Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNTRX (NEW YORK TAX-FREE INCOME FUND CLASS B) | NA | 3.09% | 1.58% | 3.30% | 3.11% | 3.93% | NA | … | … |
Data as of 06/16/2015, Common starting date is 12/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNTRX (NEW YORK TAX-FREE INCOME FUND CLASS B) | 12/15/1998 | 06/16/2015 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.09 | 1.58 | 3.30 | 3.11 | 3.93 | NA | … | … | 0.23 | 8.78 | -6.54 | 7.67 | 8.34 | 0.99 | 12.43 | -4.64 | 0.72 | 3.96 | 2.46 | 3.38 | 3.69 | 7.86 | 3.09 | 12.38 | -5.04 | 0.04 |
| Sharpe Ratio | NA | 1.71 | 0.56 | 1.16 | 0.73 | NA | NA | … | … | 0.42 | 4.17 | -1.73 | 3.36 | 3.14 | 0.31 | 4.05 | -1.03 | -0.95 | 0.31 | 0.12 | 0.64 | 0.76 | 2.00 | 0.28 | 3.20 | -3.20 | -0.76 |
| Standard Deviation(%) | NA | 1.80 | 2.76 | 2.82 | 3.06 | NA | NA | … | … | 1.20 | 2.10 | 3.79 | 2.29 | 2.65 | 2.92 | 3.05 | 5.36 | 2.44 | 2.12 | 2.47 | 3.83 | 3.96 | 3.38 | 2.82 | 2.61 | 2.58 | 2.89 |
| Draw Down(%) | NA | 1.55 | 10.20 | 10.20 | 10.20 | NA | NA | … | … | 1.12 | 1.56 | 9.60 | 2.40 | 2.63 | 5.66 | 2.29 | 9.83 | 2.97 | 1.71 | 2.42 | 5.99 | 6.37 | 4.17 | 4.08 | 3.52 | 6.89 | 0.60 |
| Yield(%) | 0.00 | 1.92 | 2.63 | 2.95 | 3.12 | 3.60 | 2.83 | … | … | 0.23 | 3.05 | 2.85 | 3.33 | 3.27 | 3.20 | 3.76 | 3.58 | 3.50 | 3.47 | 3.46 | 3.22 | 3.75 | 4.06 | 3.96 | 4.65 | 4.28 | 1.30 |
Data as of 06/16/2015, Common starting date is 12/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNTRX (NEW YORK TAX-FREE INCOME FUND CLASS B) |
-0.05%
Dec 2005 – Dec 2008 |
1.13%
Dec 2003 – Dec 2008 |
2.73%
Dec 2003 – Dec 2013 |
3.29%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNTRX (NEW YORK TAX-FREE INCOME FUND CLASS B) |
8.38%
May 2000 – May 2003 |
6.36%
Jan 2000 – Jan 2005 |
4.53%
Jan 2000 – Jan 2010 |
4.32%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart