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OSTAX: JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS A (MUTUAL FUND)
Basic Info 10.16 0(0.0%) June 05
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 05/20/1998 |
| Last Dividend Date: | 04/28/2026 |
| 12-Mo. Yield | 2.41% |
| Expenses | 0.70% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 0.5 | 3.0 | 2.8 | 0.7 | 1.2 | 1.1 | 1.6 | 2.1 | 3.9 | 1.6 | 3.1 | -5.3 | -0.3 | 3.0 | 4.3 | 0.8 | 2.0 | -0.8 | 1.0 | 1.3 | -0.3 | 0.8 | 2.7 | 0.7 | 4.9 | 2.5 | 3.7 | 2.9 | 1.0 | 1.2 | 2.7 | 5.7 | 4.9 | 5.5 | 0.8 | 3.2 |
| Sharpe Ratio | NA | -1.14 | 0.4 | -0.16 | -0.97 | -0.21 | NA | NA | 0.33 | 0.5 | -1.24 | -0.25 | -2.77 | -0.15 | 0.52 | 2.56 | -0.55 | 1.11 | -0.6 | 0.8 | 1.29 | -0.28 | 0.95 | 2.81 | 0.52 | 4.03 | 0.8 | 0.6 | -0.84 | -1.4 | 0.15 | 0.98 | 3.4 | 2.61 | 1.0 | -2.0 | 2.23 |
| Draw Down(%) | NA | 1.3 | 1.3 | 2.4 | 8.7 | 9.3 | NA | NA | 9.3 | 2.1 | 1.2 | 3.1 | 8.1 | 2.0 | 8.2 | 1.2 | 1.1 | 1.4 | 3.4 | 1.7 | 0.8 | 1.9 | 0.7 | 1.1 | 1.5 | 0.7 | 2.7 | 0.3 | 0.2 | 0.9 | 2.8 | 1.7 | 1.5 | 1.1 | 0.4 | 1.0 | 0.2 |
| Standard Deviation(%) | NA | 1.4 | 1.2 | 1.8 | 1.9 | 2.4 | NA | NA | 1.7 | 2.0 | 1.6 | 2.1 | 2.4 | 1.9 | 5.3 | 1.1 | 1.1 | 1.2 | 1.6 | 1.2 | 1.0 | 1.1 | 0.8 | 0.9 | 1.2 | 1.2 | 1.9 | 0.9 | 0.6 | 0.9 | 1.7 | 2.0 | 1.3 | 0.9 | 1.3 | 1.3 | 0.9 |
| Treynor Ratio | NA | -0.02 | 0.01 | 0.0 | -0.02 | 0.0 | NA | NA | 0.01 | 0.01 | -0.03 | 0.0 | -0.04 | 0.0 | 0.01 | 0.05 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.04 | 0.01 | 0.07 | 0.02 | 0.09 | -0.1 | -0.04 | 0.0 | 0.03 | 0.06 | 0.11 | 0.02 | -0.04 | 0.12 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.01 |
| Beta | NA | 0.73 | 0.46 | 0.87 | 1.08 | 1.57 | NA | NA | 0.99 | 1.01 | 0.62 | 1.27 | 1.78 | 1.16 | 2.64 | 0.62 | 0.55 | 1.02 | 1.61 | 1.16 | 0.8 | 1.15 | 0.66 | 0.67 | 1.09 | 0.65 | 0.73 | 0.06 | 0.06 | 0.35 | 1.16 | 0.67 | 0.73 | 0.22 | 0.73 | 0.71 | 0.16 |
| RSquared | NA | 0.32 | 0.18 | 0.35 | 0.4 | 0.49 | NA | NA | 0.31 | 0.44 | 0.22 | 0.47 | 0.56 | 0.06 | 0.9 | 0.12 | 0.11 | 0.21 | 0.28 | 0.17 | 0.08 | 0.3 | 0.15 | 0.13 | 0.28 | 0.2 | 0.26 | 0.0 | 0.01 | 0.09 | 0.33 | 0.08 | 0.33 | 0.1 | 0.58 | 0.44 | 0.05 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.6 | 2.5 | 1.9 | 1.2 | 1.0 | 1.2 | 1.6 | 1.5 | 1.1 | 1.4 | 0.7 | 0.6 | 0.6 | 0.8 | 1.1 | 1.1 | 1.8 | 2.8 | 2.9 | 2.5 | 2.4 | 2.2 | 2.6 | 3.2 | 3.8 | 4.2 | 3.6 | 2.3 |
| Dividend Growth(%) | N/A | -67.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.7 | 32.7 | 43.4 | 19.6 | -15.2 | -20.8 | 2.8 | 48.2 | -27.1 | 108.3 | 22.0 | -4.8 | -26.2 | -23.6 | -4.3 | -37.2 | -35.1 | -4.7 | 15.2 | 5.8 | 7.5 | -14.4 | -19.3 | -13.5 | -7.8 | 12.6 | 56.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/1998
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