Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JOIXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) | 0.87% | 1.93% | 2.44% | 1.51% | NA | NA | NA | 1.15% |
Data as of 08/04/2025, AR inception 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 | 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 | 1.93 | 2.44 | 1.51 | NA | NA | NA | 1.15 | 0.87 | 2.75 | 2.60 | 1.06 | 0.02 | 0.44 | 0.13 | 0.00 |
| Sharpe Ratio | NA | -1.79 | -1.24 | -0.99 | NA | NA | NA | -1.42 | -2.68 | -4.55 | -2.07 | -0.84 | -0.80 | 0.95 | -10.07 | 0.00 |
| Standard Deviation(%) | NA | 0.69 | 0.76 | 0.60 | NA | NA | NA | 0.50 | 0.58 | 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 | 0.01 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.16 | 2.66 | 1.65 | 0.88 | 0.58 | 0.44 | 1.25 | 0.86 | 3.19 | 3.12 | 1.03 | 0.00 | 0.44 | 0.13 | 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 |
|---|---|---|---|---|
| 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