Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTBBX (JPMORGAN MUNICIPAL INCOME FUND CLASS B) | NA | NA | NA | NA | NA | NA | NA | … | … |
Data as of 10/28/1996, Common starting date is 10/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTBBX (JPMORGAN MUNICIPAL INCOME FUND CLASS B) | 10/28/1996 | 10/28/1996 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | NA | NA | NA | NA | NA | NA | … | … | -0.28 | 5.34 | -2.06 | 3.72 | 6.65 | 1.68 | 9.60 | -2.16 | 2.65 | 3.05 | 1.33 | 1.90 | 3.77 | 6.56 | 3.77 | 7.62 | -3.36 | 5.26 | 7.76 | 0.00 |
| Sharpe Ratio | NA | 0.80 | 0.75 | 1.28 | 0.83 | NA | NA | … | … | -0.32 | 3.26 | -0.81 | 2.33 | 3.58 | 0.80 | 3.79 | -0.75 | -0.20 | -0.16 | -0.48 | 0.33 | 1.14 | 2.21 | 0.84 | 1.96 | -3.15 | 0.88 | -20.73 | 2.40 |
| Standard Deviation(%) | NA | 1.76 | 2.02 | 2.01 | 2.28 | NA | NA | … | … | 1.84 | 1.63 | 2.59 | 1.58 | 1.85 | 1.98 | 2.51 | 4.11 | 1.88 | 1.57 | 1.75 | 2.91 | 2.69 | 2.47 | 1.74 | 1.83 | 2.09 | 2.19 | 2.28 | 0.00 |
| Draw Down(%) | NA | 2.32 | 5.34 | 5.34 | 9.32 | NA | NA | … | … | 2.32 | 1.40 | 5.17 | 1.47 | 1.79 | 3.74 | 2.00 | 9.32 | 1.72 | 1.17 | 2.10 | 5.34 | 4.57 | 2.77 | 2.89 | 1.97 | 4.45 | 1.29 | 1.10 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.00 |
Data as of 10/28/1996, Common starting date is 10/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTBBX (JPMORGAN MUNICIPAL INCOME FUND CLASS B) |
0.00%
NA |
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 |
|---|---|---|---|---|
| OTBBX (JPMORGAN MUNICIPAL INCOME FUND CLASS B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart