Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STMCX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS C) | 0.30% | 2.52% | 2.27% | 0.18% | 0.65% | 0.61% | 1.08% | … | … |
Data as of 06/05/2026, Common starting date is 11/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STMCX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS C) | 11/29/2001 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 2.52 | 2.27 | 0.18 | 0.65 | 0.61 | 1.08 | … | … | 0.30 | 3.33 | 1.18 | 2.57 | -5.70 | -0.77 | 2.47 | 3.82 | 0.28 | 1.53 | -1.25 | 0.45 | 0.79 | -0.73 | 0.28 | 2.10 | 0.26 | 4.35 | 1.97 | 3.19 | 2.36 | 0.47 | 0.81 | 2.21 | 3.49 | -0.30 |
| Sharpe Ratio | NA | -0.03 | -0.45 | -1.22 | -0.43 | NA | NA | … | … | -1.43 | 0.22 | -1.54 | -0.51 | -2.90 | -0.74 | 0.42 | 2.13 | -1.09 | 0.73 | -0.95 | 0.36 | 0.83 | -0.74 | 0.29 | 2.28 | 0.15 | 3.72 | 0.53 | 0.06 | -1.49 | -2.08 | -0.11 | 0.75 | 1.71 | -3.61 |
| Standard Deviation(%) | NA | 1.17 | 1.79 | 1.92 | 2.30 | NA | NA | … | … | 1.41 | 2.00 | 1.58 | 2.13 | 2.46 | 1.07 | 5.28 | 1.10 | 1.01 | 1.20 | 1.54 | 1.17 | 0.94 | 1.03 | 0.78 | 0.90 | 1.11 | 1.14 | 1.90 | 0.75 | 0.71 | 0.86 | 1.66 | 2.00 | 1.37 | 1.33 |
| Draw Down(%) | NA | 1.38 | 2.47 | 9.31 | 9.50 | NA | NA | … | … | 1.38 | 2.05 | 1.13 | 3.39 | 8.43 | 1.46 | 8.17 | 1.21 | 1.16 | 1.47 | 3.62 | 1.84 | 0.83 | 1.95 | 0.71 | 0.98 | 1.75 | 0.58 | 2.62 | 0.30 | 0.20 | 0.92 | 2.86 | 1.81 | 1.56 | 0.59 |
| Yield(%) | 0.00 | 1.92 | 1.90 | 1.35 | 1.10 | 0.82 | 1.05 | … | … | 0.69 | 2.12 | 1.95 | 1.36 | 0.76 | 0.51 | 0.70 | 1.05 | 1.03 | 0.48 | 0.90 | 0.17 | 0.04 | 0.11 | 0.28 | 0.57 | 0.64 | 1.30 | 2.24 | 2.37 | 2.04 | 1.82 | 1.66 | 2.00 | 1.21 | 0.28 |
Data as of 06/05/2026, Common starting date is 11/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMCX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS C) |
-2.32%
Oct 2020 – Oct 2023 |
-0.64%
Oct 2017 – Oct 2022 |
-0.24%
Oct 2012 – Oct 2022 |
0.45%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STMCX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS C) |
3.26%
Sep 2006 – Sep 2009 |
2.77%
Aug 2005 – Aug 2010 |
2.16%
Mar 2002 – Mar 2012 |
1.46%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart