Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLCAX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS A) | 6.68% | 21.83% | 21.31% | 2.16% | 6.62% | 8.29% | 7.76% | … | … |
Data as of 06/03/2026, Common starting date is 12/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLCAX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS A) | 12/29/2005 | 06/03/2026 |
| 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 21.83 | 21.31 | 2.16 | 6.62 | 8.29 | 7.76 | … | … | 6.68 | 14.54 | 28.35 | 29.85 | -38.64 | -0.60 | -3.34 | 30.03 | -7.41 | 21.18 | 9.49 | -0.80 | 14.21 | 36.54 | 17.63 | -4.16 | 13.95 | 36.13 | -34.80 | 13.61 | 20.88 | -0.40 |
| Sharpe Ratio | NA | 1.71 | 1.23 | -0.02 | 0.21 | NA | NA | … | … | 1.10 | 0.62 | 1.86 | 2.03 | -1.08 | -0.02 | -0.08 | 2.12 | -0.47 | 2.59 | 0.58 | -0.05 | 1.12 | 3.00 | 1.22 | -0.17 | 0.73 | 1.30 | -0.85 | 0.66 | 1.75 | NA |
| Standard Deviation(%) | NA | 12.23 | 15.18 | 24.57 | 24.18 | NA | NA | … | … | 14.37 | 18.77 | 13.27 | 13.02 | 37.10 | 31.50 | 44.55 | 13.50 | 18.79 | 7.95 | 15.95 | 17.05 | 12.73 | 12.17 | 14.49 | 24.53 | 18.89 | 27.79 | 41.92 | 15.87 | 10.03 | 0.00 |
| Draw Down(%) | NA | 11.14 | 19.77 | 53.22 | 53.22 | NA | NA | … | … | 11.14 | 19.37 | 8.12 | 8.06 | 39.68 | 26.03 | 35.11 | 7.16 | 22.00 | 3.13 | 14.68 | 14.01 | 9.20 | 5.46 | 11.41 | 20.89 | 16.02 | 25.05 | 46.77 | 8.51 | 6.87 | 0.40 |
| Yield(%) | 0.00 | 3.29 | 8.17 | 3.05 | 7.15 | 8.77 | 8.70 | … | … | 0.00 | 3.29 | 8.24 | 14.02 | 0.00 | 0.00 | 0.11 | 23.95 | 13.94 | 14.66 | 4.78 | 8.31 | 8.22 | 10.46 | 5.46 | 0.36 | 0.29 | 0.70 | 0.79 | 3.89 | 0.51 | 0.23 |
Data as of 06/03/2026, Common starting date is 12/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLCAX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS A) |
-16.15%
Dec 2019 – Dec 2022 |
-6.81%
Jan 2018 – Jan 2023 |
2.64%
Oct 2013 – Oct 2023 |
3.44%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLCAX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS A) |
25.06%
Feb 2009 – Feb 2012 |
23.33%
Feb 2009 – Feb 2014 |
15.83%
Feb 2009 – Feb 2019 |
10.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart