Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLPYX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R6) | 7.18% | 22.20% | 21.83% | 14.09% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLPYX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R6) | 11/01/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 22.20 | 21.83 | 14.09 | NA | NA | NA | … | … | 7.18 | 12.81 | 28.98 | 29.99 | -18.22 | 28.97 | 26.25 | 30.52 | -7.01 | 4.13 |
| Sharpe Ratio | NA | 1.74 | 1.25 | 0.66 | NA | NA | NA | … | … | 1.12 | 0.53 | 1.91 | 2.05 | -0.79 | 1.89 | 0.51 | 2.15 | -0.45 | 4.47 |
| Standard Deviation(%) | NA | 12.25 | 15.17 | 17.39 | NA | NA | NA | … | … | 14.47 | 18.98 | 13.28 | 12.97 | 24.96 | 15.29 | 50.91 | 13.49 | 18.79 | 6.29 |
| Draw Down(%) | NA | 11.07 | 19.65 | 25.60 | NA | NA | NA | … | … | 11.07 | 19.29 | 8.11 | 8.04 | 25.24 | 5.62 | 35.07 | 7.13 | 21.90 | 1.23 |
| Yield(%) | 0.00 | 3.29 | 7.92 | 11.60 | 11.21 | 7.47 | 5.60 | … | … | 0.00 | 3.31 | 7.86 | 13.48 | 19.99 | 28.57 | 27.51 | 24.02 | 14.11 | 12.85 |
Data as of 06/04/2026, Common starting date is 11/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLPYX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R6) |
10.02%
Dec 2019 – Dec 2022 |
9.86%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLPYX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R6) |
28.57%
Dec 2018 – Dec 2021 |
20.71%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart