Nasdaq - Delayed Quote USD
JPMorgan Short-Interm Muncpl Bd I (JIMIX)
10.07
+0.01
+(0.10%)
At close: 8:01:24 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.06% |
| 5y Average Return | 0.81% |
| Number of Years Up | 13 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 15, 2025) | 4.84% |
| Worst 1Y Total Return (Apr 15, 2025) | -- |
| Best 3Y Total Return | 4.84% |
| Worst 3Y Total Return | -0.45% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JIMIX
Category
- YTD
- 0.96%
- 0.39%
- 1-Month
- -0.24%
- 0.04%
- 3-Month
- 0.96%
- 0.38%
- 1-Year
- 3.15%
- 1.72%
- 3-Year
- 2.10%
- 2.21%
- 5-Year
- 1.14%
- 1.47%
- 10-Year
- 1.46%
- 1.49%
- Last Bull Market
- 2.97%
- 1.96%
- Last Bear Market
- -0.92%
- 2.01%
Annual Total Return (%) History
Year
JIMIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.96% | -- | -- | -- |
| 2024 | -0.08% | 0.27% | 2.44% | -0.53% |
| 2023 | 1.68% | -0.42% | -1.56% | 3.91% |
| 2022 | -4.53% | -0.92% | -2.03% | 2.72% |
| 2021 | -0.45% | 0.57% | -0.11% | 0.17% |
| 2020 | -0.47% | 2.05% | 0.95% | 0.91% |
| 2019 | 1.85% | 1.39% | 0.77% | 0.75% |
| 2018 | -0.55% | 0.69% | -0.16% | 1.27% |
| 2017 | 1.14% | 1.02% | 0.46% | -0.18% |
| 2016 | 0.89% | 1.19% | -0.13% | -2.19% |
| 2015 | 0.35% | -0.37% | 0.98% | 0.53% |
| 2014 | 0.55% | 0.72% | 0.44% | 0.08% |
| 2013 | 0.38% | -1.12% | 0.53% | 0.45% |
| 2012 | 0.25% | 0.52% | 0.58% | -0.09% |
| 2011 | 0.33% | 1.26% | 0.95% | 0.57% |
| 2010 | 0.16% | 1.00% | 1.16% | -0.90% |
| 2009 | 1.92% | 0.49% | -- | -- |
Rank in Category (By Total Return)
| YTD | 14 |
| 1-Month | 54 |
| 3-Month | 14 |
| 1-Year | 55 |
| 3-Year | 67 |
| 5-Year | 78 |
Load Adjusted Returns
| 1-Year | 3.15% |
| 3-Year | 2.10% |
| 5-Year | 1.14% |
| 10-Year | 1.46% |
Performance & Risk
| YTD Return | 0.06% |
| 5y Average Return | 0.81% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.52 |
| Morningstar Risk Rating |
Fund Overview
| Category | Muni National Short |
| Fund Family | JPMorgan |
| Net Assets | 788.78M |
| YTD Return | 0.96% |
| Yield | 3.00% |
| Morningstar Rating | |
| Inception Date | Jun 19, 2009 |
Fund Summary
The fund invests at least 80% of its net assets in municipal bonds, the income from which is exempt from federal income tax. This is a fundamental policy. Up to 25% of the it’s assets may be invested in municipal securities, the interest on which may be subject to the federal alternative minimum tax for individuals. It invests in a portfolio of municipal bonds with an average weighted maturity of one to five years.
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