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JLCAX: JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS A (MUTUAL FUND)
Basic Info 23.05 0.65(2.74%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 12/29/2005 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 3.32% |
| Expenses | 2.15% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.8 | 4.1 | 18.7 | 20.3 | 1.5 | 6.4 | 8.1 | 7.6 | 7.7 | 14.5 | 28.3 | 29.9 | -38.6 | -0.6 | -3.3 | 30.0 | -7.4 | 21.2 | 9.5 | -0.8 | 14.2 | 36.5 | 17.6 | -4.2 | 14.0 | 36.1 | -34.8 | 13.6 | 20.9 | -0.4 |
| Sharpe Ratio | NA | 0.5 | 1.27 | 1.12 | -0.04 | 0.19 | NA | NA | 0.28 | 0.62 | 1.86 | 2.03 | -1.08 | -0.02 | -0.08 | 2.12 | -0.47 | 2.59 | 0.58 | -0.05 | 1.12 | 3.0 | 1.22 | -0.17 | 0.73 | 1.3 | -0.85 | 0.66 | 1.75 | NA |
| Draw Down(%) | NA | 11.1 | 11.1 | 19.8 | 53.2 | 53.2 | NA | NA | 53.2 | 19.4 | 8.1 | 8.1 | 39.7 | 26.0 | 35.1 | 7.2 | 22.0 | 3.1 | 14.7 | 14.0 | 9.2 | 5.5 | 11.4 | 20.9 | 16.0 | 25.1 | 46.8 | 8.5 | 6.9 | 0.4 |
| Standard Deviation(%) | NA | 14.8 | 12.6 | 15.3 | 24.6 | 24.2 | NA | NA | 22.8 | 18.8 | 13.3 | 13.0 | 37.1 | 31.5 | 44.6 | 13.5 | 18.8 | 7.9 | 15.9 | 17.1 | 12.7 | 12.2 | 14.5 | 24.5 | 18.9 | 27.8 | 41.9 | 15.9 | 10.0 | 0.0 |
| Treynor Ratio | NA | 0.07 | 0.16 | 0.17 | -0.01 | 0.05 | NA | NA | 0.06 | 0.12 | 0.24 | 0.28 | -0.42 | -0.01 | -0.03 | 0.27 | -0.08 | 0.18 | 0.08 | -0.01 | 0.13 | 0.34 | 0.16 | -0.04 | 0.13 | 0.36 | -0.35 | 0.11 | 0.18 | 0.0 |
| Alpha | NA | -0.04 | -0.02 | 0.0 | -0.04 | -0.03 | NA | NA | -0.01 | -0.01 | 0.01 | 0.01 | -0.1 | -0.1 | -0.08 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | 0.02 | 0.02 | 0.03 | 0.02 | NA |
| Beta | NA | 1.04 | 0.99 | 0.99 | 1.0 | 1.03 | NA | NA | 1.03 | 0.98 | 1.01 | 0.94 | 0.96 | 1.23 | 1.03 | 1.06 | 1.09 | 1.14 | 1.18 | 1.09 | 1.09 | 1.07 | 1.11 | 1.03 | 1.03 | 1.01 | 1.02 | 0.99 | 0.96 | NA |
| RSquared | NA | 0.97 | 0.94 | 0.95 | 0.55 | 0.66 | NA | NA | 0.81 | 0.97 | 0.95 | 0.92 | 0.48 | 0.33 | 0.7 | 0.97 | 0.98 | 0.92 | 0.95 | 0.97 | 0.96 | 0.96 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.95 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.3 | 8.2 | 14.0 | 0.0 | 0.0 | 0.1 | 23.9 | 13.9 | 14.7 | 4.8 | 8.3 | 8.2 | 10.5 | 5.5 | 0.4 | 0.3 | 0.7 | 0.8 | 3.9 | 0.5 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -51.3 | -32.3 | N/A | N/A | -100.0 | -99.5 | 34.9 | 1.1 | 230.1 | -48.4 | 7.7 | -5.0 | 116.5 | 1357.3 | 41.5 | -45.4 | -40.1 | -77.9 | 806.2 | 118.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2005
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