Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLPSX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND SELECT CLASS) | 5.40% | 5.91% | 6.15% | -2.20% | 3.60% | 8.04% | NA | 7.03% |
Data as of 06/30/2025, AR inception is 12/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLPSX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND SELECT CLASS) | 12/29/2005 | 06/30/2025 |
| 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.63 | 5.91 | 6.15 | -2.20 | 3.60 | 8.04 | NA | 7.03 | 5.40 | 21.45 | 16.36 | -37.79 | 0.42 | -2.49 | 30.30 | -7.15 | 21.44 | 9.78 | -0.48 | 14.46 | 36.88 | 17.92 | -3.87 | 14.30 | 36.43 | -34.62 | 13.99 | 21.58 | -0.42 |
| Sharpe Ratio | NA | 0.09 | 0.07 | -0.14 | 0.08 | NA | NA | 0.25 | 0.29 | 1.00 | 0.74 | -1.08 | 0.01 | -0.06 | 2.14 | -0.45 | 2.63 | 0.60 | -0.03 | 1.13 | 3.03 | 1.25 | -0.16 | 0.75 | 1.31 | -0.84 | 0.69 | 1.84 | NA |
| Standard Deviation(%) | NA | 21.16 | 24.15 | 27.89 | 24.59 | NA | NA | 23.21 | 24.72 | 14.87 | 16.41 | 36.25 | 30.59 | 44.14 | 13.49 | 18.77 | 7.93 | 15.94 | 17.05 | 12.77 | 12.14 | 14.43 | 24.49 | 18.89 | 27.81 | 41.95 | 15.89 | 10.01 | 0.00 |
| Draw Down(%) | NA | 24.34 | 30.96 | 52.18 | 52.18 | NA | NA | 52.18 | 19.35 | 10.70 | 9.91 | 38.84 | 25.42 | 35.09 | 7.16 | 21.91 | 3.13 | 14.70 | 13.99 | 9.18 | 5.42 | 11.38 | 20.81 | 15.90 | 25.04 | 46.66 | 8.50 | 6.80 | 0.42 |
| Yield(%) | 0.00 | 0.10 | 0.14 | 0.12 | 6.00 | 9.57 | 8.05 | 8.47 | 0.00 | 0.12 | 0.27 | 0.07 | 0.00 | 0.26 | 23.93 | 14.01 | 14.62 | 5.05 | 8.44 | 8.45 | 10.67 | 5.72 | 0.61 | 0.58 | 0.83 | 0.89 | 3.89 | 1.31 | 0.27 |
Data as of 06/30/2025, AR inception is 12/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLPSX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND SELECT CLASS) |
-15.23%
Dec 2019 - Dec 2022 |
-6.09%
Jan 2018 - Jan 2023 |
2.45%
Apr 2015 - Apr 2025 |
3.88%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLPSX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND SELECT CLASS) |
25.38%
Feb 2009 - Feb 2012 |
23.64%
Feb 2009 - Feb 2014 |
16.12%
Feb 2009 - Feb 2019 |
10.34%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart