Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VINTX (JPMORGAN NEW YORK TAX FREE BOND FUND SELECT CLASS) | NA | -0.68% | 1.08% | 1.36% | 3.15% | 3.09% | 3.63% | … | … |
Data as of 10/31/2017, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VINTX (JPMORGAN NEW YORK TAX FREE BOND FUND SELECT CLASS) | 01/30/1997 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.68 | 1.08 | 1.36 | 3.15 | 3.09 | 3.63 | … | … | 1.35 | -0.21 | 1.82 | 4.90 | -0.91 | 3.65 | 8.49 | 1.74 | 7.75 | 2.08 | 3.86 | 3.17 | 0.91 | 2.33 | 4.44 | 8.78 | 4.19 | 9.96 | -1.42 | 5.53 | 7.99 |
| Sharpe Ratio | NA | -0.73 | 0.51 | 0.65 | 1.22 | NA | NA | … | … | 1.09 | -0.19 | 1.13 | 3.20 | -0.38 | 1.94 | 3.67 | 0.65 | 2.62 | 0.29 | 0.46 | -0.07 | -0.62 | 0.40 | 1.10 | 2.46 | 0.73 | 2.65 | -1.76 | 0.73 | 1.58 |
| Standard Deviation(%) | NA | 1.67 | 1.65 | 1.85 | 2.39 | NA | NA | … | … | 0.95 | 2.15 | 1.59 | 1.53 | 2.49 | 1.87 | 2.31 | 2.53 | 2.93 | 4.00 | 1.82 | 1.76 | 2.04 | 3.46 | 3.40 | 3.12 | 2.61 | 2.24 | 2.64 | 3.01 | 3.27 |
| Draw Down(%) | NA | 3.18 | 4.57 | 4.59 | 6.62 | NA | NA | … | … | 0.58 | 4.57 | 1.90 | 1.08 | 4.51 | 1.74 | 2.15 | 4.56 | 2.82 | 6.62 | 1.54 | 1.14 | 2.48 | 5.53 | 5.11 | 3.56 | 3.27 | 2.13 | 4.18 | 1.90 | 1.94 |
| Yield(%) | 0.00 | 1.72 | 3.19 | 3.27 | 3.45 | 3.50 | 3.82 | … | … | 1.05 | 3.09 | 4.12 | 4.01 | 4.12 | 2.82 | 3.30 | 3.02 | 3.36 | 3.72 | 3.77 | 3.66 | 3.37 | 4.56 | 5.15 | 3.74 | 4.14 | 4.40 | 4.68 | 4.97 | 5.49 |
Data as of 10/31/2017, Common starting date is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VINTX (JPMORGAN NEW YORK TAX FREE BOND FUND SELECT CLASS) |
1.13%
Aug 2014 – Aug 2017 |
1.35%
Sep 2012 – Sep 2017 |
3.17%
Nov 2006 – Nov 2016 |
2.98%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VINTX (JPMORGAN NEW YORK TAX FREE BOND FUND SELECT CLASS) |
8.54%
May 2000 – May 2003 |
6.06%
Jan 2000 – Jan 2005 |
4.81%
May 2000 – May 2010 |
4.62%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart