Nasdaq - Delayed Quote • USD
JPMorgan US Large Cap Core Plus I (JLPSX)
At close: 8:01 PM EDT
Fund Summary
Under normal circumstances, at least 80% of the value of the fund's assets, which are expected to include both long and short positions, will consist of different U.S. securities, selected from a universe of publicly traded large capitalization securities with characteristics similar to those comprising the Russell 1000 and the S&P 500 Indices.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.88% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 11.16% |
| 5y Average Return | 16.29% |
| Rank in Category (ytd) | 5 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JLPSX | Category Average | JLPSX | Category Average | JLPSX | Category Average | |
| Alpha | 2.3 | -0.02 | 2.47 | -0.01 | 0.34 | -0.02 |
| BETA | 0.96 | 0.01 | 0.98 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 1.19 | 0.01 | 1.5 | 0.01 | 1.16 | 0.01 |
| R-squared | 96.98 | 0.95 | 97.42 | 0.95 | 96.09 | 0.95 |
| Standard Deviation | 17.15 | 0.19 | 18.34 | 0.15 | 15.76 | 0.14 |
| Sharpe Ratio | 0.67 | 0.01 | 0.87 | 0.01 | 0.79 | 0.01 |
| Treynor Ratio | 11.2 | 0.16 | 15.74 | 0.15 | 11.79 | 0.12 |
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