Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JOAXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) | 0.83% | 1.84% | 2.34% | 1.43% | NA | NA | NA | 1.09% |
Data as of 08/04/2025, AR inception is 03/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOAXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) | 03/06/2018 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.84 | 2.34 | 1.43 | NA | NA | NA | 1.09 | 0.83 | 2.62 | 2.53 | 0.96 | 0.01 | 0.36 | 0.12 | 0.00 |
| Sharpe Ratio | NA | -2.00 | -1.42 | -1.16 | NA | NA | NA | -1.60 | -2.93 | -4.88 | -2.23 | -1.13 | -3.49 | 0.65 | -10.93 | 0.00 |
| Standard Deviation(%) | NA | 0.66 | 0.74 | 0.58 | NA | NA | NA | 0.48 | 0.55 | 0.81 | 0.78 | 0.37 | 0.00 | 0.20 | 0.12 | NA |
| Draw Down(%) | NA | 0.02 | 0.02 | 0.02 | NA | NA | NA | 0.02 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.07 | 2.57 | 1.58 | 0.84 | 0.56 | 0.42 | 1.19 | 0.82 | 3.08 | 3.02 | 0.97 | 0.00 | 0.35 | 0.12 | 0.00 |
Data as of 08/04/2025, AR inception is 03/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOAXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) |
0.16%
Apr 2018 - Apr 2021 |
0.47%
Apr 2018 - Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOAXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) |
2.39%
Apr 2022 - Apr 2025 |
1.44%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart