Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTIRX (JPMORGAN HIGH YIELD MUNICIPAL FUND CLASS R6) | NA | -2.03% | -0.57% | NA | NA | NA | NA | … | … |
Data as of 07/31/2023, Common starting date is 11/08/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTIRX (JPMORGAN HIGH YIELD MUNICIPAL FUND CLASS R6) | 11/08/2018 | 07/31/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.03 | -0.57 | NA | NA | NA | NA | … | … | 3.32 | -14.30 | 2.70 | 1.69 | 8.88 | 2.57 |
| Sharpe Ratio | NA | -1.13 | -0.47 | NA | NA | NA | NA | … | … | 0.35 | -2.69 | 1.33 | 0.13 | 3.34 | 7.71 |
| Standard Deviation(%) | NA | 4.81 | 4.01 | NA | NA | NA | NA | … | … | 4.02 | 5.84 | 2.01 | 10.92 | 2.25 | 2.39 |
| Draw Down(%) | NA | 10.90 | 18.76 | NA | NA | NA | NA | … | … | 3.75 | 18.49 | 2.83 | 17.18 | 1.97 | 0.37 |
| Yield(%) | 0.00 | 3.52 | 3.26 | 3.28 | 1.64 | 1.09 | 0.82 | … | … | 2.06 | 3.24 | 3.10 | 3.12 | 3.29 | 0.64 |
Data as of 07/31/2023, Common starting date is 11/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTIRX (JPMORGAN HIGH YIELD MUNICIPAL FUND CLASS R6) |
-3.47%
Oct 2019 – Oct 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTIRX (JPMORGAN HIGH YIELD MUNICIPAL FUND CLASS R6) |
6.38%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart