Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JITZX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS R6) | NA | 3.02% | 4.06% | 1.00% | NA | NA | NA | … | … |
Data as of 11/28/2025, Common starting date is 11/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JITZX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS R6) | 11/06/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.02 | 4.06 | 1.00 | NA | NA | NA | … | … | 2.36 | 2.30 | 5.16 | -7.80 | 1.18 | 4.90 | 6.47 | 1.17 | -0.03 |
| Sharpe Ratio | NA | -0.35 | 0.02 | -0.51 | NA | NA | NA | … | … | -0.08 | -0.49 | 0.45 | -2.59 | 0.82 | 0.62 | 3.09 | -0.15 | -0.46 |
| Standard Deviation(%) | NA | 4.06 | 3.41 | 3.14 | NA | NA | NA | … | … | 4.12 | 2.72 | 3.39 | 3.58 | 1.41 | 7.45 | 1.62 | 1.37 | 2.42 |
| Draw Down(%) | NA | 4.19 | 5.56 | 12.18 | NA | NA | NA | … | … | 4.19 | 1.97 | 5.56 | 11.67 | 2.10 | 11.17 | 1.59 | 1.48 | 1.17 |
| Yield(%) | 0.00 | 3.49 | 3.71 | 3.05 | 2.36 | 1.58 | 1.18 | … | … | 3.24 | 3.74 | 3.41 | 2.69 | 3.18 | 2.31 | 2.64 | 2.61 | 0.43 |
Data as of 11/28/2025, Common starting date is 11/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JITZX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS R6) |
-2.41%
Oct 2020 – Oct 2023 |
0.31%
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 |
|---|---|---|---|---|
| JITZX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS R6) |
5.27%
Oct 2022 – Oct 2025 |
1.84%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart