Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USMSX (JPMORGAN ULTRA-SHORT MUNICIPAL FUND CLASS A) | 0.72% | 2.55% | 3.04% | 1.88% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USMSX (JPMORGAN ULTRA-SHORT MUNICIPAL FUND CLASS A) | 09/06/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 2.55 | 3.04 | 1.88 | NA | NA | NA | … | … | 0.72 | 3.10 | 3.09 | 3.33 | -0.60 | -0.15 | 0.75 | 1.91 | 1.01 | 0.68 | 0.05 |
| Sharpe Ratio | NA | -0.35 | -0.28 | -0.93 | NA | NA | NA | … | … | -1.52 | 0.32 | -0.88 | -0.41 | -2.36 | -0.34 | 0.40 | 0.73 | -0.70 | 0.05 | -0.16 |
| Standard Deviation(%) | NA | 0.60 | 0.68 | 0.71 | NA | NA | NA | … | … | 0.65 | 0.67 | 0.60 | 0.79 | 0.86 | 0.50 | 1.28 | 0.60 | 0.53 | 0.46 | 0.69 |
| Draw Down(%) | NA | 0.20 | 0.40 | 1.91 | NA | NA | NA | … | … | 0.20 | 0.40 | 0.10 | 0.30 | 1.73 | 0.26 | 1.88 | 0.28 | 0.20 | 0.29 | 0.10 |
| Yield(%) | 0.00 | 2.33 | 2.65 | 1.86 | 1.30 | 0.87 | 0.65 | … | … | 0.82 | 2.66 | 2.83 | 2.38 | 0.69 | 0.06 | 0.56 | 1.30 | 1.01 | 0.58 | 0.15 |
Data as of 06/04/2026, Common starting date is 09/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USMSX (JPMORGAN ULTRA-SHORT MUNICIPAL FUND CLASS A) |
-0.25%
Oct 2019 – Oct 2022 |
0.36%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USMSX (JPMORGAN ULTRA-SHORT MUNICIPAL FUND CLASS A) |
3.33%
Sep 2022 – Sep 2025 |
1.86%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart