JLPCX
JPMorgan US LargeCap Core Plus-C
$15.75
-0.01 (-0.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 2428.477M |
| 52 Week High | 15.77 |
| 52 Week Low | 11.137 |
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Key Data
| Symbol | JLPCX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 15.75 |
| Price Yesterday | 15.76 |
| Market Cap | 2,428.48 |
| YTD Return | 22.28% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0223 |
Overview
| 52 Week High | 15.77 |
|---|---|
| 52 Week Low | 11.14 |
| Market Cap | 2,428.48M |
| Shares Outstanding | 154.19M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 12.63% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 12.63% |
Returns Annualized
| One Day | -14.80% |
|---|---|
| Five Days | 116.99% |
| One Months | 61.86% |
| Three Months | 37.28% |
| Six Months | 51.04% |
| Nine Months | 49.93% |
| One Year | 35.36% |
| Three Years | 12.00% |
| Five Years | 17.40% |
| Ten Years | 12.80% |
| YTD | 47.75% |
| Since Inception | 10.89% |
Returns Total
| One Day | -0.06% |
|---|---|
| Five Days | 1.55% |
| One Month | 3.89% |
| Three Months | 8.10% |
| Six Months | 22.47% |
| Nine Months | 35.02% |
| One Year | 35.32% |
| Three Years | 40.27% |
| Five Years | 122.52% |
| Ten Years | 232.35% |
| YTD | 22.28% |
| Since Inception | 504.14% |
Yearly Returns
| 2024 | 22.28% |
|---|---|
| 2023 | 28.74% |
| 2022 | -19.09% |
| 2021 | 28.25% |
| 2020 | 25.19% |
| 2019 | 28.84% |
| 2018 | -7.93% |
| 2017 | 20.58% |
| 2016 | 8.99% |
| 2015 | -1.04% |
Risk against SP-DA
| Alpha | 5.86% |
|---|---|
| Beta | 1.03 |
| Correlation | 97.64% |
| Downside Deviation | 2.55% |
| Coefficient of determination | 95.33% |
| Standard Deviation | 3.41% |
| Sharpe Ratio | 0.56 |
| Sortino | 2.6 |
| Treynor | 29 |
| Ulcer Index | 2.13 |
| Ulcer Performance Index | 3.11 |