Back to top
Jpmorgan Us Large Cap Cap Core Plus Fund R2: (MF: JLPZX)
(NASDAQ Mutual Funds) As of Feb 11, 2026 05:40 PM ET
$18.96 USD
-0.03 (-0.16%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jan 31, 2026
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.95 | 58 |
| 3 months | 1.22 | 56 |
| 6 months | 7.15 | 53 |
| 1 Year | 12.33 | 41 |
| 3 Year | 21.83 | 21 |
| 5 Year | 15.21 | 7 |
| 10 Year | 15.45 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 1,129.27 |
Load Adjusted Returns as of Jan 31, 2026
| 1 Year | 13.99 |
| 5 Year | 14.38 |
| 10 Year | 14.45 |
| Since Inception | 14.75 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.71 | 11.37 | 6.04 | 2.36 |
| 2024 | 13.67 | 5.92 | 4.38 | 1.93 |
| 2023 | 7.37 | 9.78 | -2.06 | 11.58 |
| 2022 | -6.70 | -17.17 | -3.07 | 8.21 |
| 2021 | 5.79 | 8.08 | 0.31 | 11.94 |
Annual Return
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.95 | 13.99 | 28.10 | 28.82 | -18.95 | 28.40 | 25.37 | 29.08 | -7.78 | 20.85 | 9.29 |
| % Total Return Rel to Index | 0.00 | -4.22 | 3.08 | 2.58 | -0.74 | -0.27 | 6.97 | -2.41 | -3.39 | -0.94 | -2.64 |
| % Total Return Rel to Peer | 0.00 | 1.28 | 8.71 | 5.82 | 0.74 | 6.34 | 5.45 | 0.65 | -0.92 | 0.17 | 1.47 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 4.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.65 | 1.34 | 1.98 | 4.84 | 6.78 | 6.82 | 5.60 | 4.12 | 4.12 | 1.24 |
| Expense Ratio | 0.00 | 2.09 | 2.16 | 2.20 | 2.20 | 2.29 | 2.27 | 2.27 | 2.31 | 2.45 | 2.46 |
* 1 = Top 20%, 5 = Bottom 20%