Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLPCX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS C) | 6.84% | 21.22% | 20.85% | 13.14% | 14.96% | 13.79% | 11.64% | … | … |
Data as of 06/04/2026, Common starting date is 12/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLPCX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS C) | 12/29/2005 | 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 21.22 | 20.85 | 13.14 | 14.96 | 13.79 | 11.64 | … | … | 6.84 | 13.98 | 27.95 | 28.95 | -18.90 | 27.72 | 25.10 | 29.42 | -7.84 | 20.53 | 8.94 | -1.25 | 13.62 | 35.80 | 17.05 | -4.58 | 13.35 | 35.39 | -35.10 | 13.10 | 20.35 | -0.47 |
| Sharpe Ratio | NA | 1.66 | 1.19 | 0.61 | 0.70 | NA | NA | … | … | 1.07 | 0.59 | 1.84 | 1.96 | -0.82 | 1.81 | 0.69 | 2.06 | -0.49 | 2.52 | 0.55 | -0.08 | 1.07 | 2.94 | 1.19 | -0.19 | 0.70 | 1.27 | -0.86 | 0.63 | 1.70 | NA |
| Standard Deviation(%) | NA | 12.26 | 15.20 | 17.41 | 19.02 | NA | NA | … | … | 14.43 | 18.82 | 13.24 | 13.00 | 24.94 | 15.33 | 35.70 | 13.55 | 18.82 | 7.93 | 15.94 | 17.06 | 12.76 | 12.17 | 14.46 | 24.51 | 18.85 | 27.74 | 41.85 | 15.86 | 9.98 | 0.00 |
| Draw Down(%) | NA | 11.20 | 19.93 | 26.13 | 35.09 | NA | NA | … | … | 11.20 | 19.46 | 8.09 | 8.20 | 25.76 | 5.64 | 35.09 | 7.22 | 22.07 | 3.19 | 14.73 | 14.13 | 9.24 | 5.51 | 11.50 | 21.06 | 16.15 | 25.11 | 46.99 | 8.53 | 6.88 | 0.47 |
| Yield(%) | 0.00 | 4.30 | 10.10 | 13.24 | 14.38 | 14.91 | 14.16 | … | … | 0.00 | 4.31 | 10.54 | 17.30 | 24.07 | 32.87 | 30.06 | 25.28 | 14.44 | 15.20 | 4.87 | 8.48 | 7.96 | 10.38 | 4.97 | 0.00 | 0.00 | 0.39 | 0.47 | 3.77 | 0.41 | 0.16 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JLPCX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS C) |
-10.25%
Feb 2006 – Feb 2009 |
0.13%
May 2007 – May 2012 |
7.34%
May 2007 – May 2017 |
7.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLPCX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS C) |
27.40%
Dec 2018 – Dec 2021 |
22.69%
Feb 2009 – Feb 2014 |
16.13%
Dec 2011 – Dec 2021 |
15.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart