JPMorgan Liquid Assets Money Market Fund Premier Class PJLXX

  • Overview
  • Returns
  • Calculators

Overview


  • 7-Day Yield 4.0592%
  • 1-Year Return
  • Total Assets 34.849 B
  • Money Market Type Prime
  • Class Retail
  • Expense Ratio 0.43%
  • Min. Initial Investment 1000000
  • Inception Date Mar 18, 2024


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JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX) Historical Returns And Risk Info

From 03/18/2024 to 03/18/2024, the compound annualized total return (dividend reinvested) of JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX) is //">//'>//">//'>. Its cumulative total return (dividend reinvested) is .

From 03/18/2024 to 03/18/2024, the Maximum Drawdown of JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX) is 0.0%.

From 03/18/2024 to 03/18/2024, the Sharpe Ratio of JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX) is NA.

From 03/18/2024 to 03/18/2024, the Annualized Standard Deviation of JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX) is 0.0%.

From 03/18/2024 to 03/18/2024, the Beta of JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX) is NA.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PJLXX (JPMorgan Liquid Assets Money Market Fund Premier Class) NA NA NA NA NA NA NA NA NA
CASH NA 3.76% 1.96% 1.45% 0.99% 0.68% 1.04% NA 3.06%
Data as of 03/18/2024, Common starting date is 03/18/2024

Return Calculator for JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX)

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JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX)

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Retirement Spending Calculator for JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX)

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Related Articles for JPMorgan Liquid Assets Money Market Fund Premier Class(PJLXX) 

    Retirement and Long-Term Wealth View of JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX)

    Evaluate JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX) as a possible retirement holding by looking beyond its latest price. Historical total returns show accumulation potential, while rolling returns, maximum drawdown, volatility, and Sharpe ratio show how uneven the long-term path has been.

    For retirement income, review PJLXX dividend history, dividend growth, and yield alongside total return. Dividends can contribute to cash flow and compounding, but payouts are not guaranteed and a high yield alone does not establish long-term suitability.

    Use the calculators on this page to model recurring retirement contributions and historical retirement spending. For a broader decision, open the stock, fund, or portfolio return comparison calculator or review a VFINX return and risk comparison example. The plan links on this page can also show where the investment appears in workplace retirement plans.

    Connect this fund to a portfolio and retirement plan

    Retirement, Income, and Risk FAQ

    Is PJLXX suitable for retirement and long-term wealth building?

    JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX) may or may not fit a retirement portfolio depending on its role, costs, diversification, historical drawdowns, and your time horizon. Review total and rolling returns together with risk metrics instead of relying on a recent return alone.

    Can PJLXX provide retirement income through dividends?

    JPMorgan Liquid Assets Money Market Fund Premier Class (PJLXX) may distribute dividends when its holdings generate income, but payouts and yield can change. Compare dividend history, dividend growth, yield, and total return before treating it as a retirement-income holding.

    Which risk metrics matter for a long-term investment in PJLXX?

    Maximum drawdown shows the depth of a historical decline, standard deviation measures return variability, and the Sharpe ratio relates return to volatility. Rolling returns add context by showing how outcomes varied across different holding periods.

    How can I model retirement contributions or withdrawals with PJLXX?

    Use the PJLXX dollar-cost-averaging calculator to model recurring contributions and the retirement spending calculator to test historical withdrawals. Then compare the results with other funds, stocks, or portfolios before making a long-term allocation decision.