Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOIXX (JPMorgan Trust IV – Institutional Tax Free Money Market Fund) | 0.00% | 0.00% | 1.75% | 1.50% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOIXX (JPMorgan Trust IV – Institutional Tax Free Money Market Fund) | 03/06/2018 | 06/05/2026 |
| 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 | 1.75 | 1.50 | NA | NA | NA | … | … | 0.00 | 0.87 | 2.75 | 2.60 | 1.06 | 0.02 | 0.44 | 0.13 | 0.00 |
| Sharpe Ratio | NA | -186.60 | -2.23 | -1.73 | NA | NA | NA | … | … | 0.00 | -4.53 | -4.55 | -2.07 | -0.84 | -0.80 | 0.95 | -10.07 | 0.00 |
| Standard Deviation(%) | NA | 0.01 | 0.67 | 0.60 | NA | NA | NA | … | … | 0.00 | 0.45 | 0.84 | 0.81 | 0.39 | 0.01 | 0.22 | 0.13 | NA |
| Draw Down(%) | NA | 0.01 | 0.01 | 0.01 | NA | NA | NA | … | … | 0.00 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 2.07 | 1.68 | 0.90 | 0.60 | 0.45 | … | … | 0.00 | 1.06 | 3.19 | 3.12 | 1.03 | 0.00 | 0.44 | 0.13 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JOIXX (JPMorgan Trust IV – Institutional Tax Free Money Market Fund) |
0.19%
Apr 2018 – Apr 2021 |
0.51%
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 |
|---|---|---|---|---|
| JOIXX (JPMorgan Trust IV – Institutional Tax Free Money Market Fund) |
2.49%
Apr 2022 – Apr 2025 |
1.51%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart