JLPSX vs. ^GSPC
Compare and contrast key facts about JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and S&P 500 (^GSPC).
JLPSX is managed by JPMorgan Chase. It was launched on Nov 1, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JLPSX or ^GSPC.
Correlation
The correlation between JLPSX and ^GSPC is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JLPSX vs. ^GSPC - Performance Comparison
Key characteristics
JLPSX:
1.07
^GSPC:
1.62
JLPSX:
1.42
^GSPC:
2.20
JLPSX:
1.21
^GSPC:
1.30
JLPSX:
0.36
^GSPC:
2.46
JLPSX:
4.01
^GSPC:
10.01
JLPSX:
4.00%
^GSPC:
2.08%
JLPSX:
14.99%
^GSPC:
12.88%
JLPSX:
-55.80%
^GSPC:
-56.78%
JLPSX:
-35.47%
^GSPC:
-2.13%
Returns By Period
In the year-to-date period, JLPSX achieves a 1.71% return, which is significantly lower than ^GSPC's 2.24% return. Over the past 10 years, JLPSX has underperformed ^GSPC with an annualized return of -3.24%, while ^GSPC has yielded a comparatively higher 11.04% annualized return.
JLPSX
1.71%
-2.14%
-0.27%
12.76%
-3.83%
-3.24%
^GSPC
2.24%
-1.20%
6.72%
18.21%
12.53%
11.04%
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Risk-Adjusted Performance
JLPSX vs. ^GSPC — Risk-Adjusted Performance Rank
JLPSX
^GSPC
JLPSX vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Drawdowns
JLPSX vs. ^GSPC - Drawdown Comparison
The maximum JLPSX drawdown since its inception was -55.80%, roughly equal to the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for JLPSX and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
JLPSX vs. ^GSPC - Volatility Comparison
JPMorgan U.S. Large Cap Core Plus Fund (JLPSX) has a higher volatility of 3.83% compared to S&P 500 (^GSPC) at 3.43%. This indicates that JLPSX's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.