Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCBCX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS C) | 0.79% | 4.84% | 2.63% | 0.24% | 0.96% | 1.80% | 2.29% | … | … |
Data as of 06/05/2026, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCBCX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS C) | 03/01/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 4.84 | 2.63 | 0.24 | 0.96 | 1.80 | 2.29 | … | … | 0.79 | 3.07 | 0.87 | 4.31 | -7.12 | -0.72 | 3.42 | 5.15 | 0.65 | 2.97 | -1.22 | 1.70 | 5.83 | -1.49 | 4.58 | 9.33 | 1.68 | 8.19 | -0.75 | 3.02 | 3.17 | 0.87 |
| Sharpe Ratio | NA | 0.99 | -0.15 | -0.79 | -0.21 | NA | NA | … | … | -0.42 | 0.05 | -1.09 | 0.24 | -2.70 | -0.50 | 0.44 | 2.34 | -0.52 | 1.29 | -0.64 | 1.05 | 3.67 | -0.57 | 2.39 | 4.34 | 0.68 | 2.59 | -0.37 | -0.06 | -0.16 | -0.75 |
| Standard Deviation(%) | NA | 2.11 | 3.05 | 2.90 | 3.28 | NA | NA | … | … | 2.50 | 3.78 | 2.52 | 2.79 | 3.18 | 1.49 | 7.23 | 1.57 | 1.40 | 1.81 | 2.26 | 1.59 | 1.58 | 2.69 | 1.91 | 2.14 | 2.33 | 3.12 | 4.58 | 2.06 | 1.55 | 1.75 |
| Draw Down(%) | NA | 2.44 | 4.57 | 11.28 | 11.48 | NA | NA | … | … | 2.44 | 4.12 | 2.13 | 4.94 | 10.47 | 2.07 | 10.62 | 1.68 | 1.55 | 1.77 | 5.71 | 2.30 | 1.31 | 5.32 | 1.87 | 2.08 | 4.69 | 3.09 | 8.47 | 1.67 | 1.17 | 1.24 |
| Yield(%) | 0.00 | 2.59 | 2.37 | 1.80 | 1.73 | 2.09 | 2.37 | … | … | 0.98 | 2.61 | 2.31 | 1.96 | 1.26 | 0.90 | 1.11 | 1.80 | 2.12 | 2.11 | 1.92 | 2.48 | 2.61 | 3.32 | 2.19 | 2.71 | 2.29 | 3.06 | 3.23 | 3.24 | 3.11 | 2.20 |
Data as of 06/05/2026, Common starting date is 03/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBCX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS C) |
-2.90%
Oct 2020 – Oct 2023 |
-0.71%
Jul 2020 – Jul 2025 |
0.52%
Oct 2012 – Oct 2022 |
1.51%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBCX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS C) |
6.35%
Dec 2008 – Dec 2011 |
5.12%
Feb 2008 – Feb 2013 |
3.82%
Jun 2006 – Jun 2016 |
3.08%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart