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NZX 50
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JPMorgan US Large Cap Core Plus R6 (JLPYX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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21.57
+0.09
(+0.42%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
21.56%
5-year average return
18.13%
Number of years up
4
Number of years down
2
Best 1-yr total return (1 Jul 2024)
30.00%
Worst 1-yr total return (1 Jul 2024)
N/A
Best 3-yr total return
30.00%
Worst 3-yr total return
10.09%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
JLPYX
Category
YTD
16.30%
5.31%
1-month
5.22%
-4.19%
3-month
5.76%
3.90%
1-year
34.85%
20.31%
3-year
12.18%
6.48%
5-year
18.88%
11.78%
10-year
13.52%
10.96%
Last bull market
29.44%
25.56%
Last bear market
-17.00%
-15.11%
Annual total return (%) history
Year
JLPYX
Category
2024
N/A
N/A
2023
29.84%
22.32%
2022
-18.39%
-16.96%
2021
29.41%
26.07%
2020
26.33%
15.83%
2019
30.00%
28.78%
2018
-7.10%
-6.27%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
13.92%
N/A
N/A
N/A
2023
7.57%
10.03%
-1.89%
11.82%
2022
-6.60%
-17.00%
-2.86%
8.37%
2021
5.96%
8.31%
0.50%
12.20%
2020
-17.69%
23.31%
10.80%
12.34%
2019
13.08%
4.08%
0.58%
9.81%
2018
-1.70%
3.69%
8.62%
-16.09%
Rank in category (by total return)
YTD
3
1-month
17
3-month
6
1-year
5
3-year
2
5-year
1
Load adjusted returns
1-year
34.85%
3-year
12.18%
5-year
18.88%
10-year
13.52%
Data disclaimer
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