Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSTAX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS A) | 0.46% | 3.22% | 2.78% | 0.69% | 1.15% | 1.11% | 1.59% | … | … |
Data as of 06/03/2026, Common starting date is 05/20/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSTAX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS A) | 05/20/1998 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 3.22 | 2.78 | 0.69 | 1.15 | 1.11 | 1.59 | … | … | 0.46 | 3.89 | 1.65 | 3.15 | -5.26 | -0.26 | 3.03 | 4.31 | 0.80 | 2.02 | -0.77 | 0.97 | 1.32 | -0.26 | 0.79 | 2.70 | 0.71 | 4.88 | 2.50 | 3.67 | 2.88 | 1.02 | 1.24 | 2.68 | 5.71 | 4.85 | 5.49 | 0.83 | 3.24 |
| Sharpe Ratio | NA | 0.40 | -0.16 | -0.97 | -0.21 | NA | NA | … | … | -1.14 | 0.50 | -1.24 | -0.25 | -2.77 | -0.15 | 0.52 | 2.56 | -0.55 | 1.11 | -0.60 | 0.80 | 1.29 | -0.28 | 0.95 | 2.81 | 0.52 | 4.03 | 0.80 | 0.60 | -0.84 | -1.40 | 0.15 | 0.98 | 3.40 | 2.61 | 1.00 | -2.00 | 2.23 |
| Standard Deviation(%) | NA | 1.15 | 1.79 | 1.91 | 2.36 | NA | NA | … | … | 1.42 | 2.02 | 1.59 | 2.07 | 2.43 | 1.93 | 5.30 | 1.11 | 1.06 | 1.23 | 1.64 | 1.16 | 1.01 | 1.07 | 0.78 | 0.95 | 1.20 | 1.19 | 1.90 | 0.88 | 0.64 | 0.88 | 1.65 | 2.00 | 1.34 | 0.93 | 1.27 | 1.27 | 0.88 |
| Draw Down(%) | NA | 1.26 | 2.38 | 8.72 | 9.34 | NA | NA | … | … | 1.26 | 2.07 | 1.16 | 3.08 | 8.07 | 2.04 | 8.24 | 1.18 | 1.14 | 1.41 | 3.44 | 1.70 | 0.75 | 1.92 | 0.68 | 1.05 | 1.51 | 0.67 | 2.70 | 0.26 | 0.20 | 0.89 | 2.80 | 1.74 | 1.54 | 1.08 | 0.41 | 0.98 | 0.20 |
| Yield(%) | 0.00 | 2.41 | 2.43 | 1.84 | 1.61 | 1.33 | 1.58 | … | … | 0.85 | 2.65 | 2.51 | 1.91 | 1.25 | 1.03 | 1.23 | 1.60 | 1.54 | 1.05 | 1.41 | 0.68 | 0.56 | 0.58 | 0.79 | 1.05 | 1.10 | 1.80 | 2.76 | 2.92 | 2.54 | 2.37 | 2.19 | 2.56 | 3.24 | 3.78 | 4.15 | 3.59 | 2.32 |
Data as of 06/03/2026, Common starting date is 05/20/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSTAX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS A) |
-1.83%
Oct 2020 – Oct 2023 |
-0.16%
Oct 2017 – Oct 2022 |
0.26%
Oct 2012 – Oct 2022 |
0.96%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSTAX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS A) |
5.61%
May 2000 – May 2003 |
4.28%
Jun 1998 – Jun 2003 |
3.50%
Jan 2000 – Jan 2010 |
2.76%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison Chart