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JNYIX: JPMorgan NY Tax Free Bd Instl (MUTUAL FUND)
Basic Info 7.02 0(0.0%) May 14
| Asset Class: | Muni New York Intermediate |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 09/21/2001 |
| Last Dividend Date: | 04/28/2021 |
| 12-Mo. Yield | 1.97% |
| Expenses | 0.50% |
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Performance Analytics (As of 05/14/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | 0.3 | 5.0 | 3.8 | 2.1 | 2.8 | 3.4 | 3.0 | 3.6 | 6.0 | 0.9 | 2.0 | -0.1 | 2.1 | 4.9 | -0.7 | 3.7 | 8.8 | 2.2 | 8.0 | 2.3 | 4.1 | 3.4 | 1.1 | 2.5 | 2.5 | 4.9 | -2.2 |
| SR | NA | 0.38 | 3.22 | 0.71 | 0.37 | 0.84 | NA | 0.77 | 0.49 | 2.68 | -0.27 | 0.76 | -0.14 | 1.29 | 3.17 | -0.31 | 2.06 | 3.85 | 0.83 | 2.69 | 0.33 | 0.54 | 0.04 | -0.51 | 0.43 | 0.54 | 1.32 | -3.1 |
| DD(%) | NA | 1.7 | 1.7 | 10.5 | 10.5 | 10.5 | NA | 10.5 | 10.5 | 1.6 | 1.6 | 1.4 | 4.4 | 1.8 | 1.2 | 4.6 | 1.6 | 2.1 | 4.5 | 2.8 | 6.6 | 1.6 | 1.1 | 2.5 | 5.5 | 5.4 | 3.7 | 3.9 |
| SD(%) | NA | 1.7 | 1.5 | 4.2 | 3.5 | 2.8 | NA | 2.8 | 6.9 | 1.7 | 1.5 | 1.8 | 2.2 | 1.6 | 1.5 | 2.5 | 1.8 | 2.3 | 2.5 | 2.9 | 4.0 | 1.9 | 1.8 | 2.1 | 3.6 | 3.3 | 2.9 | 2.9 |
| TR | NA | 0.01 | 0.07 | 0.03 | 0.01 | 0.03 | NA | 0.03 | 0.03 | 0.07 | -0.01 | 0.02 | 0.0 | 0.03 | 0.09 | -0.01 | 0.06 | 0.11 | 0.03 | 0.1 | 0.02 | 0.02 | 0.0 | -0.02 | 0.02 | 0.02 | 0.05 | -0.15 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 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 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.03 |
| Beta(%) | NA | 0.8 | 0.69 | 0.94 | 0.9 | 0.84 | NA | 0.8 | 0.98 | 0.68 | 0.55 | 0.56 | 0.72 | 0.61 | 0.56 | 0.75 | 0.64 | 0.79 | 0.82 | 0.78 | 0.73 | 0.57 | 0.56 | 0.66 | 0.95 | 0.97 | 0.74 | 0.61 |
| RS | NA | 0.66 | 0.46 | 0.9 | 0.84 | 0.78 | NA | 0.74 | 0.96 | 0.44 | 0.37 | 0.44 | 0.7 | 0.5 | 0.42 | 0.79 | 0.55 | 0.68 | 0.71 | 0.72 | 0.86 | 0.45 | 0.46 | 0.55 | 0.87 | 0.75 | 0.59 | 0.46 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/21/2001
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni New York Intermediate Asset Class Trend Rankings |
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