Jpmorgan Intermediate Tax Free Bond Fund C: (MF: JITCX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$9.69 USD
+0.01 (0.10%)
Latest Performance as of Apr 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -0.62 | 49 |
3 months | -1.06 | 48 |
6 months | -0.46 | 51 |
1 Year | 1.70 | 81 |
3 Year | 1.54 | 86 |
5 Year | 0.36 | 96 |
10 Year | 0.82 | 93 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 11.22 |
Bear Market (10/07 - 2/09) | 4.84 |
Bull Market (2/09 - 3/21) | 29.96 |
Load Adjusted Returns as of Apr 30, 2025
1 Year | 0.26 |
5 Year | 0.27 |
10 Year | 0.84 |
Since Inception | 4.99 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -0.08 | NA | NA | NA |
2024 | 0.02 | 0.03 | 2.35 | -1.00 |
2023 | 2.19 | -0.57 | -3.34 | 6.13 |
2022 | -5.89 | -2.74 | -3.12 | 3.09 |
2021 | -0.80 | 1.30 | -0.60 | 0.29 |
2020 | -0.83 | 2.49 | 0.79 | 1.50 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -0.62 | 1.38 | 4.22 | -8.59 | 0.16 | 3.98 | 5.54 | 0.36 | 2.34 | -1.24 | 1.47 |
% Total Return Rel to Index | 0.40 | 0.44 | -2.17 | -0.07 | -1.35 | -1.21 | -2.02 | -0.91 | -3.09 | -1.49 | -1.82 |
% Total Return Rel to Peer | 0.04 | -1.48 | -1.40 | 0.44 | -2.10 | 0.11 | -1.02 | -0.57 | -2.11 | -1.14 | -0.34 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 5.00 | 3.00 | 4.00 | 4.00 | 5.00 | 5.00 | 4.00 |
% Dividends | 0.09 | 0.28 | 0.24 | 0.19 | 0.16 | 0.15 | 0.18 | 0.18 | 0.17 | 0.16 | 0.21 |
% Yield | 0.98 | 2.79 | 2.74 | 1.91 | 1.45 | 1.31 | 1.59 | 1.70 | 1.60 | 1.50 | 1.84 |
Capital Gains ($) | 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 | 1.20 | 1.20 | 1.20 | 1.19 | 1.20 | 1.19 | 1.22 | 1.36 | 1.43 | 1.42 |
* 1 = Top 20%, 5 = Bottom 20%