Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VINRX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS R6) | 1.48% | 5.94% | 3.23% | 0.99% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VINRX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS R6) | 10/05/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.94 | 3.23 | 0.99 | NA | NA | NA | … | … | 1.48 | 3.32 | 1.62 | 4.92 | -5.75 | 0.72 | 3.89 | 5.98 | 2.13 |
| Sharpe Ratio | NA | 1.32 | 0.01 | -0.49 | NA | NA | NA | … | … | 0.37 | 0.11 | -0.75 | 0.41 | -2.34 | 0.48 | 0.52 | 2.67 | 4.83 |
| Standard Deviation(%) | NA | 2.36 | 3.25 | 3.02 | NA | NA | NA | … | … | 2.65 | 3.94 | 2.67 | 3.11 | 3.08 | 1.43 | 6.99 | 1.68 | 1.63 |
| Draw Down(%) | NA | 2.33 | 4.36 | 9.96 | NA | NA | NA | … | … | 2.33 | 4.06 | 2.02 | 4.86 | 9.27 | 1.66 | 10.52 | 1.52 | 0.50 |
| Yield(%) | 0.00 | 3.62 | 3.32 | 2.66 | 2.06 | 1.38 | 1.03 | … | … | 1.47 | 3.53 | 3.27 | 2.79 | 2.14 | 1.97 | 2.09 | 2.49 | 0.76 |
Data as of 06/09/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VINRX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS R6) |
-1.65%
Oct 2020 – Oct 2023 |
0.35%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VINRX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS R6) |
4.43%
Oct 2022 – Oct 2025 |
1.86%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart