Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMBAX (JPMORGAN TAX FREE BOND FUND CLASS A) | 0.92% | 5.63% | 3.37% | -0.20% | 1.43% | 2.57% | 2.85% | … | … |
Data as of 06/03/2026, Common starting date is 03/30/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMBAX (JPMORGAN TAX FREE BOND FUND CLASS A) | 03/30/1988 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 5.63 | 3.37 | -0.20 | 1.43 | 2.57 | 2.85 | … | … | 0.92 | 3.45 | 1.86 | 6.38 | -13.13 | 2.37 | 5.45 | 7.44 | 0.46 | 3.83 | 0.26 | 2.96 | 9.95 | -2.49 | 6.41 | 7.98 | 0.85 | 10.25 | -1.70 | 2.90 | 4.00 | 2.27 | 3.77 | 4.37 | 8.69 | 4.10 | 11.49 | -3.39 | 5.71 | 9.16 | 3.36 | 14.74 | -1.97 | 2.65 | 7.31 | 11.19 | 7.77 | 7.12 | 10.52 |
| Sharpe Ratio | NA | 0.96 | 0.13 | -0.61 | -0.04 | NA | NA | … | … | -0.23 | 0.12 | -0.54 | 0.52 | -2.49 | 0.73 | 0.54 | 3.35 | -0.52 | 1.53 | 0.02 | 1.39 | 5.07 | -0.76 | 3.47 | 3.96 | 0.35 | 3.68 | -0.50 | -0.12 | 0.33 | 0.00 | 0.87 | 1.05 | 2.41 | 0.65 | 2.90 | -2.67 | 0.90 | 1.90 | -0.06 | 2.44 | -1.04 | 0.06 | 1.40 | 2.50 | 0.55 | 0.27 | 2.11 |
| Standard Deviation(%) | NA | 2.60 | 4.24 | 4.47 | 4.68 | NA | NA | … | … | 3.00 | 4.64 | 3.28 | 5.27 | 5.86 | 3.24 | 9.63 | 1.78 | 1.80 | 2.08 | 2.74 | 2.11 | 1.96 | 3.31 | 1.85 | 2.01 | 2.19 | 2.76 | 5.29 | 2.05 | 1.79 | 2.19 | 3.22 | 3.47 | 3.13 | 2.56 | 2.51 | 2.53 | 2.48 | 2.87 | 4.70 | 4.41 | 4.84 | 8.81 | 3.42 | 2.89 | 4.10 | 4.40 | 4.27 |
| Draw Down(%) | NA | 2.73 | 8.07 | 18.94 | 18.94 | NA | NA | … | … | 2.73 | 4.69 | 2.27 | 8.45 | 18.51 | 3.18 | 13.46 | 1.61 | 2.05 | 1.29 | 6.19 | 2.63 | 1.58 | 6.94 | 1.76 | 1.82 | 4.38 | 2.68 | 9.15 | 1.87 | 1.34 | 2.39 | 5.60 | 5.59 | 3.60 | 3.90 | 3.05 | 5.75 | 1.92 | 2.47 | 4.43 | 2.94 | 6.59 | 6.80 | 2.90 | 1.48 | 3.86 | 2.93 | 2.17 |
| Yield(%) | 0.00 | 3.38 | 3.42 | 2.71 | 2.91 | 3.39 | 3.50 | … | … | 1.20 | 3.54 | 3.46 | 3.41 | 2.48 | 2.11 | 2.27 | 2.83 | 3.31 | 3.30 | 5.19 | 4.38 | 4.60 | 3.83 | 3.62 | 4.24 | 3.71 | 4.50 | 4.16 | 4.23 | 4.22 | 4.38 | 5.64 | 4.36 | 3.74 | 4.51 | 4.84 | 4.48 | 4.64 | 4.80 | 5.42 | 5.00 | 4.82 | 5.15 | 5.68 | 6.49 | 6.82 | 6.90 | 6.52 |
Data as of 06/03/2026, Common starting date is 03/30/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBAX (JPMORGAN TAX FREE BOND FUND CLASS A) |
-4.28%
Oct 2020 – Oct 2023 |
-0.78%
Oct 2017 – Oct 2022 |
0.97%
Oct 2012 – Oct 2022 |
2.22%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMBAX (JPMORGAN TAX FREE BOND FUND CLASS A) |
10.95%
Sep 1990 – Sep 1993 |
9.50%
May 1988 – May 1993 |
7.18%
May 1988 – May 1998 |
6.66%
May 1988 – May 2003 |
Annualized Rolling Returns Comparison Chart