Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRBIX (JPMORGAN TAX FREE BOND FUND CLASS I) | 1.19% | 5.78% | 3.64% | 0.02% | 1.77% | 2.85% | 3.11% | … | … |
Data as of 06/04/2026, Common starting date is 03/30/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRBIX (JPMORGAN TAX FREE BOND FUND CLASS I) | 03/30/1988 | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 5.78 | 3.64 | 0.02 | 1.77 | 2.85 | 3.11 | … | … | 1.19 | 3.70 | 2.10 | 6.55 | -12.92 | 2.53 | 5.70 | 7.70 | 0.68 | 5.04 | 0.45 | 3.25 | 10.08 | -2.33 | 6.59 | 8.10 | 0.99 | 10.47 | -1.52 | 3.10 | 4.11 | 2.45 | 4.03 | 5.01 | 9.52 | 4.38 | 11.78 | -3.14 | 5.99 | 9.34 | 3.76 | 15.04 | -1.97 | 2.65 | 7.31 | 11.19 | 7.77 | 7.12 | 10.52 |
| Sharpe Ratio | NA | 1.05 | 0.18 | -0.57 | 0.03 | NA | NA | … | … | -0.18 | 0.18 | -0.46 | 0.55 | -2.46 | 1.41 | 0.57 | 3.45 | -0.39 | 2.24 | 0.09 | 1.52 | 5.06 | -0.72 | 3.52 | 3.96 | 0.41 | 3.76 | -0.47 | -0.02 | 0.39 | 0.09 | 0.95 | 1.23 | 2.68 | 0.76 | 2.96 | -2.53 | 1.01 | 1.95 | 0.02 | 2.56 | -1.04 | 0.06 | 1.40 | 2.50 | 0.55 | 0.23 | 1.54 |
| Standard Deviation(%) | NA | 2.50 | 4.20 | 4.44 | 4.58 | NA | NA | … | … | 2.82 | 4.57 | 3.29 | 5.26 | 5.86 | 1.77 | 9.60 | 1.80 | 1.82 | 1.97 | 2.68 | 2.12 | 1.99 | 3.29 | 1.87 | 2.04 | 2.18 | 2.76 | 5.28 | 2.03 | 1.80 | 2.17 | 3.22 | 3.49 | 3.12 | 2.56 | 2.55 | 2.57 | 2.49 | 2.90 | 4.67 | 4.32 | 4.84 | 8.81 | 3.42 | 2.89 | 4.11 | 5.13 | 5.84 |
| Draw Down(%) | NA | 2.63 | 7.94 | 18.73 | 18.73 | NA | NA | … | … | 2.63 | 4.70 | 2.28 | 8.28 | 18.32 | 2.48 | 13.44 | 1.62 | 1.92 | 1.28 | 6.05 | 2.58 | 1.57 | 6.90 | 1.78 | 1.82 | 4.29 | 2.67 | 9.06 | 1.86 | 1.27 | 2.39 | 5.57 | 5.56 | 3.59 | 3.88 | 3.04 | 5.59 | 1.87 | 2.35 | 4.37 | 3.02 | 6.59 | 6.80 | 2.90 | 1.48 | 3.86 | 2.09 | 1.55 |
| Yield(%) | 0.00 | 3.60 | 3.65 | 2.91 | 3.12 | 3.59 | 3.69 | … | … | 1.28 | 3.78 | 3.70 | 3.64 | 2.68 | 2.34 | 2.49 | 3.07 | 3.54 | 3.53 | 5.40 | 4.58 | 4.79 | 4.01 | 3.80 | 4.43 | 3.86 | 4.69 | 4.35 | 4.43 | 4.40 | 4.56 | 5.90 | 4.98 | 4.59 | 4.78 | 5.10 | 4.73 | 4.90 | 5.04 | 5.72 | 5.38 | 4.82 | 5.15 | 5.68 | 6.49 | 6.82 | 6.89 | 6.52 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| PRBIX (JPMORGAN TAX FREE BOND FUND CLASS I) |
-4.06%
Oct 2020 – Oct 2023 |
-0.57%
Oct 2017 – Oct 2022 |
1.27%
Oct 2012 – Oct 2022 |
2.48%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRBIX (JPMORGAN TAX FREE BOND FUND CLASS I) |
10.95%
Sep 1990 – Sep 1993 |
9.50%
May 1988 – May 1993 |
7.28%
May 1988 – May 1998 |
6.85%
May 1988 – May 2003 |
Annualized Rolling Returns Comparison Chart