Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPICX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS I) | 0.87% | 5.38% | 3.19% | 0.83% | 1.55% | 2.40% | 2.89% | … | … |
Data as of 06/04/2026, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPICX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS I) | 01/30/1997 | 06/04/2026 |
| 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 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 5.38 | 3.19 | 0.83 | 1.55 | 2.40 | 2.89 | … | … | 0.87 | 3.66 | 1.52 | 4.93 | -6.55 | -0.12 | 4.11 | 5.74 | 1.20 | 3.64 | -0.62 | 2.26 | 6.53 | -0.89 | 5.17 | 9.89 | 2.26 | 8.95 | -0.20 | 3.62 | 3.89 | 1.75 | 2.60 | 3.93 | 8.10 | 4.59 | 10.15 | -0.62 | 5.48 | 8.70 |
| Sharpe Ratio | NA | 1.18 | 0.03 | -0.60 | -0.03 | NA | NA | … | … | -0.34 | 0.21 | -0.84 | 0.46 | -2.53 | -0.10 | 0.53 | 2.73 | -0.13 | 1.70 | -0.36 | 1.41 | 4.21 | -0.35 | 2.70 | 4.58 | 0.90 | 2.79 | -0.25 | 0.23 | 0.29 | -0.27 | 0.52 | 0.97 | 2.32 | 0.88 | 2.98 | -1.86 | 0.81 | 2.19 |
| Standard Deviation(%) | NA | 2.13 | 3.02 | 2.87 | 3.27 | NA | NA | … | … | 2.52 | 3.68 | 2.51 | 2.81 | 3.17 | 1.42 | 7.26 | 1.56 | 1.33 | 1.77 | 2.29 | 1.58 | 1.55 | 2.66 | 1.91 | 2.15 | 2.40 | 3.17 | 4.60 | 2.04 | 1.64 | 1.88 | 3.10 | 3.30 | 3.00 | 2.46 | 1.99 | 2.14 | 2.49 | 2.66 |
| Draw Down(%) | NA | 2.51 | 4.26 | 10.54 | 10.59 | NA | NA | … | … | 2.51 | 4.03 | 2.02 | 4.56 | 10.02 | 2.05 | 10.59 | 1.65 | 1.42 | 1.65 | 5.53 | 2.14 | 1.28 | 5.23 | 1.76 | 1.96 | 4.52 | 3.13 | 8.07 | 1.65 | 1.18 | 2.39 | 4.89 | 5.02 | 4.15 | 3.25 | 1.80 | 3.04 | 1.74 | 2.02 |
| Yield(%) | 0.00 | 3.07 | 2.97 | 2.36 | 2.32 | 2.72 | 3.01 | … | … | 1.07 | 3.27 | 2.97 | 2.61 | 1.85 | 1.51 | 1.75 | 2.42 | 2.77 | 2.76 | 2.57 | 3.13 | 3.25 | 3.96 | 2.83 | 3.36 | 2.88 | 3.64 | 3.82 | 3.83 | 3.71 | 3.73 | 4.71 | 6.13 | 4.25 | 4.43 | 4.60 | 4.00 | 4.41 | 4.28 |
Data as of 06/04/2026, Common starting date is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPICX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS I) |
-2.34%
Oct 2020 – Oct 2023 |
-0.12%
Jul 2020 – Jul 2025 |
1.12%
Oct 2012 – Oct 2022 |
2.13%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPICX (JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS I) |
8.12%
May 2000 – May 2003 |
6.02%
Sep 1997 – Sep 2002 |
4.82%
Sep 1999 – Sep 2009 |
4.90%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart