Back to top
Jpmorgan Us Large Cap Cap Core Plus Fund R2: (MF: JLPZX)
(NASDAQ Mutual Funds) As of Jul 18, 2025 08:00 PM ET
$18.38 USD
-0.01 (-0.05%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.01 | 52 |
| 3 months | 11.37 | 41 |
| 6 months | 5.01 | 52 |
| 1 Year | 11.73 | 58 |
| 3 Year | 22.04 | 20 |
| 5 Year | 17.46 | 7 |
| 10 Year | 13.20 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 1,021.71 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 11.73 |
| 5 Year | 17.46 |
| 10 Year | 13.20 |
| Since Inception | 14.66 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.71 | 11.37 | NA | NA |
| 2024 | 13.67 | 5.92 | 4.38 | 1.93 |
| 2023 | 7.37 | 9.78 | -2.06 | 11.58 |
| 2022 | -6.70 | -17.17 | -3.07 | 8.21 |
| 2021 | 5.79 | 8.08 | 0.31 | 11.94 |
| 2020 | -17.86 | 23.11 | 10.57 | 12.12 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.01 | 28.10 | 28.82 | -18.95 | 28.40 | 25.37 | 29.08 | -7.78 | 20.85 | 9.29 | -0.81 |
| % Total Return Rel to Index | -1.19 | 3.08 | 2.58 | -0.74 | -0.27 | 6.97 | -2.41 | -3.39 | -0.94 | -2.64 | -2.20 |
| % Total Return Rel to Peer | -0.12 | 8.71 | 5.82 | 0.74 | 6.34 | 5.45 | 0.65 | -0.92 | 0.17 | 1.47 | 0.78 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 2.00 | 3.00 | 4.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.34 | 1.98 | 4.84 | 6.78 | 6.82 | 5.60 | 4.12 | 4.12 | 1.24 | 2.41 |
| Expense Ratio | 0.00 | 2.09 | 2.20 | 2.20 | 2.29 | 2.27 | 2.27 | 2.31 | 2.45 | 2.46 | 2.58 |
* 1 = Top 20%, 5 = Bottom 20%