Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JCPRX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R5) | 6.75% | 4.47% | 6.32% | -2.50% | 3.68% | 8.08% | NA | 7.23% |
Data as of 07/16/2025, AR inception 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 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 4.47 | 6.32 | -2.50 | 3.68 | 8.08 | NA | 7.23 | 6.75 | 21.55 | 16.46 | -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 | 0.10 | 0.12 | -0.16 | 0.10 | NA | NA | 0.25 | 0.42 | 1.01 | 0.76 | -1.08 | 0.02 | -0.06 | 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 |
| Standard Deviation(%) | NA | 21.12 | 23.93 | 27.69 | 24.48 | NA | NA | 23.47 | 23.92 | 14.84 | 16.28 | 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 | 24.28 | 30.68 | 51.85 | 51.85 | NA | NA | 51.85 | 19.32 | 10.61 | 9.75 | 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 | 0.05 | 0.13 | 0.11 | 5.91 | 9.39 | 7.57 | 8.41 | 0.00 | 0.06 | 0.22 | 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 07/16/2025, AR inception 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 |
2.63%
Apr 2015 - Apr 2025 |
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 |
10.17%
Oct 2006 - Oct 2021 |
Annualized Rolling Returns Comparison Chart