Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRJIX (NEW JERSEY TAX-FREE BOND FUND NEW JERSEY TAX-FREE BOND FUND-I CLASS) | 2.09% | 8.29% | 4.32% | 1.21% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRJIX (NEW JERSEY TAX-FREE BOND FUND NEW JERSEY TAX-FREE BOND FUND-I CLASS) | 07/06/2017 | 06/09/2026 |
| 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 8.29 | 4.32 | 1.21 | NA | NA | NA | … | … | 2.09 | 3.92 | 3.03 | 6.75 | -9.43 | 2.80 | 4.76 | 6.85 | 1.32 | -13.93 |
| Sharpe Ratio | NA | 1.96 | 0.25 | -0.32 | NA | NA | NA | … | … | 0.73 | 0.20 | -0.18 | 0.78 | -2.43 | 1.87 | 0.62 | 2.95 | -0.03 | -1.04 |
| Standard Deviation(%) | NA | 2.73 | 4.11 | 3.95 | NA | NA | NA | … | … | 3.05 | 5.08 | 3.31 | 4.00 | 4.50 | 1.48 | 7.26 | 1.82 | 1.76 | 26.18 |
| Draw Down(%) | NA | 2.60 | 5.66 | 14.41 | NA | NA | NA | … | … | 2.60 | 5.33 | 2.33 | 5.78 | 14.29 | 1.78 | 11.03 | 1.45 | 1.69 | 16.62 |
| Yield(%) | 0.00 | 3.61 | 3.39 | 2.83 | 2.23 | 1.49 | 1.12 | … | … | 1.46 | 3.44 | 3.32 | 3.07 | 2.51 | 2.69 | 2.94 | 3.06 | 3.18 | 0.94 |
Data as of 06/09/2026, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRJIX (NEW JERSEY TAX-FREE BOND FUND NEW JERSEY TAX-FREE BOND FUND-I CLASS) |
-2.24%
Oct 2019 – Oct 2022 |
0.33%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRJIX (NEW JERSEY TAX-FREE BOND FUND NEW JERSEY TAX-FREE BOND FUND-I CLASS) |
6.10%
Oct 2022 – Oct 2025 |
2.16%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart