JPMorgan U.S. Large Cap Core Plus Fund (JLPSX)
Under normal circumstances, at least 80% of the value of the fund's assets, which are expected to include both long and short positions, will consist of different U.S. securities, selected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500 Indices.
Fund Info
| ISIN | US4812A23896 |
|---|---|
| CUSIP | 4812A2389 |
| Issuer | JPMorgan Chase |
| Inception Date | Nov 1, 2005 |
| Category | Large Cap Blend Equities |
| Min. Investment | $1,000,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
JLPSX has a high expense ratio of 1.45%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: JLPSX vs. FNCMX, JLPSX vs. FSPGX, JLPSX vs. SWPPX, JLPSX vs. VOO, JLPSX vs. ABALX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in JPMorgan U.S. Large Cap Core Plus Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
JPMorgan U.S. Large Cap Core Plus Fund had a return of 16.29% year-to-date (YTD) and 36.14% in the last 12 months. Over the past 10 years, JPMorgan U.S. Large Cap Core Plus Fund had an annualized return of 12.81%, outperforming the S&P 500 benchmark which had an annualized return of 10.90%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.29% | 11.05% |
| 1 month | 5.41% | 4.86% |
| 6 months | 22.68% | 17.50% |
| 1 year | 36.14% | 27.37% |
| 5 years (annualized) | 17.96% | 13.14% |
| 10 years (annualized) | 12.81% | 10.90% |
Monthly Returns
The table below presents the monthly returns of JLPSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.87% | 6.64% | 3.56% | -2.93% | 16.29% | ||||||||
| 2023 | 5.14% | -1.91% | 4.34% | 2.05% | 1.95% | 5.72% | 2.82% | -0.44% | -4.19% | -1.55% | 9.11% | 4.47% | 30.27% |
| 2022 | -6.26% | -1.90% | 1.58% | -9.10% | -0.98% | -7.84% | 9.85% | -4.00% | -7.92% | 7.00% | 6.49% | -4.75% | -18.34% |
| 2021 | -2.58% | 4.49% | 4.05% | 6.10% | 0.48% | 1.55% | 2.80% | 2.19% | -4.32% | 7.41% | 0.17% | 3.84% | 28.75% |
| 2020 | 1.26% | -7.08% | -12.53% | 13.43% | 5.68% | 2.79% | 6.91% | 7.77% | -3.85% | -2.81% | 10.72% | 4.30% | 26.10% |
| 2019 | 8.08% | 2.34% | 2.17% | 4.54% | -6.66% | 6.64% | 1.43% | -0.65% | 0.13% | 2.46% | 3.50% | 3.55% | 30.30% |
| 2018 | 6.07% | -4.34% | -3.16% | 0.58% | 2.90% | 0.13% | 4.29% | 2.80% | 1.28% | -9.27% | 1.86% | -9.15% | -7.15% |
| 2017 | 2.92% | 3.56% | 0.47% | 0.90% | 0.76% | 0.16% | 2.51% | -0.29% | 2.04% | 2.38% | 2.84% | 1.42% | 21.43% |
| 2016 | -7.39% | -1.61% | 7.37% | 0.50% | 2.84% | -2.91% | 5.21% | 0.90% | 0.14% | -1.00% | 4.91% | 1.28% | 9.78% |
| 2015 | -3.09% | 6.46% | -1.32% | -0.73% | 3.27% | -1.99% | 1.26% | -6.17% | -4.06% | 8.61% | 0.30% | -10.00% | -8.59% |
| 2014 | -3.53% | 4.78% | 0.64% | -0.53% | 3.13% | 2.73% | -1.14% | 3.95% | -1.54% | 2.59% | 2.17% | 0.67% | 14.46% |
| 2013 | 5.65% | 0.94% | 4.11% | 1.91% | 3.63% | -1.62% | 5.68% | -3.11% | 4.13% | 4.19% | 3.84% | 2.80% | 36.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of JLPSX is 95, placing it in the top 5% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
JLPSX (JPMorgan U.S. Large Cap Core Plus Fund)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
JPMorgan U.S. Large Cap Core Plus Fund granted a 10.01% dividend yield in the last twelve months. The annual payout for that period amounted to $2.03 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.03 | $2.03 | $4.86 | $6.79 | $6.89 | $5.70 | $4.24 | $4.15 | $1.33 | $0.06 | $2.32 | $2.43 |
Dividend yield | 10.01% | 11.64% | 32.43% | 28.14% | 28.69% | 23.07% | 17.84% | 13.85% | 4.73% | 0.23% | 7.91% | 8.75% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.03 | $2.03 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.86 | $4.86 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.79 | $6.79 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.89 | $6.89 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.14 | $0.00 | $0.00 | $0.00 | $1.56 | $5.70 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.24 | $4.24 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.15 | $4.15 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.33 | $1.33 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.32 | $2.32 |
| 2013 | $2.43 | $2.43 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
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 current JPMorgan U.S. Large Cap Core Plus Fund drawdown is 0.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.33% | Nov 1, 2007 | 338 | Mar 9, 2009 | 469 | Jan 14, 2011 | 807 |
| -35.09% | Feb 20, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -26.12% | Jun 24, 2015 | 161 | Feb 11, 2016 | 253 | Feb 13, 2017 | 414 |
| -25.68% | Dec 28, 2021 | 202 | Oct 14, 2022 | 274 | Nov 16, 2023 | 476 |
| -22.86% | Dec 14, 2020 | 1 | Dec 14, 2020 | 224 | Nov 3, 2021 | 225 |
Volatility
Volatility Chart
The current JPMorgan U.S. Large Cap Core Plus Fund volatility is 3.81%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.