Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JITAX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS A) | NA | 2.84% | 3.69% | 0.49% | 1.61% | 2.08% | 2.54% | … | … |
Data as of 11/28/2025, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JITAX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS A) | 01/09/2004 | 11/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.84 | 3.69 | 0.49 | 1.61 | 2.08 | 2.54 | … | … | 2.27 | 1.72 | 4.78 | -8.22 | -0.01 | 4.56 | 6.16 | 0.81 | 2.90 | -0.57 | 2.23 | 5.30 | -1.55 | 3.37 | 7.80 | 1.60 | 7.18 | 2.07 | 3.73 | 3.44 | 1.18 | 1.99 |
| Sharpe Ratio | NA | -0.38 | -0.08 | -0.62 | -0.02 | NA | NA | … | … | -0.11 | -1.80 | 0.16 | -2.69 | -0.01 | 0.59 | 2.93 | -0.36 | 1.42 | -0.34 | 1.32 | 3.37 | -0.65 | 2.03 | 4.13 | 0.77 | 2.86 | 0.30 | 0.42 | 0.11 | -0.53 | 0.37 |
| Standard Deviation(%) | NA | 4.02 | 3.36 | 3.36 | 3.51 | NA | NA | … | … | 4.07 | 2.71 | 3.33 | 3.59 | 3.15 | 7.34 | 1.62 | 1.40 | 1.60 | 2.30 | 1.67 | 1.57 | 2.43 | 1.65 | 1.88 | 1.97 | 2.48 | 3.86 | 1.75 | 1.52 | 1.89 | 2.92 |
| Draw Down(%) | NA | 4.12 | 5.83 | 13.77 | 13.77 | NA | NA | … | … | 4.12 | 1.96 | 5.83 | 12.01 | 3.14 | 11.13 | 1.59 | 1.55 | 1.55 | 5.17 | 2.28 | 1.28 | 4.81 | 1.61 | 1.97 | 3.50 | 2.52 | 6.39 | 1.56 | 1.03 | 2.43 | 3.86 |
| Yield(%) | 0.00 | 3.22 | 3.29 | 2.53 | 2.39 | 2.56 | 2.80 | … | … | 3.00 | 3.31 | 2.99 | 2.24 | 1.99 | 1.93 | 2.22 | 2.24 | 2.15 | 2.41 | 2.72 | 2.80 | 2.64 | 2.73 | 3.01 | 2.62 | 3.24 | 3.42 | 3.55 | 3.65 | 3.59 | 3.28 |
Data as of 11/28/2025, Common starting date is 01/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JITAX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS A) |
-3.02%
Oct 2020 – Oct 2023 |
-0.25%
Oct 2017 – Oct 2022 |
0.69%
Oct 2012 – Oct 2022 |
1.74%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JITAX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS A) |
5.85%
Sep 2008 – Sep 2011 |
4.85%
Jul 2007 – Jul 2012 |
3.82%
Jun 2006 – Jun 2016 |
3.30%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart