It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
JOAXX: JPMorgan Trust IV - Institutional Tax Free Money Market Fund (MUTUAL FUND)
Basic Info 1 0(0.0%) June 05
| Asset Class: | Money Market |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 03/06/2018 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 0.19% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 03/06/2018 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 1.7 | 1.4 | 0.9 | 0.8 | 2.9 | 2.5 | 1.0 | 0.0 | 0.4 | 0.1 | 0.0 |
| Sharpe Ratio | NA | 0.0 | -93.3 | -2.42 | -1.91 | -2.1 | -4.82 | -0.9 | -1.45 | -1.26 | -3.76 | 0.57 | -11.5 | 0.0 |
| Draw Down(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 0.0 | 0.0 | 0.6 | 0.6 | 0.5 | 0.4 | 0.8 | 0.8 | 0.4 | 0.0 | 0.2 | 0.1 | NA |
| Treynor Ratio | NA | 0.0 | -2.14 | -0.03 | -0.02 | -0.02 | -0.26 | 0.01 | 0.02 | -0.01 | 0.0 | 0.0 | 0.23 | NA |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 |
| Beta | NA | 0.0 | 0.01 | 0.52 | 0.54 | 0.56 | 0.08 | -0.67 | -0.68 | 0.8 | 0.07 | 0.26 | -0.06 | 0.0 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 2.0 | 1.6 | N/A | 1.0 | 3.1 | 3.0 | 1.0 | 0.0 | 0.4 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -100.0 | 186.6 | N/A | N/A | -67.2 | 2.0 | 211.3 | N/A | -100.0 | 191.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/06/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Money Market Asset Class Trend Rankings |
Top Rated Funds in Money Market
Best Mutual Funds
- FMJXX (Goldman Sachs Investor Money Market Fund Class I) (99%)
- TSCXX (T. Rowe Price Cash Reserves Fund) (99%)
- AGPXX (Invesco Short-Term Investments Trust Government & Agency Portfolio Institutional) (99%)
- DAPXX (Dreyfus Government Securities Cash Management Administrative Shares) (99%)
- DTRXX (Dreyfus Treasury Obligations Cash Management) (98%)
- FGXXX (First American Funds Inc. - Government Obligations Fund) (98%)
- FRAXX (Goldman Sachs Trust - Goldman Sachs Financial Square Treasury Instruments Fund) (98%)
- FXFXX (First American Funds Inc. - Treasury Obligations Fund) (98%)
- GVMXX (State Street Master Funds - State Street U.S. Government Money Market Portfolio) (98%)
- JOAXX (JPMorgan Trust IV - Institutional Tax Free Money Market Fund) (98%)
Latest Articles Related to JOAXX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
