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

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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.

JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) has returned -9.43% so far this year and 10.10% over the past 12 months. Looking at the last ten years, JLPSX has achieved an annualized return of 14.91%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Nov 1, 2005, JLPSX's average daily return is +0.05%, while the average monthly return is +1.06%. At this rate, your investment would double in approximately 5.5 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 3.53%, 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 112.16% of S&P 500 Index gains but only 95.90% of its losses — a favorable profile for investors.
• This fund generated an annualized alpha of 3.53% 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 23 for risk / return — below 23% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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

JPMorgan U.S. Large Cap Core Plus Fund provided a 3.29% 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 current JPMorgan U.S. Large Cap Core Plus Fund drawdown is 11.06%.

The chart below shows the rolling one-month volatility.