Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTFCX (JPMORGAN TAX FREE BOND FUND CLASS C) | 0.83% | 4.92% | 2.81% | -0.77% | 0.96% | 2.01% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTFCX (JPMORGAN TAX FREE BOND FUND CLASS C) | 07/09/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 4.92 | 2.81 | -0.77 | 0.96 | 2.01 | NA | … | … | 0.83 | 2.88 | 1.18 | 5.85 | -13.69 | 1.78 | 4.88 | 6.79 | -0.11 | 4.22 | -0.39 | 2.27 | 9.18 | -3.19 | 5.75 | 7.19 | -0.05 | 5.45 | -4.86 |
| Sharpe Ratio | NA | 0.74 | -0.01 | -0.74 | -0.15 | NA | NA | … | … | -0.40 | 0.00 | -0.73 | 0.42 | -2.56 | 1.01 | 0.48 | 2.90 | -0.83 | 1.74 | -0.22 | 1.06 | 4.50 | -0.98 | 3.10 | 3.60 | -0.07 | 1.84 | -1.57 |
| Standard Deviation(%) | NA | 2.54 | 4.23 | 4.48 | 4.61 | NA | NA | … | … | 2.92 | 4.58 | 3.33 | 5.29 | 5.93 | 1.75 | 9.64 | 1.83 | 1.81 | 2.06 | 2.73 | 2.12 | 2.03 | 3.31 | 1.85 | 1.99 | 2.18 | 2.91 | 6.58 |
| Draw Down(%) | NA | 2.71 | 8.24 | 19.58 | 19.58 | NA | NA | … | … | 2.71 | 4.69 | 2.32 | 8.74 | 18.97 | 2.55 | 13.50 | 1.63 | 2.52 | 1.35 | 6.41 | 2.86 | 1.72 | 7.16 | 1.84 | 1.83 | 4.54 | 2.94 | 9.29 |
| Yield(%) | 0.00 | 2.86 | 2.88 | 2.23 | 2.40 | 2.81 | 2.30 | … | … | 1.01 | 2.99 | 2.90 | 2.88 | 1.96 | 1.53 | 1.69 | 2.26 | 2.79 | 2.74 | 4.57 | 3.72 | 3.91 | 3.17 | 2.97 | 3.57 | 2.83 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTFCX (JPMORGAN TAX FREE BOND FUND CLASS C) |
-4.83%
Oct 2020 – Oct 2023 |
-1.35%
Oct 2017 – Oct 2022 |
0.44%
Oct 2012 – Oct 2022 |
1.58%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTFCX (JPMORGAN TAX FREE BOND FUND CLASS C) |
6.29%
Aug 2013 – Aug 2016 |
4.48%
Jun 2011 – Jun 2016 |
3.71%
Jan 2011 – Jan 2021 |
2.24%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart