Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIMIX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS I) | 0.94% | 3.77% | 3.32% | 1.17% | 1.62% | 1.53% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/23/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIMIX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS I) | 06/23/2009 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 3.77 | 3.32 | 1.17 | 1.62 | 1.53 | NA | … | … | 0.94 | 4.33 | 2.10 | 3.57 | -4.82 | 0.18 | 3.46 | 4.85 | 1.25 | 2.44 | -0.37 | 1.49 | 1.80 | 0.25 | 1.26 | 1.52 | -0.28 | 1.64 |
| Sharpe Ratio | NA | 0.92 | 0.04 | -0.72 | -0.01 | NA | NA | … | … | -0.21 | 0.72 | -1.00 | -0.04 | -2.54 | 0.16 | 0.61 | 3.15 | -0.13 | 1.47 | -0.37 | 1.23 | 1.72 | 0.19 | 1.59 | 1.44 | -0.34 | 2.69 |
| Standard Deviation(%) | NA | 1.21 | 1.75 | 1.90 | 2.29 | NA | NA | … | … | 1.44 | 2.01 | 1.53 | 2.06 | 2.47 | 1.02 | 5.28 | 1.07 | 1.02 | 1.22 | 1.59 | 1.19 | 1.04 | 1.13 | 0.76 | 1.03 | 1.11 | 1.14 |
| Draw Down(%) | NA | 1.30 | 2.35 | 8.19 | 8.19 | NA | NA | … | … | 1.30 | 2.05 | 1.12 | 2.94 | 7.72 | 1.33 | 8.11 | 1.14 | 0.95 | 1.30 | 3.44 | 1.43 | 0.75 | 1.78 | 0.65 | 1.12 | 1.96 | 0.76 |
| Yield(%) | 0.00 | 3.04 | 2.92 | 2.28 | 2.04 | 1.73 | 1.33 | … | … | 1.23 | 3.08 | 2.94 | 2.32 | 1.65 | 1.46 | 1.66 | 2.04 | 1.98 | 1.48 | 1.80 | 1.20 | 1.04 | 1.09 | 1.26 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/23/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMIX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS I) |
-1.40%
Oct 2020 – Oct 2023 |
0.30%
Oct 2017 – Oct 2022 |
0.72%
Oct 2012 – Oct 2022 |
1.20%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMIX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND CLASS I) |
4.13%
Oct 2022 – Oct 2025 |
2.53%
Nov 2016 – Nov 2021 |
1.84%
Jan 2011 – Jan 2021 |
1.63%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart