Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPCBX (JPMORGAN CALIFORNIA TAX FREE BOND FUND SELECT CLASS) | NA | -1.05% | 1.13% | 1.74% | 3.52% | 3.24% | 3.76% | … | … |
Data as of 10/31/2017, Common starting date is 04/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPCBX (JPMORGAN CALIFORNIA TAX FREE BOND FUND SELECT CLASS) | 04/29/1997 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.05 | 1.13 | 1.74 | 3.52 | 3.24 | 3.76 | … | … | 1.46 | -0.58 | 2.26 | 6.38 | -0.86 | 5.11 | 9.86 | 2.37 | 8.86 | -0.22 | 3.58 | 3.70 | 1.53 | 2.38 | 1.79 | 7.78 | 4.45 | 10.14 | -0.76 | 5.10 | 7.68 |
| Sharpe Ratio | NA | -0.81 | 0.51 | 0.81 | 1.29 | NA | NA | … | … | 1.08 | -0.34 | 1.42 | 4.19 | -0.32 | 2.69 | 4.44 | 0.97 | 2.80 | -0.25 | 0.28 | 0.24 | -0.35 | 0.47 | 0.35 | 2.27 | 0.85 | 3.11 | -0.67 | 0.51 | 2.25 |
| Standard Deviation(%) | NA | 1.97 | 1.75 | 1.97 | 2.55 | NA | NA | … | … | 1.08 | 2.30 | 1.57 | 1.52 | 2.74 | 1.89 | 2.21 | 2.36 | 3.13 | 4.59 | 2.01 | 1.69 | 1.84 | 3.05 | 3.12 | 2.94 | 2.54 | 1.96 | 5.92 | 3.46 | 3.56 |
| Draw Down(%) | NA | 4.05 | 5.53 | 5.53 | 8.06 | NA | NA | … | … | 0.74 | 5.53 | 2.19 | 1.26 | 5.24 | 1.73 | 2.02 | 4.53 | 3.10 | 8.06 | 1.64 | 1.17 | 2.26 | 4.92 | 5.33 | 4.17 | 3.21 | 1.77 | 3.54 | 2.40 | 2.50 |
| Yield(%) | 0.00 | 1.30 | 2.39 | 2.76 | 3.17 | 3.25 | 3.61 | … | … | 0.90 | 2.46 | 3.02 | 3.17 | 3.82 | 2.72 | 3.25 | 2.98 | 3.53 | 3.74 | 3.69 | 3.52 | 3.57 | 4.55 | 4.00 | 4.07 | 4.28 | 4.47 | 3.87 | 3.84 | 2.79 |
Data as of 10/31/2017, Common starting date is 04/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPCBX (JPMORGAN CALIFORNIA TAX FREE BOND FUND SELECT CLASS) |
1.31%
Sep 2014 – Sep 2017 |
1.76%
Sep 2012 – Sep 2017 |
3.17%
Oct 1998 – Oct 2008 |
3.09%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPCBX (JPMORGAN CALIFORNIA TAX FREE BOND FUND SELECT CLASS) |
7.53%
Sep 1999 – Sep 2002 |
5.85%
Sep 1997 – Sep 2002 |
4.47%
Sep 1999 – Sep 2009 |
4.58%
May 1997 – May 2012 |
Annualized Rolling Returns Comparison Chart