Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JITCX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS C) | NA | 3.20% | 3.79% | 0.06% | 1.11% | 1.46% | 1.95% | … | … |
Data as of 11/14/2025, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JITCX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS C) | 01/09/2004 | 11/14/2025 |
| 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 | 3.20 | 3.79 | 0.06 | 1.11 | 1.46 | 1.95 | … | … | 1.92 | 1.37 | 4.23 | -8.68 | -0.63 | 3.99 | 5.54 | 0.37 | 2.34 | -1.22 | 1.56 | 4.53 | -2.16 | 2.71 | 7.06 | 0.93 | 6.46 | 1.46 | 2.94 | 2.84 | 0.52 | -0.10 |
| Sharpe Ratio | NA | -0.33 | -0.05 | -0.79 | -0.16 | NA | NA | … | … | -0.18 | -0.82 | 0.17 | -2.84 | -0.39 | 0.51 | 2.50 | -0.74 | 1.06 | -0.63 | 0.89 | 2.78 | -0.89 | 1.58 | 3.75 | 0.43 | 2.58 | 0.13 | -0.12 | -0.38 | -0.95 | -0.37 |
| Standard Deviation(%) | NA | 4.03 | 3.40 | 3.15 | 3.41 | NA | NA | … | … | 4.13 | 2.73 | 3.37 | 3.57 | 1.69 | 7.37 | 1.62 | 1.36 | 1.60 | 2.28 | 1.71 | 1.62 | 2.45 | 1.70 | 1.88 | 1.95 | 2.47 | 3.84 | 1.77 | 1.50 | 1.83 | 2.94 |
| Draw Down(%) | NA | 4.30 | 6.01 | 13.87 | 13.87 | NA | NA | … | … | 4.20 | 2.15 | 6.01 | 12.35 | 2.00 | 11.16 | 1.67 | 1.85 | 1.62 | 5.45 | 2.46 | 1.36 | 5.05 | 1.69 | 1.97 | 3.65 | 2.58 | 6.69 | 1.70 | 1.14 | 2.55 | 4.95 |
| Yield(%) | 0.00 | 3.20 | 2.91 | 2.15 | 1.95 | 2.02 | 2.26 | … | … | 2.76 | 2.86 | 2.52 | 1.79 | 1.51 | 1.41 | 1.72 | 1.75 | 1.68 | 1.82 | 2.07 | 2.18 | 2.04 | 2.16 | 2.39 | 2.06 | 2.67 | 2.84 | 2.98 | 3.07 | 3.08 | 2.64 |
Data as of 11/14/2025, 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 |
|---|---|---|---|---|
| JITCX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS C) |
-3.54%
Oct 2020 – Oct 2023 |
-0.78%
Oct 2017 – Oct 2022 |
0.09%
Oct 2012 – Oct 2022 |
1.14%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JITCX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS C) |
5.15%
Sep 2008 – Sep 2011 |
4.16%
Jul 2007 – Jul 2012 |
3.13%
Jun 2006 – Jun 2016 |
2.65%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart