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JPMorgan Short-Interm Muncpl Bd I (JIMIX)
10.07
+0.01
+(0.10%)
At close: 8:01:24 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 4.84% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| JIMIX | Category Average | JIMIX | Category Average | JIMIX | Category Average | |
| Alpha | -0.93 | -0.01 | -0.73 | -0 | -0.62 | -0 |
| BETA | 0.52 | 0 | 0.55 | 0 | 0.56 | 0 |
| Mean Annual Return | 0.18 | 0 | 0.1 | 0 | 0.12 | 0 |
| R-squared | 93.06 | 0.75 | 93.39 | 0.72 | 93.79 | 0.67 |
| Standard Deviation | 3.97 | 0.02 | 3.65 | 0.02 | 2.96 | 0.02 |
| Sharpe Ratio | -0.6 | 0 | -0.43 | 0 | -0.16 | 0.01 |
| Treynor Ratio | -4.81 | 0.01 | -2.99 | -0.01 | -0.93 | 0.03 |
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