Find A Portfolio/Ticker
Comparison Box
JCNTX: JPMORGAN NEW YORK TAX FREE BOND FUND CLASS C (MUTUAL FUND)
Basic Info 6.27 0.01(0.16%) July 09
| Asset Class: | Muni New York Intermediate |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 02/11/2003 |
| Last Dividend Date: | 05/28/2025 |
| 12-Mo. Yield | 2.55% |
| Expenses | 0.45% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.8 | 0.2 | 1.4 | -0.1 | 0.9 | 1.2 | 1.7 | 1.7 | 0.9 | 4.2 | -6.6 | -0.0 | 2.9 | 5.3 | -0.1 | 2.4 | -1.0 | 1.0 | 3.9 | -1.7 | 2.9 | 7.7 | 1.1 | 6.9 | 1.2 | 3.0 | 2.4 | 0.2 | 1.4 | 2.4 |
| Sharpe Ratio | NA | -0.92 | -0.69 | -0.54 | -0.74 | -0.18 | NA | NA | 0.2 | -1.01 | 0.17 | -2.61 | -0.02 | 0.38 | 2.18 | -0.97 | 0.97 | -0.55 | 0.61 | 2.59 | -0.68 | 1.6 | 3.36 | 0.43 | 2.39 | 0.07 | -0.1 | -0.6 | -0.97 | 0.12 | 0.59 |
| Draw Down(%) | NA | 4.1 | 4.5 | 5.3 | 10.8 | 10.8 | NA | NA | 10.8 | 2.1 | 5.1 | 9.9 | 1.7 | 10.4 | 1.7 | 2.3 | 1.8 | 4.9 | 2.2 | 1.2 | 4.7 | 1.8 | 2.1 | 4.8 | 2.9 | 6.8 | 1.7 | 1.5 | 2.6 | 5.7 | 5.2 |
| Standard Deviation(%) | NA | 5.1 | 4.2 | 3.4 | 2.9 | 3.2 | NA | NA | 2.9 | 2.7 | 3.1 | 3.1 | 1.4 | 7.0 | 1.7 | 1.6 | 1.8 | 2.2 | 1.6 | 1.5 | 2.5 | 1.8 | 2.3 | 2.5 | 2.9 | 4.0 | 1.9 | 1.6 | 2.1 | 3.5 | 3.4 |
| Treynor Ratio | NA | -0.05 | -0.03 | -0.02 | -0.03 | -0.01 | NA | NA | 0.01 | -0.03 | 0.01 | -0.11 | 0.0 | 0.03 | 0.05 | -0.03 | 0.03 | -0.02 | 0.02 | 0.07 | -0.02 | 0.04 | 0.1 | 0.01 | 0.09 | 0.0 | 0.0 | -0.02 | -0.03 | 0.0 | 0.02 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 |
| Beta | NA | 0.95 | 0.92 | 0.85 | 0.83 | 0.87 | NA | NA | 0.81 | 0.8 | 0.84 | 0.76 | 0.71 | 0.98 | 0.69 | 0.61 | 0.62 | 0.73 | 0.56 | 0.54 | 0.73 | 0.7 | 0.79 | 0.78 | 0.76 | 0.73 | 0.61 | 0.51 | 0.66 | 0.93 | 0.93 |
| RSquared | NA | 0.9 | 0.87 | 0.81 | 0.79 | 0.83 | NA | NA | 0.77 | 0.71 | 0.81 | 0.81 | 0.48 | 0.97 | 0.45 | 0.41 | 0.53 | 0.7 | 0.44 | 0.41 | 0.75 | 0.63 | 0.67 | 0.68 | 0.71 | 0.86 | 0.55 | 0.47 | 0.52 | 0.86 | 0.74 |
| Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.6 | 2.1 | 1.4 | 1.1 | 1.3 | 1.6 | 2.0 | 2.4 | 2.3 | 3.3 | 3.2 | 3.4 | 2.1 | 2.5 | 2.3 | 2.7 | 3.1 | 3.0 | 3.0 | 2.7 | 3.7 | 2.7 |
| Dividend Growth(%) | N/A | -54.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 26.0 | 40.3 | 18.8 | -8.0 | -19.4 | -22.1 | -14.3 | -0.8 | -32.4 | 5.2 | -10.2 | 62.4 | -13.3 | 9.7 | -10.3 | -14.8 | 0.5 | 2.4 | 8.2 | -28.7 | 32.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/03/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni New York Intermediate Asset Class Trend Rankings |
Top Rated Funds in Muni New York Intermediate
Best Mutual Funds
- MNYMX (BNY MELLON NEW YORK INTERMEDIATE TAX-EXEMPT BOND FUND CLASS M) 0.19% (92%)
- JNYIX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS I) 0.0% (88%)
- MNYIX (BNY MELLON NEW YORK INTERMEDIATE TAX-EXEMPT BOND FUND INVESTOR SHARES) 0.10% (83%)
- SENYX (STET NEW YORK MUNICIPAL BOND FUND STET NEW YORK MUNICIPAL BOND FUND - CLASS A) 0.10% (79%)
- GNYTX (COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI BOND FUND CLASS Z) 0.09% (75%)
- DNYIX (DREYFUS NEW YORK AMT-FREE MUNICIPAL BOND FUND CLASS I) 0.08% (71%)
- LMIIX (WESTERN ASSET INTERMEDIATE MATURITY NEW YORK MUNICIPALS FUND CLASS I) 0.12% (67%)
- EZNYX (EATON VANCE NEW YORK MUNICIPAL OPPORTUNITIES FUND EATON VANCE NEW YORK MUNICIPAL OPPORTUNITIES FUND CLASS C) 0.0% (58%)
- FKNCX (FRANKLIN NEW YORK INTERMEDIATE-TERM TAX-FREE INCOME FUND CLASS C) 0.09% (54%)
- THNYX (THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND - CLASS A) 0.0% (33%)
Best ETFs
* Day change on 07/09/2025.Best Closed End Funds
* Day change on 07/09/2025.Latest Articles Related to JCNTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
