It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
NJTFX: NEW JERSEY TAX-FREE BOND FUND NEW JERSEY TAX-FREE BOND FUND (MUTUAL FUND)
Basic Info 11.47 0.01(0.09%) June 05
| Asset Class: | Muni New Jersey |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 04/29/2026 |
| 12-Mo. Yield | 3.46% |
| Expenses | 0.43% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 1.6 | 7.5 | 4.0 | 1.1 | 3.5 | 1.2 | 3.8 | 2.9 | 6.7 | -9.6 | 2.7 | 5.1 | 6.6 | 1.3 | 4.2 | 11.1 |
| Sharpe Ratio | NA | 0.48 | 1.86 | 0.19 | -0.37 | 0.32 | -0.08 | 0.18 | -0.22 | 0.76 | -2.49 | 1.77 | 0.67 | 2.91 | -0.05 | 1.59 | -0.04 |
| Draw Down(%) | NA | 2.6 | 2.6 | 5.7 | 14.6 | 14.6 | 14.6 | 5.3 | 2.2 | 5.9 | 14.4 | 2.0 | 11.0 | 1.4 | 1.8 | 1.3 | 4.8 |
| Standard Deviation(%) | NA | 2.9 | 2.6 | 4.1 | 3.9 | 5.9 | 5.9 | 5.0 | 3.3 | 4.0 | 4.5 | 1.5 | 7.3 | 1.8 | 1.8 | 2.3 | 25.5 |
| Treynor Ratio | NA | 0.02 | 0.07 | 0.01 | -0.02 | 0.21 | -0.05 | 0.01 | -0.01 | 0.04 | -0.14 | 0.04 | 0.06 | 0.07 | 0.0 | 0.05 | -0.12 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.05 |
| Beta | NA | 0.75 | 0.75 | 0.82 | 0.81 | 0.09 | 0.09 | 0.88 | 0.77 | 0.78 | 0.79 | 0.63 | 0.81 | 0.76 | 0.71 | 0.73 | 0.08 |
| RSquared | NA | 0.75 | 0.74 | 0.87 | 0.87 | 0.68 | 0.68 | 0.91 | 0.8 | 0.88 | 0.89 | 0.58 | 0.96 | 0.86 | 0.82 | 0.76 | 0.99 |
| Yield(%) | N/A | 1.1 | N/A | N/A | N/A | N/A | N/A | 3.3 | 3.2 | 2.9 | 2.4 | 2.6 | 3.2 | 2.9 | 3.1 | 3.2 | 1.1 |
| Dividend Growth(%) | N/A | -66.8 | N/A | N/A | N/A | N/A | N/A | 4.1 | 12.0 | 8.5 | -6.6 | -19.7 | 14.1 | -5.9 | -1.9 | 190.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/01/1992
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni New Jersey Asset Class Trend Rankings |
Top Rated Funds in Muni New Jersey
Best Mutual Funds
- VNJTX (VANGUARD NEW JERSEY LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES) (95%)
- SENJX (STET NEW JERSEY MUNICIPAL BOND FUND STET NEW JERSEY MUNICIPAL BOND FUND - CLASS A) (92%)
- FNJHX (FIDELITY NEW JERSEY MUNICIPAL INCOME FUND FIDELITY NEW JERSEY MUNICIPAL INCOME FUND) (90%)
- VNJUX (VANGUARD NEW JERSEY LONG-TERM TAX-EXEMPT FUND ADMIRAL SHARES) (87%)
- NJTFX (NEW JERSEY TAX-FREE BOND FUND NEW JERSEY TAX-FREE BOND FUND) (85%)
- NMNJX (NUVEEN NEW JERSEY MUNICIPAL BOND FUND NUVEEN NEW JERSEY MUNICIPAL BOND FUND - CLASS I) (82%)
- MANJX (BlackRock NJ Muni Bnd I) (79%)
- DNMIX (DREYFUS NEW JERSEY MUNICIPAL BOND FUND INC CLASS I) (77%)
- EINJX (Eaton Vance New Jersey Municipls Fd Cl I) (72%)
- LNJFX (LORD ABBETT NEW JERSEY TAX-FREE INCOME FUND CLASS F) (69%)
Best Closed End Funds
- MUJ (BlackRock MuniHoldings New Jersey Quality Closed Fund) 0.16% (100%)
- NXJ (Nuveen New Jersey Quality Municipal Income) (97%)
Latest Articles Related to NJTFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
