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Jpmorgan Intermediate Tax Free Bond Fund I Class: (MF: JITIX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$9.77 USD
+0.02 (0.21%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.37 | 40 |
| 3 months | -0.87 | 39 |
| 6 months | -0.08 | 39 |
| 1 Year | 2.49 | 51 |
| 3 Year | 2.34 | 45 |
| 5 Year | 1.17 | 74 |
| 10 Year | 1.65 | 55 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 15.91 |
| Bear Market (10/07 - 2/09) | 6.13 |
| Bull Market (2/09 - 3/21) | 48.98 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 2.08 |
| 5 Year | 1.08 |
| 10 Year | 1.67 |
| Since Inception | 5.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.11 | NA | NA | NA |
| 2024 | 0.22 | 0.23 | 2.54 | -0.80 |
| 2023 | 2.38 | -0.37 | -3.12 | 6.31 |
| 2022 | -5.66 | -2.62 | -2.90 | 3.27 |
| 2021 | -0.60 | 1.49 | -0.40 | 0.49 |
| 2020 | -0.71 | 2.76 | 0.99 | 1.71 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.37 | 2.19 | 5.05 | -7.89 | 0.97 | 4.80 | 6.44 | 1.08 | 3.28 | -0.32 | 2.35 |
| % Total Return Rel to Index | 0.65 | 1.26 | -1.34 | 0.63 | -0.54 | -0.39 | -1.11 | -0.20 | -2.16 | -0.57 | -0.94 |
| % Total Return Rel to Peer | 0.29 | -0.67 | -0.58 | 1.15 | -1.29 | 0.93 | -0.11 | 0.14 | -1.17 | -0.22 | 0.54 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 2.00 | 4.00 | 3.00 | 4.00 | 4.00 | 3.00 |
| % Dividends | 0.12 | 0.36 | 0.32 | 0.27 | 0.25 | 0.24 | 0.26 | 0.27 | 0.26 | 0.26 | 0.31 |
| % Yield | 1.21 | 3.54 | 3.48 | 2.68 | 2.21 | 2.06 | 2.34 | 2.46 | 2.39 | 2.40 | 2.75 |
| Capital Gains ($) | 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 | 0.40 | 0.40 | 0.40 | 0.39 | 0.40 | 0.39 | 0.39 | 0.46 | 0.50 | 0.50 |
* 1 = Top 20%, 5 = Bottom 20%