Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RUNFX (JPMORGAN TAX FREE BOND FUND CLASS R6) | 1.20% | 5.81% | 3.72% | 0.09% | 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 |
|---|---|---|
| RUNFX (JPMORGAN TAX FREE 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 (%) | 0.56 | 5.81 | 3.72 | 0.09 | NA | NA | NA | … | … | 1.20 | 3.74 | 2.15 | 6.62 | -12.88 | 2.67 | 5.77 | 7.76 | 2.04 |
| Sharpe Ratio | NA | 1.05 | 0.19 | -0.56 | NA | NA | NA | … | … | -0.17 | 0.19 | -0.45 | 0.57 | -2.42 | 1.49 | 0.57 | 3.36 | 3.80 |
| Standard Deviation(%) | NA | 2.53 | 4.18 | 4.45 | NA | NA | NA | … | … | 2.85 | 4.58 | 3.25 | 5.23 | 5.94 | 1.77 | 9.65 | 1.87 | 1.97 |
| Draw Down(%) | NA | 2.62 | 8.03 | 18.67 | NA | NA | NA | … | … | 2.62 | 4.60 | 2.24 | 8.34 | 18.29 | 2.55 | 13.44 | 1.54 | 0.56 |
| Yield(%) | 0.00 | 3.63 | 3.70 | 2.95 | 2.41 | 1.61 | 1.21 | … | … | 1.28 | 3.82 | 3.74 | 3.71 | 2.72 | 2.40 | 2.56 | 3.13 | 0.90 |
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 |
|---|---|---|---|---|
| RUNFX (JPMORGAN TAX FREE BOND FUND CLASS R6) |
-4.01%
Oct 2020 – Oct 2023 |
-0.30%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUNFX (JPMORGAN TAX FREE BOND FUND CLASS R6) |
6.15%
Oct 2022 – Oct 2025 |
1.68%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
