JLPCX
JPMorgan US LargeCap Core Plus-C
$14.63
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap |
---|---|
Market Cap | 1994.142M |
52 Week High | 14.63 |
52 Week Low | 10.411 |
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Key Data
Symbol | JLPCX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 14.63 |
Price Yesterday | 14.63 |
Market Cap | 1,994.14 |
YTD Return | 13.59% |
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 | 14.63 |
---|---|
52 Week Low | 10.41 |
Market Cap | 1,994.14M |
Shares Outstanding | 136.31M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 13.59% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 13.59% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 7.15% |
One Months | 52.31% |
Three Months | 69.35% |
Six Months | 61.92% |
Nine Months | 33.73% |
One Year | 36.77% |
Three Years | 12.86% |
Five Years | 16.81% |
Ten Years | 12.66% |
YTD | 69.35% |
Since Inception | 10.60% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.14% |
One Month | 3.39% |
Three Months | 13.59% |
Six Months | 26.73% |
Nine Months | 24.05% |
One Year | 36.22% |
Three Years | 43.49% |
Five Years | 117.00% |
Ten Years | 228.25% |
YTD | 13.59% |
Since Inception | 461.18% |
Yearly Returns
2024 | 13.59% |
---|---|
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 | 5.77% |
---|---|
Beta | 1.01 |
Correlation | 97.65% |
Downside Deviation | 2.68% |
Coefficient of determination | 95.36% |
Standard Deviation | 3.48% |
Sharpe Ratio | 0.51 |
Sortino | 2.28 |
Treynor | 34.89 |
Ulcer Index | 2.03 |
Ulcer Performance Index | 3.01 |