Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VANTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS A) | 1.45% | 5.82% | 3.11% | 0.81% | 1.47% | 2.01% | 2.61% | … | … |
Data as of 06/08/2026, Common starting date is 02/22/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VANTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS A) | 02/22/2001 | 06/08/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 5.82 | 3.11 | 0.81 | 1.47 | 2.01 | 2.61 | … | … | 1.45 | 3.15 | 1.40 | 4.75 | -6.10 | 0.52 | 3.38 | 5.63 | 0.69 | 2.75 | -0.33 | 1.84 | 4.69 | -1.00 | 3.57 | 8.50 | 2.30 | 7.59 | 2.01 | 3.84 | 3.00 | 1.00 | 3.11 | 4.39 | 8.78 | 2.97 |
| Sharpe Ratio | NA | 1.35 | -0.06 | -0.57 | -0.05 | NA | NA | … | … | 0.21 | 0.07 | -0.80 | 0.35 | -2.49 | 0.16 | 0.45 | 2.38 | -0.45 | 1.17 | -0.25 | 1.13 | 3.06 | -0.42 | 1.92 | 3.69 | 0.89 | 2.50 | 0.25 | 0.37 | -0.25 | -0.63 | 0.58 | 1.04 | 2.45 | 0.52 |
| Standard Deviation(%) | NA | 2.22 | 3.26 | 3.02 | 3.39 | NA | NA | … | … | 2.55 | 3.90 | 2.77 | 3.13 | 3.03 | 3.10 | 6.98 | 1.75 | 1.53 | 1.79 | 2.17 | 1.60 | 1.53 | 2.48 | 1.84 | 2.30 | 2.48 | 3.00 | 4.10 | 1.90 | 1.66 | 2.00 | 3.69 | 3.51 | 3.11 | 2.44 |
| Draw Down(%) | NA | 2.19 | 4.44 | 10.27 | 10.94 | NA | NA | … | … | 2.19 | 4.10 | 2.04 | 4.99 | 9.56 | 3.02 | 10.44 | 1.56 | 1.70 | 1.48 | 4.65 | 1.82 | 1.24 | 4.55 | 1.76 | 2.16 | 4.58 | 2.96 | 6.66 | 1.54 | 1.14 | 2.49 | 5.55 | 5.02 | 3.57 | 3.28 |
| Yield(%) | 0.00 | 3.49 | 3.16 | 2.47 | 2.37 | 2.73 | 3.03 | … | … | 1.44 | 3.37 | 3.06 | 2.61 | 1.83 | 1.65 | 1.75 | 2.14 | 2.71 | 2.88 | 2.97 | 4.02 | 3.95 | 4.05 | 2.74 | 3.30 | 3.58 | 3.34 | 3.66 | 3.74 | 3.64 | 3.31 | 5.47 | 5.10 | 3.74 | 3.79 |
Data as of 06/08/2026, Common starting date is 02/22/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VANTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS A) |
-1.95%
Oct 2020 – Oct 2023 |
0.03%
Oct 2017 – Oct 2022 |
0.79%
Oct 2012 – Oct 2022 |
1.67%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VANTX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS A) |
6.42%
Sep 2008 – Sep 2011 |
5.24%
Jul 2007 – Jul 2012 |
4.42%
Dec 2001 – Dec 2011 |
3.86%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart