Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLPZX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R2) | 6.87% | 21.28% | 20.93% | 13.23% | 15.11% | 13.98% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLPZX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R2) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 21.28 | 20.93 | 13.23 | 15.11 | 13.98 | NA | … | … | 6.87 | 14.00 | 28.04 | 29.02 | -18.75 | 27.90 | 25.28 | 29.59 | -7.70 | 20.81 | 9.25 | -1.03 | 13.91 | 36.16 | 17.35 | -4.38 | 13.71 | 35.83 | 3.58 |
| Sharpe Ratio | NA | 1.67 | 1.20 | 0.61 | 0.59 | NA | NA | … | … | 1.08 | 0.60 | 1.85 | 1.98 | -0.81 | 1.82 | 0.47 | 2.08 | -0.49 | 2.55 | 0.57 | -0.06 | 1.09 | 2.97 | 1.21 | -0.18 | 0.72 | 1.28 | 0.56 |
| Standard Deviation(%) | NA | 12.18 | 15.16 | 17.38 | 22.73 | NA | NA | … | … | 14.36 | 18.76 | 13.21 | 12.95 | 24.93 | 15.34 | 53.16 | 13.51 | 18.78 | 7.93 | 15.93 | 17.05 | 12.76 | 12.14 | 14.47 | 24.50 | 18.89 | 27.82 | 59.03 |
| Draw Down(%) | NA | 11.17 | 19.87 | 26.05 | 35.12 | NA | NA | … | … | 11.17 | 19.41 | 8.13 | 8.15 | 25.67 | 5.67 | 35.12 | 7.21 | 22.01 | 3.17 | 14.69 | 14.07 | 9.21 | 5.47 | 11.49 | 20.97 | 16.00 | 25.13 | 14.15 |
| Yield(%) | 0.00 | 3.81 | 9.17 | 12.58 | 14.18 | 14.85 | 17.77 | … | … | 0.00 | 3.82 | 9.42 | 15.70 | 22.47 | 31.25 | 29.03 | 24.59 | 14.12 | 14.94 | 4.81 | 8.40 | 8.11 | 10.37 | 5.41 | 0.30 | 0.34 | 0.31 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLPZX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R2) |
3.53%
Mar 2017 – Mar 2020 |
4.77%
Mar 2015 – Mar 2020 |
9.20%
Mar 2010 – Mar 2020 |
12.44%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLPZX (JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R2) |
27.58%
Dec 2018 – Dec 2021 |
23.04%
Feb 2009 – Feb 2014 |
16.38%
Dec 2011 – Dec 2021 |
15.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart