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Jpmorgan U.s. Large Cap Core Plus R5: (MF: JCPRX)
(NASDAQ Mutual Funds) As of May 12, 2025 08:00 PM ET
$21.14 USD
+0.68 (3.32%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.84 | 62 |
| 3 months | -9.12 | 48 |
| 6 months | -5.34 | 76 |
| 1 Year | 8.65 | 43 |
| 3 Year | 14.35 | 10 |
| 5 Year | 17.30 | 4 |
| 10 Year | 12.69 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.11 |
| Bull Market (2/09 - 3/21) | 1,118.09 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 6.89 |
| 5 Year | 20.62 |
| 10 Year | 12.77 |
| Since Inception | 11.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.54 | NA | NA | NA |
| 2024 | 13.91 | 6.05 | 4.49 | 2.10 |
| 2023 | 7.56 | 10.02 | -1.94 | 11.78 |
| 2022 | -6.56 | -17.02 | -2.90 | 8.33 |
| 2021 | 5.94 | 8.26 | 0.50 | 12.10 |
| 2020 | -17.74 | 23.33 | 10.75 | 12.33 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.84 | 28.90 | 29.71 | -18.45 | 29.23 | 26.21 | 29.89 | -7.18 | 21.71 | 10.00 | -0.07 |
| % Total Return Rel to Index | -1.92 | 3.88 | 3.47 | -0.24 | 0.54 | 7.81 | -1.59 | -2.78 | -0.08 | -1.92 | -1.46 |
| % Total Return Rel to Peer | -1.37 | 9.51 | 6.71 | 1.24 | 7.17 | 6.29 | 1.46 | -0.32 | 1.03 | 2.19 | 1.52 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 1.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.01 | 0.03 | 0.02 | 0.00 | 0.06 | 0.11 | 0.13 | 0.08 | 0.14 | 0.13 |
| % Yield | 0.00 | 0.04 | 0.04 | 0.13 | 0.00 | 0.20 | 0.35 | 0.46 | 0.23 | 0.46 | 0.43 |
| Capital Gains ($) | 0.00 | 1.34 | 1.98 | 4.84 | 6.78 | 6.82 | 5.60 | 4.12 | 4.12 | 1.24 | 2.42 |
| Expense Ratio | 0.00 | 1.44 | 1.55 | 1.55 | 1.64 | 1.62 | 1.62 | 1.65 | 1.76 | 1.75 | 1.88 |
* 1 = Top 20%, 5 = Bottom 20%