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JITIX: JPMORGAN INTERMEDIATE TAX FREE BOND FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Muni National Interm |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 09/18/2001 |
| Last Dividend Date: | 10/21/2025 |
| 12-Mo. Yield | 3.46% |
| Expenses | 1.20% |
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Performance Analytics (As of 11/28/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | 0.0 | 1.5 | 3.4 | 0.4 | 1.7 | 2.3 | 2.8 | 2.5 | 2.3 | 2.2 | 5.1 | -8.0 | 0.2 | 4.8 | 6.4 | 1.1 | 3.3 | -0.3 | 2.4 | 5.5 | -1.3 | 3.7 | 8.1 | 1.8 | 7.4 | 2.3 | 3.9 | 3.7 | 1.4 | 2.3 | 2.1 | 4.4 | -2.6 |
| Sharpe Ratio | NA | -0.37 | -0.01 | -0.6 | 0.05 | NA | NA | 0.47 | -0.09 | -1.61 | 0.24 | -2.66 | 0.09 | 0.62 | 3.16 | -0.17 | 1.66 | -0.22 | 1.43 | 3.55 | -0.56 | 2.19 | 4.14 | 0.86 | 2.99 | 0.37 | 0.54 | 0.31 | -0.41 | 0.43 | 0.47 | 1.21 | -3.41 |
| Draw Down(%) | NA | 4.2 | 5.6 | 13.0 | 13.0 | NA | NA | 13.0 | 4.2 | 2.0 | 5.6 | 11.7 | 2.1 | 11.2 | 1.6 | 1.4 | 1.5 | 5.1 | 2.1 | 1.3 | 4.6 | 1.6 | 1.9 | 3.4 | 2.5 | 6.5 | 1.6 | 1.0 | 2.5 | 4.9 | 5.0 | 3.5 | 4.1 |
| Standard Deviation(%) | NA | 4.0 | 3.4 | 3.1 | 3.4 | NA | NA | 2.9 | 4.1 | 2.7 | 3.4 | 3.5 | 1.6 | 7.4 | 1.6 | 1.4 | 1.6 | 2.3 | 1.7 | 1.6 | 2.4 | 1.7 | 1.9 | 1.9 | 2.5 | 3.9 | 1.8 | 1.5 | 1.9 | 3.2 | 3.0 | 2.7 | 3.0 |
| Treynor Ratio | NA | -0.02 | 0.0 | -0.02 | 0.0 | NA | NA | 0.02 | 0.0 | -0.05 | 0.01 | -0.1 | 0.0 | 0.04 | 0.07 | 0.0 | 0.04 | -0.01 | 0.03 | 0.08 | -0.02 | 0.06 | 0.12 | 0.03 | 0.11 | 0.02 | 0.02 | 0.01 | -0.01 | 0.02 | 0.02 | 0.05 | -0.16 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.03 |
| Beta | NA | 0.93 | 0.92 | 0.92 | 0.94 | NA | NA | 0.82 | 0.94 | 0.88 | 0.94 | 0.93 | 0.77 | 1.05 | 0.75 | 0.58 | 0.62 | 0.82 | 0.72 | 0.66 | 0.75 | 0.66 | 0.67 | 0.65 | 0.69 | 0.7 | 0.6 | 0.51 | 0.62 | 0.85 | 0.84 | 0.71 | 0.63 |
| RSquared | NA | 0.87 | 0.85 | 0.84 | 0.88 | NA | NA | 0.8 | 0.87 | 0.82 | 0.85 | 0.91 | 0.45 | 0.98 | 0.62 | 0.48 | 0.66 | 0.83 | 0.65 | 0.58 | 0.82 | 0.64 | 0.67 | 0.76 | 0.78 | 0.87 | 0.57 | 0.53 | 0.6 | 0.87 | 0.72 | 0.6 | 0.46 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.2 | 3.6 | 3.3 | 2.5 | 2.3 | 2.2 | 2.5 | 2.5 | 2.5 | 2.7 | 3.0 | 3.1 | 2.9 | 3.0 | 3.3 | 2.9 | 3.5 | 3.7 | 3.9 | 3.9 | 3.8 | 3.8 | 2.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -12.9 | 11.4 | 18.7 | 6.5 | 7.0 | -9.7 | -1.4 | 1.8 | -11.3 | -10.1 | 0.0 | 1.8 | -3.2 | -3.9 | 13.1 | -15.4 | -5.4 | -4.2 | -2.4 | -0.2 | -0.5 | 45.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/10/2001
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See Muni National Interm Asset Class Trend Rankings |
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