Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIFBX (JPMorgan Intermediate Tax Free Bond B) | NA | 0.56% | 0.97% | 2.17% | 2.54% | NA | NA | … | … |
Data as of 06/26/2015, Common starting date is 01/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIFBX (JPMorgan Intermediate Tax Free Bond B) | 01/09/2004 | 06/26/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.56 | 0.97 | 2.17 | 2.54 | NA | NA | … | … | -1.44 | 2.40 | -4.25 | 0.62 | 4.56 | -1.01 | 3.83 | -1.42 | 0.00 | -0.28 | -2.48 | -2.68 |
| Sharpe Ratio | NA | -0.82 | -0.57 | 0.00 | -0.37 | NA | NA | … | … | -1.63 | 1.44 | -1.74 | 0.32 | 2.31 | -0.55 | 1.51 | -0.60 | -1.57 | -2.22 | -2.32 | -1.33 |
| Standard Deviation(%) | NA | 1.77 | 1.99 | 2.03 | 2.27 | NA | NA | … | … | 1.83 | 1.65 | 2.46 | 1.77 | 1.96 | 2.02 | 2.48 | 3.91 | 1.94 | 1.62 | 2.00 | 2.78 |
| Draw Down(%) | NA | 3.20 | 7.05 | 7.05 | 8.73 | NA | NA | … | … | 3.03 | 1.60 | 5.99 | 1.91 | 2.14 | 4.29 | 2.95 | 8.65 | 2.44 | 2.43 | 3.37 | 5.40 |
| Yield(%) | 0.00 | 2.01 | 2.05 | 2.16 | 2.46 | 1.84 | 1.38 | … | … | 0.74 | 2.15 | 2.05 | 2.12 | 2.38 | 2.03 | 2.57 | 2.79 | 2.91 | 3.04 | 3.02 | 2.64 |
Data as of 06/26/2015, Common starting date is 01/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIFBX (JPMorgan Intermediate Tax Free Bond B) |
0.73%
Aug 2010 – Aug 2013 |
1.88%
Feb 2004 – Feb 2009 |
2.41%
Feb 2004 – Feb 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIFBX (JPMorgan Intermediate Tax Free Bond B) |
5.15%
Sep 2008 – Sep 2011 |
4.16%
Jul 2007 – Jul 2012 |
2.90%
Mar 2005 – Mar 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart