Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCNTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS C) | 1.07% | 5.29% | 2.54% | 0.33% | 0.94% | 1.41% | 1.95% | … | … |
Data as of 06/03/2026, Common starting date is 02/11/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCNTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS C) | 02/11/2003 | 06/03/2026 |
| 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 5.29 | 2.54 | 0.33 | 0.94 | 1.41 | 1.95 | … | … | 1.07 | 2.65 | 0.91 | 4.19 | -6.57 | 0.00 | 2.88 | 5.25 | -0.15 | 2.39 | -1.00 | 1.00 | 3.92 | -1.67 | 2.92 | 7.70 | 1.15 | 6.91 | 1.25 | 2.97 | 2.44 | 0.20 | 1.40 | 2.38 |
| Sharpe Ratio | NA | 0.90 | -0.16 | -0.74 | -0.22 | NA | NA | … | … | -0.09 | -0.06 | -1.01 | 0.17 | -2.61 | -0.02 | 0.38 | 2.18 | -0.97 | 0.97 | -0.55 | 0.61 | 2.59 | -0.68 | 1.60 | 3.36 | 0.43 | 2.39 | 0.07 | -0.10 | -0.60 | -0.97 | 0.12 | 0.59 |
| Standard Deviation(%) | NA | 2.36 | 3.26 | 3.02 | 3.28 | NA | NA | … | … | 2.85 | 3.89 | 2.68 | 3.11 | 3.07 | 1.45 | 6.97 | 1.73 | 1.58 | 1.78 | 2.19 | 1.59 | 1.51 | 2.49 | 1.80 | 2.28 | 2.47 | 2.86 | 4.01 | 1.86 | 1.62 | 2.12 | 3.54 | 3.35 |
| Draw Down(%) | NA | 2.34 | 4.52 | 10.84 | 10.84 | NA | NA | … | … | 2.34 | 4.13 | 2.07 | 5.13 | 9.91 | 1.75 | 10.44 | 1.66 | 2.29 | 1.75 | 4.92 | 2.15 | 1.16 | 4.72 | 1.81 | 2.09 | 4.77 | 2.92 | 6.77 | 1.65 | 1.48 | 2.55 | 5.66 | 5.21 |
| Yield(%) | 0.00 | 2.83 | 2.61 | 1.98 | 1.86 | 2.17 | 2.39 | … | … | 1.07 | 2.89 | 2.58 | 2.09 | 1.37 | 1.14 | 1.26 | 1.62 | 2.04 | 2.37 | 2.31 | 3.34 | 3.20 | 3.38 | 2.10 | 2.54 | 2.29 | 2.66 | 3.06 | 3.05 | 2.96 | 2.66 | 3.67 | 2.74 |
Data as of 06/03/2026, Common starting date is 02/11/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCNTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS C) |
-2.46%
Oct 2020 – Oct 2023 |
-0.50%
Oct 2017 – Oct 2022 |
0.19%
Oct 2012 – Oct 2022 |
1.08%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCNTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS C) |
5.49%
Sep 2008 – Sep 2011 |
4.42%
Jul 2007 – Jul 2012 |
3.18%
Jun 2006 – Jun 2016 |
2.57%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart