JOAXX | JPMorgan Trust IV - Institutional Tax Free Money Market Fund

Overview

7-Day Yield

3.9281%

Total Assets

0.069 B

Money Market Type

OtherTaxExempt

Class

Institutional

JPMorgan Trust IV - Institutional Tax Free Money Market Fund started on 03/06/2018

JPMorgan Trust IV - Institutional Tax Free Money Market Fund is classified as asset class Money Market

JPMorgan Trust IV - Institutional Tax Free Money Market Fund expense ratio is -

JPMorgan Trust IV - Institutional Tax Free Money Market Fund rating is

(98%)

Interests

JPMorgan Trust IV - Institutional Tax Free Money Market Fund (JOAXX) Dividend Info

JPMorgan Trust IV - Institutional Tax Free Money Market Fund (JOAXX) dividend growth in the last 12 months is -50.31%

The trailing 12-month yield of JPMorgan Trust IV - Institutional Tax Free Money Market Fund is 1.58%. its dividend history:

Pay Date	Cash Amount
Oct 31, 2024	$0.0026
Sep 30, 2024	$0.0026
Aug 30, 2024	$0.0026
Jul 31, 2024	$0.0024
Jun 28, 2024	$0.0028
May 31, 2024	$0.0028
Apr 30, 2024	$0.0028
Mar 28, 2024	$0.0027
Feb 29, 2024	$0.0024
Jan 31, 2024	$0.0024
Dec 29, 2023	$0.0028
Nov 30, 2023	$0.0026
Oct 31, 2023	$0.0029
Sep 29, 2023	$0.0028
Aug 31, 2023	$0.0028
Jul 31, 2023	$0.0025
Jun 30, 2023	$0.0026
May 31, 2023	$0.0025
Apr 28, 2023	$0.0023
Mar 31, 2023	$0.0023
Feb 28, 2023	$0.0022
Jan 31, 2023	$0.0019
Dec 30, 2022	$0.0023
Dec 13, 2022	$0.0001
Nov 30, 2022	$0.0015
Oct 31, 2022	$0.0018
Sep 30, 2022	$0.0012
Aug 31, 2022	$0.0012
Jul 29, 2022	$0.0006
Jun 30, 2022	$0.0005
May 31, 2022	$0.0004
Apr 29, 2022	$0.0002
Mar 31, 2022	$0.0001
Jan 31, 2022	$0
Dec 13, 2021	$0
Nov 30, 2021	$0
Oct 29, 2021	$0
Aug 31, 2021	$0
Jul 30, 2021	$0
May 28, 2021	$0
Mar 31, 2021	$0
Jan 29, 2021	$0
Dec 31, 2020	$0
Nov 30, 2020	$0
Oct 30, 2020	$0
Sep 30, 2020	$0
Aug 31, 2020	$0
Jul 31, 2020	$0
Jun 30, 2020	$0
May 29, 2020	$0.0001
Apr 30, 2020	$0.0004
Mar 31, 2020	$0.0017
Feb 28, 2020	$0.0007
Jan 31, 2020	$0.0006
Dec 31, 2019	$0
Nov 29, 2019	$0
Oct 31, 2019	$0
Sep 30, 2019	$0
Jun 28, 2019	$0.0012

Dividend Growth History for JPMorgan Trust IV - Institutional Tax Free Money Market Fund (JOAXX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2024
2024	$0.0261	2.61%	-13.58%	-
2023	$0.0302	3.02%	205.05%	-13.58%
2022	$0.0099	0.99%	-	62.37%
2021	$0	0.00%	-100.00%	-
2020	$0.0035	0.35%	191.67%	65.25%
2019	$0.0012	0.12%	-	85.14%

Dividend Growth Chart for JPMorgan Trust IV - Institutional Tax Free Money Market Fund (JOAXX)

JPMorgan Trust IV - Institutional Tax Free Money Market Fund (JOAXX) Dividend Calculator

Fund or Stock Symbol

Time Interval

Amount (or Shares)

$

Total Dividend Accrued

$ 1,460.00

Annualized Dividend Yield

10.68 %

Return

JPMorgan Trust IV - Institutional Tax Free Money Market Fund (JOAXX) Historical Returns And Risk Info

From 03/06/2018 to 05/09/2025, the compound annualized total return (dividend reinvested) of JPMorgan Trust IV - Institutional Tax Free Money Market Fund (JOAXX) is 0.921%. Its cumulative total return (dividend reinvested) is 6.759%.

The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 03/06/2018.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES)	-3.34%	9.92%	13.95%	15.78%	12.28%	13.15%	10.17%	12.81%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	1.88%	8.07%	8.29%	7.81%	5.91%	6.80%	5.99%	6.15%

	Ticker/Portfolio	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	2000	1999	1998	1997	1996	1995	1994	1993	1992	1991	1990	1989	1988	1987	1986	1985	1984	1983	1982	1981	1980	1979
Annualized Return (%)	VFINX (VANGUA...R SHARES)	-0.40	9.92	13.95	15.78	12.28	13.15	10.17	12.81	-3.34	24.84	26.12	-18.24	28.53	18.74	31.33	-4.55	21.66	11.83	1.23	13.52	32.17	15.82	1.96	14.91	26.52	-37.02	5.39	15.64	4.77	10.74	28.50	-22.17	-12.03	-9.05	21.08	28.62	33.18	22.87	37.45	1.18	10.15	8.24	32.05	-3.33	28.37	14.92	3.97	9.30	22.60	3.67	17.07	19.25	-8.55	27.89	-2.07
Annualized Return (%)	VSMGX (VANGUA...R SHARES)	-0.19	8.07	8.29	7.81	5.91	6.80	5.99	6.15	1.88	10.28	15.51	-16.01	10.08	13.59	19.30	-6.28	14.86	7.09	-2.21	6.38	14.73	9.78	0.12	13.14	20.35	-26.49	7.21	13.30	5.68	11.76	22.40	-10.34	-4.78	1.27	14.09	21.59	17.90	10.77	26.58	2.04	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Sharpe Ratio	VFINX (VANGUA...R SHARES)	NA	0.38	0.45	0.79	0.58	NA	NA	0.44	-0.41	1.44	1.69	-0.81	2.17	0.53	2.40	-0.34	3.16	0.89	0.08	1.19	2.90	1.25	0.08	0.82	0.97	-0.92	0.15	1.24	0.25	0.88	1.63	-0.90	-0.68	-0.59	0.98	1.24	1.62	1.63	4.33	-0.18	0.91	0.58	1.92	-0.53	1.73	0.60	0.00	0.31	1.49	-0.24	0.80	0.65	-1.27	1.19	-3.84
Sharpe Ratio	VSMGX (VANGUA...R SHARES)	NA	0.37	0.27	0.54	0.40	NA	NA	0.49	0.24	0.48	1.37	-1.22	1.32	0.70	2.78	-0.86	3.76	0.83	-0.26	1.01	2.16	1.23	0.01	1.18	1.12	-0.98	0.41	1.36	0.50	1.49	2.09	-0.75	-0.58	-0.23	1.08	1.57	1.57	0.93	4.20	4.63	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Standard Deviation(%)	VFINX (VANGUA...R SHARES)	NA	19.34	18.36	17.85	18.44	NA	NA	18.11	27.98	12.67	13.09	24.19	13.11	34.69	12.48	17.11	6.68	13.11	15.51	11.39	11.07	12.74	23.36	18.07	27.22	40.99	16.02	10.04	10.29	11.10	17.04	25.96	21.55	22.20	18.17	20.48	18.21	11.77	7.77	9.92	8.83	9.93	14.69	16.06	13.09	17.07	33.80	16.55	11.67	12.80	13.62	18.09	14.61	16.53	23.80
Standard Deviation(%)	VSMGX (VANGUA...R SHARES)	NA	10.36	10.78	10.33	10.40	NA	NA	11.50	14.24	7.69	8.26	14.34	7.62	19.08	6.43	8.81	3.80	8.31	8.51	6.28	6.80	7.99	14.68	11.10	18.01	27.95	10.37	7.43	6.96	7.25	10.38	15.37	12.42	12.30	10.07	11.65	9.10	7.74	5.41	15.57	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Draw Down(%)	VFINX (VANGUA...R SHARES)	NA	18.76	18.76	24.59	33.83	NA	NA	55.25	18.76	8.45	9.97	24.59	5.14	33.83	6.63	19.40	2.60	10.29	12.05	7.30	5.59	9.60	18.71	15.66	27.17	47.73	9.88	7.47	7.01	7.47	13.79	33.02	29.18	16.55	11.81	19.20	10.79	7.45	2.50	8.48	4.84	5.63	5.57	19.19	7.35	7.24	33.08	11.63	7.51	10.58	7.02	13.21	15.61	16.03	2.40
Draw Down(%)	VSMGX (VANGUA...R SHARES)	NA	9.62	13.15	22.29	22.43	NA	NA	41.18	9.62	4.17	8.15	21.74	3.53	22.43	3.12	11.47	1.14	6.20	8.34	4.70	5.67	6.27	12.90	8.64	19.61	36.81	6.11	6.13	4.74	5.89	8.91	20.06	17.93	8.77	6.26	11.99	6.02	4.75	1.82	1.89	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA
Yield(%)	VFINX (VANGUA...R SHARES)	0.00	1.34	1.64	2.19	2.65	4.06	3.51	16.23	0.31	1.41	1.69	1.26	1.48	2.12	2.28	1.81	2.00	2.14	1.97	1.96	2.19	2.30	1.92	1.88	2.45	1.88	1.91	1.83	1.79	1.91	1.71	1.28	1.08	0.97	2.11	1.93	2.77	2.64	3.14	3.13	3.83	3.10	5.86	3.71	4.46	4.31	2.79	3.90	4.71	4.49	5.04	5.34	4.64	5.79	0.00
Yield(%)	VSMGX (VANGUA...R SHARES)	0.00	7.10	4.87	4.88	3.85	4.32	4.09	7.09	0.00	7.43	4.45	2.18	4.11	3.77	2.85	2.41	2.40	2.34	2.10	2.20	2.14	2.47	2.22	2.38	2.79	2.66	3.04	2.89	2.53	3.74	2.48	2.67	2.88	6.36	5.93	7.27	3.78	3.63	3.65	2.91	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA	NA

Return Calculator for JPMorgan Trust IV - Institutional Tax Free Money Market Fund (JOAXX)

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JPMorgan Trust IV - Institutional Tax Free Money Market Fund (JOAXX) Historical Return Chart

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