Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOAXX (JPMorgan Trust IV – Institutional Tax Free Money Market Fund) | 0.00% | 0.00% | 1.69% | 1.43% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date 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 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 1.69 | 1.43 | NA | NA | NA | … | … | 0.00 | 0.83 | 2.86 | 2.53 | 0.96 | 0.01 | 0.36 | 0.12 | 0.00 |
| Sharpe Ratio | NA | -93.30 | -2.42 | -1.91 | NA | NA | NA | … | … | 0.00 | -4.82 | -0.90 | -1.45 | -1.26 | -3.76 | 0.57 | -11.50 | 0.00 |
| Standard Deviation(%) | NA | 0.03 | 0.65 | 0.57 | NA | NA | NA | … | … | 0.00 | 0.43 | 0.85 | 0.78 | 0.37 | 0.00 | 0.20 | 0.12 | NA |
| Draw Down(%) | NA | 0.02 | 0.02 | 0.02 | NA | NA | NA | … | … | 0.00 | 0.02 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 2.00 | 1.62 | 0.85 | 0.57 | 0.43 | … | … | 0.00 | 1.01 | 3.08 | 3.02 | 0.97 | 0.00 | 0.35 | 0.12 | 0.00 |
Data as of 06/11/2026, Common starting date 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