Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNYIX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS I) | 1.13% | 5.36% | 3.08% | 0.88% | 1.54% | 2.13% | 2.75% | … | … |
Data as of 06/05/2026, Common starting date is 09/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNYIX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS I) | 09/20/2001 | 06/05/2026 |
| 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 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 5.36 | 3.08 | 0.88 | 1.54 | 2.13 | 2.75 | … | … | 1.13 | 3.23 | 1.50 | 4.84 | -5.86 | 0.61 | 3.64 | 6.02 | 0.93 | 1.98 | -0.09 | 2.10 | 4.92 | -0.75 | 3.69 | 8.82 | 2.18 | 7.99 | 2.26 | 4.07 | 3.37 | 1.11 | 2.50 | 2.50 | 4.89 | -2.19 |
| Sharpe Ratio | NA | 1.15 | -0.05 | -0.54 | -0.03 | NA | NA | … | … | 0.05 | 0.09 | -0.77 | 0.39 | -2.31 | 0.42 | 0.49 | 2.64 | -0.30 | 0.75 | -0.14 | 1.28 | 3.17 | -0.31 | 2.06 | 3.85 | 0.83 | 2.69 | 0.32 | 0.48 | -0.02 | -0.55 | 0.42 | 0.53 | 1.31 | -3.12 |
| Standard Deviation(%) | NA | 2.35 | 3.30 | 3.08 | 3.30 | NA | NA | … | … | 2.76 | 4.03 | 2.77 | 3.08 | 3.16 | 1.40 | 6.94 | 1.72 | 1.50 | 1.78 | 2.18 | 1.61 | 1.54 | 2.51 | 1.78 | 2.28 | 2.53 | 2.93 | 4.01 | 1.94 | 1.80 | 2.08 | 3.60 | 3.34 | 2.86 | 2.90 |
| Draw Down(%) | NA | 2.34 | 4.32 | 10.07 | 10.52 | NA | NA | … | … | 2.34 | 4.21 | 2.02 | 4.82 | 9.47 | 1.68 | 10.52 | 1.57 | 1.64 | 1.39 | 4.39 | 1.84 | 1.20 | 4.62 | 1.59 | 2.14 | 4.52 | 2.76 | 6.61 | 1.65 | 1.14 | 2.47 | 5.50 | 5.37 | 3.69 | 3.91 |
| Yield(%) | 0.00 | 3.22 | 3.13 | 2.53 | 2.52 | 2.90 | 3.21 | … | … | 1.12 | 3.45 | 3.15 | 2.72 | 2.04 | 1.89 | 2.00 | 2.39 | 2.93 | 3.13 | 3.20 | 4.26 | 4.17 | 4.28 | 2.99 | 3.48 | 3.46 | 3.59 | 3.90 | 3.97 | 3.86 | 3.56 | 4.74 | 3.25 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNYIX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS I) |
-1.75%
Oct 2020 – Oct 2023 |
0.25%
Jul 2020 – Jul 2025 |
0.94%
Oct 2012 – Oct 2022 |
1.83%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNYIX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS I) |
6.61%
Sep 2008 – Sep 2011 |
5.43%
Jul 2007 – Jul 2012 |
4.16%
Jun 2006 – Jun 2016 |
3.43%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart