Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JOFXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) | 1.23% | 2.28% | 2.51% | 1.54% | NA | NA | NA | 1.18% |
Data as of 08/04/2025, AR inception is 03/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOFXX (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 | 2.28 | 2.51 | 1.54 | NA | NA | NA | 1.18 | 1.23 | 2.69 | 2.54 | 1.01 | 0.02 | 0.40 | 0.13 | 0.00 |
| Sharpe Ratio | NA | -1.14 | -1.11 | -0.91 | NA | NA | NA | -1.36 | -1.21 | -4.73 | -2.18 | -0.99 | -1.72 | 0.81 | -10.53 | 0.00 |
| Standard Deviation(%) | NA | 0.77 | 0.78 | 0.61 | NA | NA | NA | 0.51 | 0.76 | 0.83 | 0.79 | 0.38 | 0.01 | 0.21 | 0.12 | NA |
| Draw Down(%) | NA | 0.02 | 0.03 | 0.03 | NA | NA | NA | 0.03 | 0.00 | 0.02 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.29 | 2.68 | 1.64 | 0.87 | 0.58 | 0.44 | 1.25 | 1.02 | 3.11 | 3.09 | 0.99 | 0.00 | 0.39 | 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 |
|---|---|---|---|---|
| JOFXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) |
0.18%
Apr 2018 - Apr 2021 |
0.49%
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 |
|---|---|---|---|---|
| JOFXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) |
2.55%
May 2022 - May 2025 |
1.55%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart