Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSITX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND SELECT CLASS) | NA | -0.95% | 1.20% | 1.48% | 3.12% | 3.11% | 3.75% | … | … |
Data as of 10/31/2017, Common starting date is 01/10/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSITX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND SELECT CLASS) | 01/10/1997 | 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 | -0.95 | 1.20 | 1.48 | 3.12 | 3.11 | 3.75 | … | … | 1.42 | -0.46 | 2.42 | 5.45 | -1.43 | 3.59 | 7.99 | 1.68 | 7.33 | 2.35 | 3.76 | 3.77 | 1.38 | 2.12 | 4.09 | 9.27 | 4.83 | 8.60 | -0.53 | 6.59 | 9.06 |
| Sharpe Ratio | NA | -0.78 | 0.54 | 0.69 | 1.30 | NA | NA | … | … | 1.11 | -0.29 | 1.41 | 3.49 | -0.60 | 2.17 | 4.14 | 0.84 | 2.97 | 0.37 | 0.43 | 0.31 | -0.44 | 0.38 | 1.08 | 2.83 | 1.03 | 2.25 | -1.59 | 1.25 | 2.05 |
| Standard Deviation(%) | NA | 1.91 | 1.78 | 1.90 | 2.21 | NA | NA | … | … | 1.01 | 2.33 | 1.70 | 1.56 | 2.42 | 1.64 | 1.92 | 1.90 | 2.43 | 3.85 | 1.72 | 1.51 | 1.82 | 3.05 | 3.13 | 2.88 | 2.46 | 2.03 | 2.36 | 2.61 | 2.83 |
| Draw Down(%) | NA | 3.77 | 5.07 | 5.07 | 6.46 | NA | NA | … | … | 0.65 | 5.07 | 2.18 | 1.28 | 4.65 | 1.62 | 1.89 | 3.42 | 2.45 | 6.46 | 1.57 | 1.04 | 2.54 | 4.81 | 4.71 | 3.36 | 3.41 | 1.89 | 3.51 | 1.57 | 1.92 |
| Yield(%) | 0.00 | 1.56 | 2.40 | 2.54 | 3.00 | 3.22 | 3.74 | … | … | 0.86 | 2.65 | 2.91 | 3.01 | 2.73 | 2.94 | 3.22 | 2.81 | 3.42 | 3.60 | 3.76 | 3.86 | 3.82 | 3.69 | 4.44 | 4.69 | 4.39 | 4.36 | 5.18 | 6.11 | 7.38 |
Data as of 10/31/2017, Common starting date is 01/10/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSITX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND SELECT CLASS) |
1.32%
Aug 2014 – Aug 2017 |
1.49%
Sep 2012 – Sep 2017 |
3.10%
Nov 2006 – Nov 2016 |
3.01%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSITX (JPMORGAN INTERMEDIATE TAX FREE BOND FUND SELECT CLASS) |
8.65%
May 2000 – May 2003 |
6.17%
Sep 1997 – Sep 2002 |
4.86%
Mar 1997 – Mar 2007 |
4.78%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart