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NJTFX: NEW JERSEY TAX-FREE BOND FUND NEW JERSEY TAX-FREE BOND FUND (MUTUAL FUND)
Basic Info 10.93 0(0.0%) July 25
See more info about NJTFXAsset Class: | Muni New Jersey |
MyPlanIQ Rating: | (85%) |
Start Date: | 06/21/1996 |
Last Dividend Date: | 06/30/2025 |
12-Mo. Yield | 3.25% |
Expenses | 0.43% |
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Performance Analytics (As of 07/22/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/21/1996 | 2024 | 2023 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 0.2 | -2.3 | -0.8 | 1.8 | 0.6 | 2.7 | 0.9 | 2.9 | 6.7 |
Sharpe Ratio ? | NA | -1.18 | -0.84 | -0.37 | -0.37 | 0.18 | -0.11 | -0.22 | 0.76 |
Draw Down(%) ? | NA | 5.3 | 5.6 | 8.4 | 14.6 | 14.6 | 14.6 | 2.2 | 5.9 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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See Muni New Jersey Asset Class Trend Rankings |
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