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Jpmorgan U.s. Large Cap Core Plus A: (MF: JLCAX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$18.94 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.93 | 63 |
| 3 months | -9.17 | 49 |
| 6 months | -5.46 | 76 |
| 1 Year | 8.47 | 45 |
| 3 Year | 14.10 | 12 |
| 5 Year | 17.00 | 5 |
| 10 Year | 12.34 | 17 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.46 |
| Bull Market (2/09 - 3/21) | 1,049.24 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 1.38 |
| 5 Year | 19.09 |
| 10 Year | 11.84 |
| Since Inception | 10.57 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.62 | NA | NA | NA |
| 2024 | 13.77 | 6.08 | 4.42 | 2.07 |
| 2023 | 7.48 | 9.96 | -2.01 | 11.77 |
| 2022 | -6.65 | -17.06 | -2.99 | 8.29 |
| 2021 | 5.89 | 8.18 | 0.41 | 12.05 |
| 2020 | -17.80 | 23.20 | 10.70 | 12.21 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.93 | 28.64 | 29.45 | -18.67 | 28.89 | 25.80 | 29.52 | -7.50 | 21.23 | 9.53 | -0.56 |
| % Total Return Rel to Index | -2.01 | 3.62 | 3.20 | -0.46 | 0.21 | 7.40 | -1.96 | -3.11 | -0.56 | -2.40 | -1.95 |
| % Total Return Rel to Peer | -1.46 | 9.25 | 6.45 | 1.02 | 6.83 | 5.88 | 1.10 | -0.64 | 0.55 | 1.71 | 1.03 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 1.00 | 2.00 | 3.00 | 4.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.02 | 0.04 | 0.00 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.08 | 0.17 | 0.00 | 0.04 | 0.01 |
| Capital Gains ($) | 0.00 | 1.34 | 1.98 | 4.84 | 6.78 | 6.82 | 5.59 | 4.11 | 4.12 | 1.24 | 2.42 |
| Expense Ratio | 0.00 | 1.64 | 1.79 | 1.85 | 1.94 | 1.92 | 1.91 | 2.01 | 2.20 | 2.21 | 2.33 |
* 1 = Top 20%, 5 = Bottom 20%