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JPMorgan US Large Cap Core Plus A (JLCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.08+0.08 (+0.40%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.36%
5-year average return17.69%
Number of years up13
Number of years down5
Best 1-yr total return (1 Jul 2024)36.54%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return36.54%
Worst 3-yr total return7.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJLCAXCategory
YTD16.14%5.31%
1-month5.22%-4.19%
3-month5.69%3.90%
1-year34.45%20.31%
3-year11.79%6.48%
5-year18.44%11.78%
10-year13.15%10.96%
Last bull market29.20%25.56%
Last bear market-17.07%-15.11%

Annual total return (%) history

Year
JLCAXCategory
2024
N/AN/A
2023
29.45%22.32%
2022
-18.67%-16.96%
2021
28.89%26.07%
2020
25.80%15.83%
2019
29.51%28.78%
2018
-7.51%-6.27%
2017
21.23%20.44%
2016
9.52%10.37%
2015
-0.58%-1.07%
2014
14.34%10.96%
2013
36.54%31.50%
2012
17.63%14.96%
2011
-4.16%-1.27%
2010
13.95%14.01%
2009
36.13%28.17%
2008
-34.77%-37.79%
2007
13.61%6.16%
2006
21.35%14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.77%N/AN/AN/A
20237.49%9.96%-2.01%11.78%
2022-6.66%-17.07%-3.00%8.30%
20215.89%8.18%0.41%12.06%
2020-17.80%23.21%10.70%12.21%
201912.98%3.97%0.54%9.67%
2018-1.82%3.58%8.50%-16.17%
20177.04%1.78%4.25%6.75%
2016-2.22%0.31%6.25%5.09%
20151.71%0.40%-8.92%6.89%
20141.67%5.32%1.15%5.56%
201311.01%3.81%6.59%11.16%
201214.37%-5.12%7.93%0.44%
20114.09%-0.65%-15.80%10.09%
20105.42%-12.32%10.41%11.67%
2009-7.11%17.81%16.35%6.92%
2008-8.97%-1.69%-8.46%-20.37%
20072.22%8.54%4.81%-2.30%
20065.47%-0.54%6.86%8.26%

Rank in category (by total return)

YTD3
1-month17
3-month7
1-year5
3-year3
5-year1

Load adjusted returns

1-year27.39%
3-year9.80%
5-year17.17%
10-year12.54%