Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSTSX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS R6) | 0.72% | 3.66% | 3.33% | 1.18% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSTSX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS R6) | 10/05/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 3.66 | 3.33 | 1.18 | NA | NA | NA | … | … | 0.72 | 4.36 | 2.26 | 3.55 | -4.77 | 0.32 | 3.53 | 4.91 | 1.38 |
| Sharpe Ratio | NA | 0.79 | 0.11 | -0.71 | NA | NA | NA | … | … | -0.86 | 0.75 | -0.89 | -0.05 | -2.51 | 0.26 | 0.62 | 3.14 | 4.04 |
| Standard Deviation(%) | NA | 1.14 | 1.77 | 1.92 | NA | NA | NA | … | … | 1.42 | 1.98 | 1.53 | 2.13 | 2.48 | 1.13 | 5.27 | 1.10 | 1.10 |
| Draw Down(%) | NA | 1.21 | 2.32 | 8.23 | NA | NA | NA | … | … | 1.21 | 2.05 | 1.11 | 2.89 | 7.77 | 1.33 | 8.11 | 1.13 | 0.24 |
| Yield(%) | 0.00 | 2.84 | 2.90 | 2.29 | 1.71 | 1.14 | 0.86 | … | … | 1.01 | 3.12 | 3.00 | 2.40 | 1.70 | 1.51 | 1.73 | 2.10 | 0.51 |
Data as of 06/04/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSTSX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS R6) |
-1.33%
Oct 2020 – Oct 2023 |
0.75%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSTSX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS R6) |
4.23%
Oct 2022 – Oct 2025 |
1.50%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart