JPMorgan U.S. Large Cap Core Plus Fund (JLPSX)

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JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) is up 7.5% since the beginning of the year. JLPSX is currently trading at $25 per share. Investors who bought $1,000 worth of JLPSX shares 5 years ago would now be looking at an investment worth $2,063.

JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) has returned 7.52% so far this year and 23.59% over the past 12 months. Looking at the last ten years, JLPSX has achieved an annualized return of 16.61%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Nov 1, 2005, JLPSX's average daily return is +0.06%, while the average monthly return is +1.12%. At this rate, an investment would double in approximately 5.2 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +13.4%, while the worst month was Oct 2008 at -15.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, JLPSX closed higher 53% of trading days. The best single day was Dec 11, 2020 with a return of +29.3%, while the worst single day was Dec 14, 2020 at -22.9%.

JPMorgan U.S. Large Cap Core Plus Fund has an annualized alpha of 3.43%, beta of 1.03, and R2 of 0.84 versus S&P 500 Index. Calculated based on daily prices since November 02, 2005.

• This fund captured 111.57% of S&P 500 Index gains but only 95.83% of its losses - a favorable profile for investors.
• This fund generated an annualized alpha of 3.43% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.03 and R2 of 0.84, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

JLPSX has a high expense ratio of 1.45%, indicating above-average management fees.

JLPSX ranks 43 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and compare them to S&P 500 Index.

JPMorgan U.S. Large Cap Core Plus Fund provided a 2.77% dividend yield over the last twelve months, with an annual payout of $0.70 per share.

The table displays the monthly dividend distributions for JPMorgan U.S. Large Cap Core Plus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the JPMorgan U.S. Large Cap Core Plus Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the JPMorgan U.S. Large Cap Core Plus Fund was 51.33%, occurring on Mar 9, 2009. Recovery took 469 trading sessions.

The chart below shows the rolling one-month volatility.