Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JOCXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) | 0.85% | 1.88% | 2.41% | 1.49% | NA | NA | NA | 1.14% |
Data as of 08/05/2025, AR inception is 03/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOCXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) | 03/06/2018 | 08/05/2025 |
| 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 | 1.88 | 2.41 | 1.49 | NA | NA | NA | 1.14 | 0.85 | 2.72 | 2.57 | 1.03 | 0.02 | 0.43 | 0.13 | 0.00 |
| Sharpe Ratio | NA | -1.88 | -1.29 | -1.04 | NA | NA | NA | -1.47 | -2.76 | -4.64 | -2.12 | -0.91 | -1.28 | 0.91 | -10.25 | 0.00 |
| Standard Deviation(%) | NA | 0.68 | 0.76 | 0.59 | NA | NA | NA | 0.50 | 0.57 | 0.83 | 0.80 | 0.39 | 0.01 | 0.21 | 0.12 | NA |
| Draw Down(%) | NA | 0.03 | 0.03 | 0.03 | NA | NA | NA | 0.03 | 0.00 | 0.03 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.14 | 2.65 | 1.63 | 0.87 | 0.58 | 0.43 | 1.24 | 0.86 | 3.16 | 3.12 | 1.01 | 0.00 | 0.42 | 0.12 | 0.00 |
Data as of 08/05/2025, 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 |
|---|---|---|---|---|
| JOCXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) |
0.19%
Apr 2018 - Apr 2021 |
0.50%
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 |
|---|---|---|---|---|
| JOCXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) |
2.46%
Apr 2022 - Apr 2025 |
1.49%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart