%) | NA | 11.07 | 19.73 | 51.85 | 51.85 | NA | NA | … | … | 11.07 | 19.32 | 8.11 | 8.04 | 38.58 | 25.25 | 35.06 | 7.13 | 21.95 | 3.12 | 14.68 | 13.92 | 9.17 | 5.40 | 11.35 | 20.74 | 15.94 | 25.00 | 46.57 | 8.47 | 1.86 |
| Yield(%) | 0.00 | 3.19 | 7.81 | 3.01 | 7.22 | 9.13 | 8.75 | … | … | 0.00 | 3.21 | 7.74 | 13.37 | 0.12 | 0.00 | 0.26 | 23.87 | 14.00 | 14.77 | 5.22 | 8.66 | 8.61 | 10.86 | 5.92 | 0.81 | 0.67 | 1.02 | 1.04 | 4.03 | 1.29 |
Data as of 06/04/2026, Common starting date is 09/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPRX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R5) |
-14.96%
Dec 2019 – Dec 2022 |
-5.89%
Jan 2018 – Jan 2023 |
3.35%
Oct 2013 – Oct 2023 |
4.08%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPRX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R5) |
25.61%
Feb 2009 – Feb 2012 |
23.87%
Feb 2009 – Feb 2014 |
16.32%
Feb 2009 – Feb 2019 |
10.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart