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JLPZX: JPMORGAN U.S. LARGE CAP CORE PLUS FUND CLASS R2 (MUTUAL FUND)
Basic Info 19.69 0.04(0.20%) June 08
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 11/14/2008 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 3.81% |
| Expenses | 2.15% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.9 | 4.1 | 17.2 | 19.9 | 12.8 | 14.8 | 13.8 | 14.7 | 14.0 | 28.0 | 29.0 | -18.8 | 27.9 | 25.3 | 29.6 | -7.7 | 20.8 | 9.2 | -1.0 | 13.9 | 36.2 | 17.3 | -4.4 | 13.7 | 35.8 | 3.6 |
| Sharpe Ratio | NA | 0.46 | 1.23 | 1.09 | 0.58 | 0.58 | NA | 0.63 | 0.6 | 1.85 | 1.98 | -0.81 | 1.82 | 0.47 | 2.08 | -0.49 | 2.55 | 0.57 | -0.06 | 1.09 | 2.97 | 1.21 | -0.18 | 0.72 | 1.28 | 0.56 |
| Draw Down(%) | NA | 11.2 | 11.2 | 19.9 | 26.1 | 35.1 | NA | 35.1 | 19.4 | 8.1 | 8.2 | 25.7 | 5.7 | 35.1 | 7.2 | 22.0 | 3.2 | 14.7 | 14.1 | 9.2 | 5.5 | 11.5 | 21.0 | 16.0 | 25.1 | 14.2 |
| Standard Deviation(%) | NA | 14.8 | 12.5 | 15.2 | 17.4 | 22.7 | NA | 21.7 | 18.8 | 13.2 | 13.0 | 24.9 | 15.3 | 53.2 | 13.5 | 18.8 | 7.9 | 15.9 | 17.1 | 12.8 | 12.1 | 14.5 | 24.5 | 18.9 | 27.8 | 59.0 |
| Treynor Ratio | NA | 0.07 | 0.15 | 0.17 | 0.1 | 0.13 | NA | 0.13 | 0.11 | 0.24 | 0.27 | -0.2 | 0.25 | 0.24 | 0.26 | -0.08 | 0.18 | 0.08 | -0.01 | 0.13 | 0.34 | 0.16 | -0.04 | 0.13 | 0.35 | 0.33 |
| Alpha | NA | -0.04 | -0.02 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.04 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | 0.02 | -0.02 |
| Beta | NA | 1.04 | 1.0 | 1.0 | 1.0 | 1.03 | NA | 1.04 | 0.99 | 1.01 | 0.95 | 1.0 | 1.12 | 1.02 | 1.06 | 1.09 | 1.13 | 1.18 | 1.09 | 1.09 | 1.07 | 1.11 | 1.03 | 1.03 | 1.01 | 1.02 |
| RSquared | NA | 0.97 | 0.96 | 0.97 | 0.97 | 0.67 | NA | 0.79 | 0.98 | 0.96 | 0.95 | 0.98 | 0.94 | 0.43 | 0.97 | 0.98 | 0.92 | 0.95 | 0.97 | 0.96 | 0.96 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.8 | 9.4 | 15.7 | 22.5 | 31.3 | 29.0 | 24.6 | 14.1 | 14.9 | 4.8 | 8.4 | 8.1 | 10.4 | 5.4 | 0.3 | 0.3 | 0.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -51.3 | -32.3 | -58.9 | -28.7 | -0.7 | 22.2 | 35.9 | -0.1 | 233.8 | -48.9 | 10.1 | -5.6 | 116.5 | 1604.8 | 0.0 | 46.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2008
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See LARGE BLEND Asset Class Trend Rankings |
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