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JPICX: JPMORGAN CALIFORNIA TAX FREE BOND FUND CLASS I (MUTUAL FUND)
Basic Info 9.99 0(0.0%) June 05
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 01/30/1997 |
| Last Dividend Date: | 04/28/2026 |
| 12-Mo. Yield | 3.07% |
| Expenses | 1.05% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/1997 |
2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 0.9 | 5.3 | 3.2 | 0.8 | 1.6 | 2.4 | 2.9 | 3.5 | 3.7 | 1.5 | 4.9 | -6.6 | -0.1 | 4.1 | 5.7 | 1.2 | 3.6 | -0.6 | 2.3 | 6.5 | -0.9 | 5.2 | 9.9 | 2.3 | 9.0 | -0.2 | 3.6 | 3.9 | 1.8 | 2.6 | 3.9 | 8.1 | 4.6 | 10.2 | -0.6 | 5.5 | 8.7 |
| Sharpe Ratio | NA | -0.19 | 1.25 | -0.02 | -0.59 | -0.03 | NA | NA | 0.68 | 0.21 | -0.84 | 0.46 | -2.53 | -0.1 | 0.53 | 2.73 | -0.13 | 1.7 | -0.36 | 1.41 | 4.21 | -0.35 | 2.7 | 4.58 | 0.9 | 2.79 | -0.25 | 0.23 | 0.29 | -0.27 | 0.52 | 0.97 | 2.32 | 0.88 | 2.98 | -1.86 | 0.81 | 2.19 |
| Draw Down(%) | NA | 2.5 | 2.5 | 4.3 | 10.5 | 10.6 | NA | NA | 10.6 | 4.0 | 2.0 | 4.6 | 10.0 | 2.0 | 10.6 | 1.7 | 1.4 | 1.6 | 5.5 | 2.1 | 1.3 | 5.2 | 1.8 | 2.0 | 4.5 | 3.1 | 8.1 | 1.7 | 1.2 | 2.4 | 4.9 | 5.0 | 4.1 | 3.3 | 1.8 | 3.0 | 1.7 | 2.0 |
| Standard Deviation(%) | NA | 2.5 | 2.1 | 3.0 | 2.9 | 3.3 | NA | NA | 2.8 | 3.7 | 2.5 | 2.8 | 3.2 | 1.4 | 7.3 | 1.6 | 1.3 | 1.8 | 2.3 | 1.6 | 1.5 | 2.7 | 1.9 | 2.2 | 2.4 | 3.2 | 4.6 | 2.0 | 1.6 | 1.9 | 3.1 | 3.3 | 3.0 | 2.5 | 2.0 | 2.1 | 2.5 | 2.7 |
| Treynor Ratio | NA | -0.01 | 0.04 | 0.0 | -0.03 | 0.0 | NA | NA | 0.03 | 0.01 | -0.03 | 0.02 | -0.15 | 0.0 | 0.05 | 0.08 | 0.0 | 0.05 | -0.01 | 0.04 | 0.12 | -0.01 | 0.08 | 0.16 | 0.04 | 0.13 | -0.02 | 0.01 | 0.01 | -0.01 | 0.02 | 0.04 | 0.1 | 0.03 | 0.11 | -0.07 | 0.03 | 0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.63 | 0.59 | 0.61 | 0.59 | 0.67 | NA | NA | 0.64 | 0.65 | 0.6 | 0.55 | 0.54 | 0.64 | 0.82 | 0.56 | 0.42 | 0.55 | 0.64 | 0.53 | 0.54 | 0.62 | 0.63 | 0.61 | 0.58 | 0.69 | 0.59 | 0.52 | 0.49 | 0.54 | 0.69 | 0.75 | 0.73 | 0.68 | 0.52 | 0.57 | 0.65 | 0.69 |
| RSquared | NA | 0.81 | 0.77 | 0.88 | 0.86 | 0.87 | NA | NA | 0.81 | 0.92 | 0.83 | 0.87 | 0.85 | 0.65 | 0.97 | 0.6 | 0.45 | 0.71 | 0.84 | 0.67 | 0.58 | 0.82 | 0.65 | 0.67 | 0.7 | 0.73 | 0.83 | 0.58 | 0.56 | 0.66 | 0.86 | 0.85 | 0.84 | 0.77 | 0.65 | 0.66 | 0.76 | 0.86 |
| Yield(%) | N/A | 1.1 | 3.1 | 3.0 | 2.4 | 2.3 | 2.7 | 3.0 | N/A | 3.3 | 3.0 | 2.6 | 1.8 | 1.5 | 1.7 | 2.4 | 2.8 | 2.8 | 2.6 | 3.1 | 3.3 | 4.0 | 2.8 | 3.4 | 2.9 | 3.6 | 3.8 | 3.8 | 3.7 | 3.7 | 4.7 | 6.1 | 4.2 | 4.4 | 4.6 | 4.0 | 4.4 | 4.3 |
| Dividend Growth(%) | N/A | -67.2 | -3.2 | 54.4 | 2.8 | -28.7 | N/A | N/A | N/A | 8.3 | 16.1 | 29.6 | 20.5 | -11.7 | -25.5 | -13.9 | 1.3 | 3.7 | -18.4 | -0.9 | -21.8 | 43.2 | -10.5 | 16.2 | -16.9 | -8.7 | -0.3 | 3.2 | -2.6 | -22.4 | -24.9 | 49.2 | -4.1 | 1.7 | 9.6 | -8.3 | 7.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/1997
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