Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCBSX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS R6) | 0.91% | 5.48% | 3.31% | 0.93% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCBSX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS R6) | 10/05/2018 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 5.48 | 3.31 | 0.93 | NA | NA | NA | … | … | 0.91 | 3.86 | 1.50 | 5.02 | -6.35 | -0.11 | 4.21 | 5.86 | 1.93 |
| Sharpe Ratio | NA | 1.19 | 0.06 | -0.57 | NA | NA | NA | … | … | -0.41 | 0.27 | -0.84 | 0.48 | -2.49 | -0.09 | 0.54 | 2.81 | 5.08 |
| Standard Deviation(%) | NA | 2.10 | 3.02 | 2.87 | NA | NA | NA | … | … | 2.48 | 3.62 | 2.54 | 2.89 | 3.14 | 1.41 | 7.26 | 1.57 | 1.37 |
| Draw Down(%) | NA | 2.50 | 4.23 | 10.42 | NA | NA | NA | … | … | 2.50 | 4.02 | 2.01 | 4.51 | 9.94 | 2.04 | 10.59 | 1.65 | 0.39 |
| Yield(%) | 0.00 | 3.16 | 3.06 | 2.45 | 1.90 | 1.27 | 0.95 | … | … | 1.11 | 3.36 | 3.05 | 2.70 | 1.96 | 1.62 | 1.85 | 2.54 | 0.76 |
Data as of 06/04/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBSX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS R6) |
-2.24%
Oct 2020 – Oct 2023 |
-0.03%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBSX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS R6) |
4.55%
Oct 2022 – Oct 2025 |
1.62%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart