Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JCBAX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS A) | -0.41% | 0.90% | 2.07% | 0.04% | 1.43% | 2.20% | 2.61% | 2.76% |
Data as of 07/03/2025, AR inception is 09/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCBAX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS A) | 09/19/2001 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 0.90 | 2.07 | 0.04 | 1.43 | 2.20 | 2.61 | 2.76 | -0.41 | 1.26 | 4.89 | -6.59 | -0.31 | 3.99 | 5.58 | 1.17 | 3.45 | -0.71 | 2.20 | 6.38 | -0.98 | 5.06 | 9.92 | 2.13 | 8.80 | -0.28 | 3.54 | 3.73 | 1.54 | 2.52 | 3.75 | 6.15 | -1.93 |
| Sharpe Ratio | NA | -0.63 | -0.26 | -0.64 | 0.01 | NA | NA | 0.51 | -0.83 | -0.96 | 0.43 | -2.52 | -0.11 | 0.51 | 2.60 | -0.16 | 1.55 | -0.40 | 1.40 | 4.16 | -0.37 | 2.62 | 4.58 | 0.86 | 2.78 | -0.27 | 0.19 | 0.19 | -0.39 | 0.48 | 0.93 | 1.79 | -2.95 |
| Standard Deviation(%) | NA | 3.95 | 3.17 | 3.07 | 3.37 | NA | NA | 2.98 | 5.04 | 2.45 | 2.87 | 3.19 | 3.16 | 7.29 | 1.58 | 1.35 | 1.81 | 2.32 | 1.55 | 1.53 | 2.77 | 1.93 | 2.16 | 2.38 | 3.13 | 4.60 | 2.04 | 1.67 | 1.86 | 3.18 | 3.25 | 2.79 | 2.73 |
| Draw Down(%) | NA | 4.28 | 5.08 | 11.96 | 11.96 | NA | NA | 11.96 | 4.04 | 1.98 | 4.61 | 10.12 | 3.36 | 10.61 | 1.63 | 1.42 | 1.64 | 5.55 | 2.13 | 1.27 | 5.24 | 1.82 | 2.03 | 4.57 | 3.00 | 8.19 | 1.73 | 1.17 | 2.36 | 4.82 | 4.95 | 4.17 | 3.53 |
| Yield(%) | 0.00 | 2.67 | 2.51 | 1.95 | 2.21 | 2.59 | 2.83 | 3.01 | 1.25 | 2.78 | 2.43 | 1.71 | 1.38 | 1.60 | 2.25 | 2.61 | 2.59 | 2.41 | 2.96 | 3.08 | 3.79 | 2.68 | 3.21 | 2.74 | 3.48 | 3.67 | 3.65 | 3.56 | 3.58 | 4.61 | 6.00 | 2.55 | 0.00 |
Data as of 07/03/2025, AR inception is 09/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBAX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS A) |
-2.45%
Oct 2020 - Oct 2023 |
-0.07%
Oct 2017 - Oct 2022 |
1.02%
Oct 2012 - Oct 2022 |
2.20%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBAX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS A) |
6.89%
Dec 2008 - Dec 2011 |
5.64%
Feb 2008 - Feb 2013 |
4.36%
Nov 2002 - Nov 2012 |
3.65%
May 2002 - May 2017 |
Annualized Rolling Returns Comparison Chart