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Jpmorgan Intermediate Tax Free Bond Fund A: (MF: JITAX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$9.98 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.34 | 38 |
| 3 months | -0.81 | 35 |
| 6 months | -0.10 | 40 |
| 1 Year | 2.38 | 55 |
| 3 Year | 2.10 | 62 |
| 5 Year | 0.93 | 82 |
| 10 Year | 1.40 | 70 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 15.81 |
| Bear Market (10/07 - 2/09) | 5.82 |
| Bull Market (2/09 - 3/21) | 43.00 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -1.90 |
| 5 Year | 0.08 |
| 10 Year | 1.03 |
| Since Inception | 5.27 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.04 | NA | NA | NA |
| 2024 | 0.25 | 0.17 | 2.42 | -0.84 |
| 2023 | 2.47 | -0.52 | -3.21 | 6.21 |
| 2022 | -5.79 | -2.63 | -2.91 | 3.14 |
| 2021 | -0.56 | 1.40 | -0.45 | 0.42 |
| 2020 | -0.67 | 2.64 | 1.00 | 1.52 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.34 | 1.99 | 4.78 | -8.15 | 0.79 | 4.55 | 6.15 | 0.80 | 2.88 | -0.59 | 2.14 |
| % Total Return Rel to Index | 0.68 | 1.05 | -1.61 | 0.37 | -0.73 | -0.64 | -1.40 | -0.47 | -2.56 | -0.83 | -1.15 |
| % Total Return Rel to Peer | 0.32 | -0.87 | -0.85 | 0.89 | -1.48 | 0.67 | -0.40 | -0.13 | -1.57 | -0.49 | 0.33 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 2.00 | 4.00 | 3.00 | 4.00 | 4.00 | 4.00 |
| % Dividends | 0.11 | 0.34 | 0.30 | 0.25 | 0.22 | 0.21 | 0.24 | 0.24 | 0.23 | 0.23 | 0.28 |
| % Yield | 1.11 | 3.23 | 3.18 | 2.38 | 1.93 | 1.80 | 2.06 | 2.18 | 2.04 | 2.09 | 2.46 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.01 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.01 |
| Expense Ratio | 0.00 | 0.65 | 0.65 | 0.65 | 0.64 | 0.65 | 0.64 | 0.71 | 0.74 | 0.75 | 0.75 |
* 1 = Top 20%, 5 = Bottom 20%