Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLTZX (JPMORGAN MUNICIPAL INCOME FUND CLASS R6) | NA | 0.46% | -0.81% | 1.62% | NA | NA | NA | … | … |
Data as of 07/31/2023, Common starting date is 11/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLTZX (JPMORGAN MUNICIPAL INCOME FUND CLASS R6) | 11/06/2017 | 07/31/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.46 | -0.81 | 1.62 | NA | NA | NA | … | … | 2.42 | -7.58 | -0.20 | 4.85 | 6.29 | 0.88 | -0.31 |
| Sharpe Ratio | NA | -0.98 | -0.83 | 0.10 | NA | NA | NA | … | … | -0.07 | -2.58 | -0.16 | 0.68 | 3.51 | -0.34 | -1.19 |
| Standard Deviation(%) | NA | 3.10 | 2.56 | 3.68 | NA | NA | NA | … | … | 2.94 | 3.49 | 1.44 | 6.76 | 1.39 | 1.33 | 2.48 |
| Draw Down(%) | NA | 6.17 | 11.43 | 11.43 | NA | NA | NA | … | … | 2.50 | 10.97 | 2.08 | 10.19 | 1.43 | 1.52 | 1.32 |
| Yield(%) | 0.00 | 2.71 | 2.25 | 2.47 | 1.46 | 0.97 | 0.73 | … | … | 1.59 | 2.36 | 2.12 | 2.12 | 2.51 | 2.93 | 1.13 |
Data as of 07/31/2023, Common starting date is 11/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLTZX (JPMORGAN MUNICIPAL INCOME FUND CLASS R6) |
-1.62%
Oct 2019 – Oct 2022 |
1.11%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLTZX (JPMORGAN MUNICIPAL INCOME FUND CLASS R6) |
4.62%
Jul 2018 – Jul 2021 |
1.78%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart