Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRKMX (JPMorgan KY Municipal Bond Select) | NA | 3.76% | 3.72% | 3.28% | 4.13% | NA | NA | … | … |
Data as of 07/28/2009, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRKMX (JPMorgan KY Municipal Bond Select) | 06/21/1996 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.76 | 3.72 | 3.28 | 4.13 | NA | NA | … | … | 1.67 | 2.78 | 3.94 | 3.48 | 1.79 | 2.64 | 4.01 | 8.89 | 4.25 | 8.97 | -1.62 | 5.54 | 7.52 | 5.30 |
| Sharpe Ratio | NA | 0.77 | 0.59 | 0.46 | 0.79 | NA | NA | … | … | 0.75 | 0.42 | 0.50 | 0.13 | -0.21 | 0.55 | 1.09 | 2.94 | 0.95 | 2.37 | -2.04 | 0.87 | -18.26 | 2.06 |
| Standard Deviation(%) | NA | 4.48 | 3.22 | 2.76 | 2.70 | NA | NA | … | … | 3.77 | 4.33 | 1.82 | 1.45 | 1.80 | 3.07 | 3.06 | 2.65 | 2.06 | 2.08 | 2.37 | 2.55 | 2.60 | 3.30 |
| Draw Down(%) | NA | 6.97 | 7.19 | 7.19 | 7.19 | NA | NA | … | … | 3.32 | 7.19 | 1.57 | 1.09 | 2.07 | 5.40 | 4.79 | 3.13 | 3.17 | 2.01 | 3.96 | 1.63 | 1.64 | 1.38 |
| Yield(%) | 0.00 | 4.27 | 4.17 | 4.06 | 4.34 | 3.99 | 2.99 | … | … | 1.59 | 4.64 | 4.13 | 4.17 | 4.06 | 4.09 | 4.03 | 4.27 | 4.77 | 5.04 | 4.71 | 4.81 | 5.14 | 2.82 |
Data as of 07/28/2009, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRKMX (JPMorgan KY Municipal Bond Select) |
1.71%
May 2003 – May 2006 |
2.18%
Sep 2003 – Sep 2008 |
3.47%
Sep 1998 – Sep 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRKMX (JPMorgan KY Municipal Bond Select) |
8.13%
May 2000 – May 2003 |
5.87%
Jan 2000 – Jan 2005 |
4.69%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart