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Jpmorgan U.s. Large Cap Core Plus Fund I Class: (MF: JLPSX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$20.10 USD
-0.01 (-0.05%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -6.82 | 62 |
| 3 months | -9.10 | 48 |
| 6 months | -5.34 | 76 |
| 1 Year | 8.70 | 43 |
| 3 Year | 14.40 | 10 |
| 5 Year | 17.29 | 4 |
| 10 Year | 12.63 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -47.24 |
| Bull Market (2/09 - 3/21) | 1,095.47 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 6.96 |
| 5 Year | 20.61 |
| 10 Year | 12.70 |
| Since Inception | 11.57 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.54 | NA | NA | NA |
| 2024 | 13.85 | 6.11 | 4.52 | 2.10 |
| 2023 | 7.61 | 9.98 | -1.91 | 11.83 |
| 2022 | -6.59 | -17.05 | -2.89 | 8.31 |
| 2021 | 5.91 | 8.25 | 0.50 | 12.11 |
| 2020 | -17.69 | 23.22 | 10.78 | 12.30 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -6.82 | 28.93 | 29.82 | -18.50 | 29.20 | 26.17 | 29.80 | -7.23 | 21.47 | 9.82 | -0.25 |
| % Total Return Rel to Index | -1.90 | 3.91 | 3.57 | -0.29 | 0.51 | 7.77 | -1.68 | -2.83 | -0.32 | -2.11 | -1.64 |
| % Total Return Rel to Peer | -1.35 | 9.54 | 6.82 | 1.19 | 7.14 | 6.25 | 1.38 | -0.37 | 0.79 | 2.00 | 1.34 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 1.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.02 | 0.04 | 0.01 | 0.00 | 0.06 | 0.10 | 0.12 | 0.02 | 0.09 | 0.06 |
| % Yield | 0.00 | 0.08 | 0.10 | 0.08 | 0.00 | 0.20 | 0.32 | 0.41 | 0.07 | 0.30 | 0.20 |
| Capital Gains ($) | 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 | 1.39 | 1.54 | 1.60 | 1.69 | 1.67 | 1.67 | 1.75 | 1.94 | 1.95 | 2.08 |
* 1 = Top 20%, 5 = Bottom 20%