Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JITIX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS I) | NA | 2.97% | 3.94% | 0.72% | 1.86% | 2.34% | 2.79% | … | … |
Data as of 11/28/2025, Common starting date is 09/18/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JITIX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS I) | 09/18/2001 | 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 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.97 | 3.94 | 0.72 | 1.86 | 2.34 | 2.79 | … | … | 2.32 | 2.19 | 5.07 | -7.99 | 0.17 | 4.80 | 6.45 | 1.08 | 3.28 | -0.30 | 2.44 | 5.55 | -1.33 | 3.69 | 8.09 | 1.77 | 7.45 | 2.34 | 3.95 | 3.74 | 1.41 | 2.33 | 2.10 | 4.40 | -2.64 |
| Sharpe Ratio | NA | -0.37 | -0.01 | -0.60 | 0.05 | NA | NA | … | … | -0.09 | -1.61 | 0.24 | -2.66 | 0.09 | 0.62 | 3.16 | -0.17 | 1.66 | -0.22 | 1.43 | 3.55 | -0.56 | 2.19 | 4.14 | 0.86 | 2.99 | 0.37 | 0.54 | 0.31 | -0.41 | 0.43 | 0.47 | 1.21 | -3.41 |
| Standard Deviation(%) | NA | 4.03 | 3.40 | 3.15 | 3.41 | NA | NA | … | … | 4.09 | 2.73 | 3.38 | 3.54 | 1.63 | 7.37 | 1.59 | 1.38 | 1.60 | 2.26 | 1.68 | 1.56 | 2.44 | 1.67 | 1.95 | 1.94 | 2.46 | 3.86 | 1.79 | 1.52 | 1.86 | 3.19 | 2.97 | 2.72 | 3.02 |
| Draw Down(%) | NA | 4.19 | 5.61 | 13.01 | 13.01 | NA | NA | … | … | 4.19 | 1.98 | 5.61 | 11.74 | 2.10 | 11.16 | 1.61 | 1.44 | 1.50 | 5.05 | 2.14 | 1.27 | 4.62 | 1.61 | 1.88 | 3.40 | 2.52 | 6.46 | 1.56 | 1.04 | 2.54 | 4.88 | 4.99 | 3.53 | 4.15 |
| Yield(%) | 0.00 | 3.46 | 3.59 | 2.79 | 2.68 | 2.85 | 3.09 | … | … | 3.21 | 3.64 | 3.31 | 2.50 | 2.30 | 2.20 | 2.53 | 2.53 | 2.50 | 2.73 | 3.02 | 3.10 | 2.92 | 3.03 | 3.30 | 2.89 | 3.54 | 3.69 | 3.85 | 3.93 | 3.84 | 3.81 | 2.61 | 0.00 | 0.00 |
Data as of 11/28/2025, Common starting date is 09/18/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JITIX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS I) |
-2.80%
Oct 2020 – Oct 2023 |
0.02%
Oct 2017 – Oct 2022 |
0.95%
Oct 2012 – Oct 2022 |
1.99%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JITIX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS I) |
6.10%
Sep 2008 – Sep 2011 |
5.10%
Jul 2007 – Jul 2012 |
4.07%
Jun 2006 – Jun 2016 |
3.55%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart