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JOAXX: JPMorgan Trust IV - Institutional Tax Free Money Market Fund (MUTUAL FUND)
Basic Info 1 0(0.0%) July 02
| Asset Class: | Money Market |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 03/06/2018 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 2.59% |
| Expenses | - |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 03/06/2018 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.8 | 2.1 | 2.4 | 1.4 | 1.0 | 2.6 | 2.5 | 1.0 | 0.0 | 0.4 | 0.1 | 0.0 |
| Sharpe Ratio | NA | -2.24 | -1.16 | -1.3 | -1.06 | -1.53 | -4.88 | -2.23 | -1.13 | -3.49 | 0.65 | -10.93 | 0.0 |
| Draw Down(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 0.6 | 0.7 | 0.7 | 0.6 | 0.5 | 0.8 | 0.8 | 0.4 | 0.0 | 0.2 | 0.1 | NA |
| Treynor Ratio | NA | 0.02 | 0.03 | 0.2 | -0.01 | -0.01 | -0.44 | -0.03 | 0.0 | 0.0 | 0.0 | 0.25 | NA |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 |
| Beta | NA | -0.67 | -0.31 | -0.05 | 0.61 | 0.62 | 0.09 | 0.69 | 0.93 | 0.16 | 0.37 | -0.05 | 0.0 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.06 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.8 | 2.3 | 2.6 | 1.6 | N/A | 3.1 | 3.0 | 1.0 | 0.0 | 0.4 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | -73.4 | -28.5 | 1553.2 | N/A | N/A | 2.0 | 211.3 | N/A | -100.0 | 191.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/06/2018
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