Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTBAX (JPMORGAN MUNICIPAL INCOME FUND CLASS A) | NA | 3.62% | 0.43% | 2.26% | 2.41% | 2.88% | 2.97% | … | … |
Data as of 07/31/2023, Common starting date is 02/25/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTBAX (JPMORGAN MUNICIPAL INCOME FUND CLASS A) | 02/25/1993 | 07/31/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.62 | 0.43 | 2.26 | 2.41 | 2.88 | 2.97 | … | … | 4.35 | -5.77 | 1.36 | 4.52 | 5.86 | 0.61 | 3.64 | -0.18 | 2.61 | 6.09 | -1.60 | 4.29 | 7.43 | 2.29 | 10.18 | -1.57 | 3.17 | 3.72 | 1.95 | 2.54 | 4.40 | 7.38 | 4.51 | 8.40 | -2.72 | 5.91 | 8.34 | 4.35 | 11.91 | -1.91 | 4.03 |
| Sharpe Ratio | NA | 0.00 | -0.33 | 0.28 | 0.56 | NA | NA | … | … | 1.07 | -1.97 | 0.95 | 0.64 | 3.00 | -0.55 | 1.65 | -0.17 | 1.57 | 3.69 | -0.64 | 2.72 | 4.10 | 1.12 | 4.06 | -0.60 | 0.08 | 0.28 | -0.13 | 0.54 | 1.37 | 2.59 | 1.28 | 2.20 | -2.66 | 1.09 | 2.00 | 0.25 | 1.46 | -1.41 | 1.01 |
| Standard Deviation(%) | NA | 3.25 | 2.67 | 3.72 | 2.92 | NA | NA | … | … | 3.06 | 3.64 | 1.41 | 6.71 | 1.49 | 1.32 | 1.83 | 2.28 | 1.65 | 1.65 | 2.54 | 1.57 | 1.80 | 1.97 | 2.48 | 4.13 | 1.82 | 1.53 | 1.77 | 2.98 | 2.71 | 2.43 | 1.73 | 1.98 | 2.24 | 2.37 | 2.40 | 3.35 | 5.51 | 3.46 | 2.63 |
| Draw Down(%) | NA | 5.73 | 10.16 | 10.16 | 10.16 | NA | NA | … | … | 2.19 | 10.05 | 1.73 | 10.12 | 1.55 | 1.61 | 1.85 | 5.03 | 2.13 | 1.34 | 5.03 | 1.42 | 1.74 | 3.53 | 2.03 | 8.97 | 1.65 | 1.03 | 1.94 | 5.21 | 4.53 | 2.71 | 2.73 | 2.02 | 4.28 | 1.28 | 1.10 | 2.61 | 3.41 | 4.80 | 2.09 |
| Yield(%) | 0.00 | 2.46 | 1.92 | 2.15 | 2.77 | 2.96 | 3.08 | … | … | 1.48 | 2.02 | 1.76 | 1.73 | 2.12 | 2.75 | 3.09 | 3.56 | 3.36 | 3.18 | 4.18 | 2.79 | 3.14 | 2.81 | 3.49 | 3.47 | 3.41 | 3.44 | 3.52 | 3.87 | 3.91 | 4.57 | 4.54 | 4.89 | 4.52 | 4.79 | 5.08 | 5.21 | 5.99 | 5.36 | 4.44 |
Data as of 07/31/2023, Common starting date is 02/25/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTBAX (JPMORGAN MUNICIPAL INCOME FUND CLASS A) |
-1.30%
Oct 2019 – Oct 2022 |
0.39%
Oct 2017 – Oct 2022 |
1.26%
Oct 2012 – Oct 2022 |
2.36%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTBAX (JPMORGAN MUNICIPAL INCOME FUND CLASS A) |
8.16%
Dec 1994 – Dec 1997 |
6.35%
Apr 1994 – Apr 1999 |
5.46%
Nov 1994 – Nov 2004 |
4.83%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart