Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBNTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS B) | NA | 0.13% | 0.91% | 2.23% | 2.58% | NA | NA | … | … |
Data as of 06/26/2015, Common starting date is 02/22/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VBNTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS B) | 02/22/2001 | 06/26/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.13 | 0.91 | 2.23 | 2.58 | NA | NA | … | … | -1.66 | 0.70 | -5.02 | 0.80 | 5.03 | -1.11 | 4.18 | -1.70 | 0.14 | -0.70 | -2.47 | -2.28 | -0.80 | 4.89 | -0.69 |
| Sharpe Ratio | NA | -1.58 | -0.92 | -0.22 | -0.42 | NA | NA | … | … | -1.99 | 0.37 | -1.79 | 0.40 | 2.14 | -0.46 | 1.41 | -0.64 | -1.42 | -2.31 | -2.11 | -0.89 | -0.41 | 1.32 | -1.33 |
| Standard Deviation(%) | NA | 1.82 | 2.19 | 2.33 | 2.52 | NA | NA | … | … | 1.71 | 1.81 | 2.83 | 1.89 | 2.34 | 2.61 | 2.91 | 4.10 | 2.04 | 1.74 | 2.20 | 3.63 | 3.62 | 2.87 | 2.24 |
| Draw Down(%) | NA | 4.05 | 7.67 | 7.67 | 9.09 | NA | NA | … | … | 2.87 | 2.16 | 5.77 | 1.97 | 2.27 | 5.57 | 3.46 | 8.84 | 2.40 | 2.66 | 3.81 | 6.05 | 5.67 | 3.69 | 3.64 |
| Yield(%) | 0.00 | 3.02 | 2.82 | 2.73 | 2.73 | 2.82 | 2.12 | … | … | 0.92 | 3.17 | 3.39 | 2.06 | 2.53 | 2.31 | 2.59 | 2.94 | 2.99 | 2.94 | 2.61 | 3.66 | 4.09 | 2.87 | 2.95 |
Data as of 06/26/2015, Common starting date is 02/22/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBNTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS B) |
0.41%
Jun 2003 – Jun 2006 |
1.21%
Sep 2003 – Sep 2008 |
2.44%
Jun 2003 – Jun 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VBNTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS B) |
5.50%
Sep 2008 – Sep 2011 |
4.42%
Jul 2007 – Jul 2012 |
3.48%
Dec 2001 – Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart