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JPMorgan US Large Cap Core Plus R5 (JCPRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.58+0.03 (+0.15%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.40%
5-year average return18.91%
Number of years up12
Number of years down5
Best 1-yr total return (2 Jun 2024)37.09%
Worst 1-yr total return (2 Jun 2024)N/A
Best 3-yr total return37.09%
Worst 3-yr total return7.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJCPRXCategory
YTD10.52%5.31%
1-month-2.98%-4.19%
3-month7.19%3.90%
1-year30.65%20.31%
3-year10.37%6.48%
5-year15.95%11.78%
10-year13.30%10.96%
Last bull market29.39%25.56%
Last bear market-17.02%-15.11%

Annual total return (%) history

Year
JCPRXCategory
2024
N/AN/A
2023
29.72%22.32%
2022
-18.45%-16.96%
2021
29.23%26.07%
2020
26.21%15.83%
2019
29.86%28.78%
2018
-7.19%-6.27%
2017
21.72%20.44%
2016
9.99%10.37%
2015
-0.09%-1.07%
2014
14.85%10.96%
2013
37.09%31.50%
2012
18.15%14.96%
2011
-3.66%-1.27%
2010
14.42%14.01%
2009
36.73%28.17%
2008
-34.46%-37.79%
2007
14.22%6.16%
2006
N/A14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.91%N/AN/AN/A
20237.56%10.02%-1.94%11.78%
2022-6.56%-17.03%-2.91%8.33%
20215.95%8.26%0.50%12.10%
2020-17.75%23.34%10.75%12.34%
201913.02%4.04%0.62%9.75%
2018-1.73%3.65%8.58%-16.09%
20177.16%1.85%4.38%6.84%
2016-2.12%0.42%6.35%5.22%
20151.86%0.50%-8.81%7.02%
20141.80%5.44%1.24%5.69%
201311.05%3.98%6.68%11.30%
201214.45%-5.03%8.09%0.57%
20114.25%-0.60%-15.70%10.28%
20105.49%-12.23%10.55%11.78%
2009-7.00%17.85%16.51%7.07%
2008-8.88%-1.58%-8.35%-20.25%
20072.38%8.63%4.99%-2.18%
20067.03%8.33%N/AN/A

Rank in category (by total return)

YTD2
1-month8
3-month6
1-year3
3-year3
5-year1

Load adjusted returns

1-year30.65%
3-year10.37%
5-year15.95%
10-year13.30%