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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

Risk overview

Morningstar risk rating★★★★
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

Risk statistics

3 years
JLCAXCategory average
5 years
JLCAXCategory average
10 years
JLCAXCategory average
Alpha
2.3-0.01
2.56-0.01
0.32-0.01
BETA
0.950.01
0.980.01
1.020.01
Mean annual return
1.050.01
1.560.01
1.140.01
R-squared
96.980.94
97.360.95
96.20.95
Standard deviation
17.220.17
18.10.19
15.840.15
Sharpe ratio
0.550
0.910.01
0.760.01
Treynor ratio
8.970.03
16.540.1
11.40.1