Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USMTX (JPMORGAN ULTRA-SHORT MUNICIPAL FUND CLASS I) | 0.89% | 2.76% | 3.24% | 2.12% | 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 |
|---|---|---|
| USMTX (JPMORGAN ULTRA-SHORT MUNICIPAL FUND CLASS I) | 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 (%) | 0.20 | 2.76 | 3.24 | 2.12 | NA | NA | NA | … | … | 0.89 | 3.21 | 3.30 | 3.60 | -0.30 | -0.04 | 1.06 | 2.00 | 1.33 | 0.89 | 0.10 |
| Sharpe Ratio | NA | 0.00 | 0.01 | -0.59 | NA | NA | NA | … | … | -0.85 | 0.49 | -0.48 | -0.07 | -2.10 | -0.16 | 0.60 | 0.98 | -0.12 | 0.41 | 0.06 |
| Standard Deviation(%) | NA | 0.59 | 0.70 | 0.73 | NA | NA | NA | … | … | 0.66 | 0.67 | 0.66 | 0.86 | 0.83 | 0.43 | 1.35 | 0.54 | 0.44 | 0.57 | 0.68 |
| Draw Down(%) | NA | 0.20 | 0.40 | 1.70 | NA | NA | NA | … | … | 0.20 | 0.40 | 0.10 | 0.40 | 1.50 | 0.27 | 1.98 | 0.30 | 0.11 | 0.16 | 0.10 |
| Yield(%) | 0.00 | 2.53 | 2.85 | 2.07 | 1.51 | 1.01 | 0.75 | … | … | 0.89 | 2.87 | 3.06 | 2.61 | 0.88 | 0.25 | 0.76 | 1.49 | 1.32 | 0.79 | 0.20 |
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 |
|---|---|---|---|---|
| USMTX (JPMORGAN ULTRA-SHORT MUNICIPAL FUND CLASS I) |
-0.03%
Oct 2019 – Oct 2022 |
0.60%
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 |
|---|---|---|---|---|
| USMTX (JPMORGAN ULTRA-SHORT MUNICIPAL FUND CLASS I) |
3.56%
Oct 2022 – Oct 2025 |
2.10%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart