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

Overview

7-Day Yield

4.051%

Total Assets

1.289 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

(45%)

Interests

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

JPMorgan Trust IV - Institutional Tax Free Money Market Fund (JOIXX) dividend growth in the last 12 months is -40.43%

The trailing 12-month yield of JPMorgan Trust IV - Institutional Tax Free Money Market Fund is 1.92%. its dividend history:

Pay Date	Cash Amount
Oct 31, 2024	$0.0027
Sep 30, 2024	$0.0027
Aug 30, 2024	$0.0027
Jul 31, 2024	$0.0025
Jun 28, 2024	$0.0029
May 31, 2024	$0.0029
Apr 30, 2024	$0.0029
Mar 28, 2024	$0.0028
Feb 29, 2024	$0.0025
Jan 31, 2024	$0.0025
Dec 29, 2023	$0.0029
Nov 30, 2023	$0.0027
Oct 31, 2023	$0.003
Sep 29, 2023	$0.0028
Aug 31, 2023	$0.0029
Jul 31, 2023	$0.0026
Jun 30, 2023	$0.0027
May 31, 2023	$0.0026
Apr 28, 2023	$0.0024
Mar 31, 2023	$0.0024
Feb 28, 2023	$0.0022
Jan 31, 2023	$0.002
Dec 30, 2022	$0.0023
Dec 13, 2022	$0.0001
Nov 30, 2022	$0.0016
Oct 31, 2022	$0.0019
Sep 30, 2022	$0.0013
Aug 31, 2022	$0.0012
Jul 29, 2022	$0.0007
Jun 30, 2022	$0.0006
May 31, 2022	$0.0005
Apr 29, 2022	$0.0003
Mar 31, 2022	$0.0002
Feb 28, 2022	$0
Jan 31, 2022	$0
Dec 13, 2021	$0
Nov 30, 2021	$0
Oct 29, 2021	$0
Sep 30, 2021	$0
Aug 31, 2021	$0
Jul 30, 2021	$0
Jun 30, 2021	$0
May 28, 2021	$0
Apr 30, 2021	$0
Mar 31, 2021	$0
Feb 26, 2021	$0
Jan 29, 2021	$0
Dec 31, 2020	$0.0001
Nov 30, 2020	$0.0001
Oct 30, 2020	$0.0001
Sep 30, 2020	$0.0001
Aug 31, 2020	$0.0001
Jun 30, 2020	$0.0001
May 29, 2020	$0.0002
Apr 30, 2020	$0.0005
Mar 31, 2020	$0.0018
Feb 28, 2020	$0.0008
Jan 31, 2020	$0.0007
Dec 31, 2019	$0
Nov 29, 2019	$0
Oct 31, 2019	$0
Sep 30, 2019	$0
Jun 28, 2019	$0.0013

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

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2024
2024	$0.0271	2.71%	-13.14%	-
2023	$0.0312	3.12%	191.59%	-13.14%
2022	$0.0107	1.07%	-	59.14%
2021	$0	0.00%	-100.00%	-
2020	$0.0046	0.46%	253.85%	55.79%
2019	$0.0013	0.13%	-	83.57%

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

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

From 03/06/2018 to 04/17/2025, the compound annualized total return (dividend reinvested) of JPMorgan Trust IV - Institutional Tax Free Money Market Fund (JOIXX) is 0.982%. Its cumulative total return (dividend reinvested) is 7.161%.

The return data shown below all have the same latest date: 04/17/2025.
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)	-9.87%	6.47%	7.85%	14.63%	11.64%	12.39%	9.95%	11.69%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES)	-2.20%	6.94%	4.50%	7.24%	5.46%	6.38%	5.87%	5.53%

	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)	0.29	6.47	7.85	14.63	11.64	12.39	9.95	11.69	-9.87	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)	1.63	6.94	4.50	7.24	5.46	6.38	5.87	5.53	-2.20	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	-0.10	0.21	0.73	0.55	NA	NA	0.44	-1.05	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	-0.21	-0.01	0.47	0.36	NA	NA	0.48	-0.82	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	18.89	18.52	18.03	18.38	NA	NA	18.11	28.94	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	10.28	10.85	10.45	10.38	NA	NA	11.50	14.83	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	19.24	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	15.52	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	1.39	1.49	2.23	2.68	3.94	3.62	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	7.32	4.56	4.95	3.85	4.24	4.17	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 (JOIXX)

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

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