Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VANTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS A) | -1.26% | -0.74% | 1.12% | 0.00% | 1.25% | 1.74% | 2.38% | 2.79% |
Data as of 08/01/2025, AR inception is 02/22/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VANTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS A) | 02/22/2001 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.32 | -0.74 | 1.12 | 0.00 | 1.25 | 1.74 | 2.38 | 2.79 | -1.26 | 1.40 | 4.75 | -6.10 | 0.52 | 3.38 | 5.63 | 0.69 | 2.75 | -0.33 | 1.84 | 4.69 | -1.00 | 3.57 | 8.50 | 2.30 | 7.59 | 2.01 | 3.84 | 3.00 | 1.00 | 3.11 | 4.39 | 8.78 | 2.97 |
| Sharpe Ratio | NA | -0.92 | -0.67 | -0.66 | -0.06 | NA | NA | 0.52 | -1.08 | -1.88 | 0.16 | -2.48 | 0.16 | 0.45 | 2.42 | -0.41 | 1.19 | -0.25 | 1.13 | 3.06 | -0.42 | 1.92 | 3.69 | 0.89 | 2.50 | 0.26 | 0.45 | -0.16 | -0.59 | 0.59 | 1.05 | 2.47 | 0.57 |
| Standard Deviation(%) | NA | 4.24 | 3.38 | 3.18 | 3.36 | NA | NA | 2.97 | 4.84 | 2.77 | 3.13 | 3.03 | 3.10 | 6.98 | 1.75 | 1.53 | 1.79 | 2.17 | 1.60 | 1.53 | 2.48 | 1.84 | 2.30 | 2.48 | 3.00 | 4.10 | 1.90 | 1.66 | 2.00 | 3.69 | 3.51 | 3.11 | 2.44 |
| Draw Down(%) | NA | 4.36 | 5.19 | 10.94 | 10.94 | NA | NA | 10.94 | 4.10 | 2.04 | 4.99 | 9.56 | 3.02 | 10.44 | 1.56 | 1.70 | 1.48 | 4.65 | 1.82 | 1.24 | 4.55 | 1.76 | 2.16 | 4.58 | 2.96 | 6.66 | 1.54 | 1.14 | 2.49 | 5.55 | 5.02 | 3.57 | 3.28 |
| Yield(%) | 0.00 | 2.70 | 2.62 | 2.14 | 2.42 | 2.69 | 2.97 | 3.30 | 1.41 | 3.06 | 2.61 | 1.83 | 1.65 | 1.75 | 2.14 | 2.71 | 2.88 | 2.97 | 4.02 | 3.95 | 4.05 | 2.74 | 3.30 | 3.58 | 3.34 | 3.66 | 3.74 | 3.64 | 3.31 | 5.47 | 5.10 | 3.74 | 3.79 |
Data as of 08/01/2025, AR inception is 02/22/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VANTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS A) |
-1.95%
Oct 2020 - Oct 2023 |
-0.04%
Jul 2020 - Jul 2025 |
0.79%
Oct 2012 - Oct 2022 |
1.73%
Jul 2010 - Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VANTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS A) |
6.42%
Sep 2008 - Sep 2011 |
5.24%
Jul 2007 - Jul 2012 |
4.42%
Dec 2001 - Dec 2011 |
3.86%
Apr 2001 - Apr 2016 |
Annualized Rolling Returns Comparison Chart