Nasdaq - Delayed Quote USD
JPMorgan Short-Intermediate Muncpl Bd R6 (OSTSX)
10.10
+0.01
+(0.10%)
At close: 8:06:55 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.55% |
| 5y Average Return | 1.20% |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Apr 29, 2025) | 4.90% |
| Worst 1Y Total Return (Apr 29, 2025) | -- |
| Best 3Y Total Return | 4.90% |
| Worst 3Y Total Return | -0.37% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
OSTSX
Category
- YTD
- 0.87%
- 0.39%
- 1-Month
- -0.33%
- 0.04%
- 3-Month
- 0.87%
- 0.38%
- 1-Year
- 3.10%
- 1.72%
- 3-Year
- 2.12%
- 2.21%
- 5-Year
- 1.17%
- 1.47%
- 10-Year
- 1.32%
- 1.49%
- Last Bull Market
- 3.00%
- 1.96%
- Last Bear Market
- -1.01%
- 2.01%
Annual Total Return (%) History
Year
OSTSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.87% | -- | -- | -- |
| 2024 | -0.06% | 0.28% | 2.35% | -0.42% |
| 2023 | 1.69% | -0.40% | -1.54% | 3.92% |
| 2022 | -4.52% | -1.01% | -1.92% | 2.73% |
| 2021 | -0.44% | 0.67% | -0.19% | 0.27% |
| 2020 | -0.37% | 2.06% | 0.96% | 0.83% |
| 2019 | 1.96% | 1.40% | 0.69% | 0.76% |
Rank in Category (By Total Return)
| YTD | 42 |
| 1-Month | 69 |
| 3-Month | 42 |
| 1-Year | 59 |
| 3-Year | 66 |
| 5-Year | 77 |
Load Adjusted Returns
| 1-Year | 3.10% |
| 3-Year | 2.12% |
| 5-Year | 1.17% |
| 10-Year | 1.32% |
Performance & Risk
| YTD Return | 0.55% |
| 5y Average Return | 1.20% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.53 |
| Morningstar Risk Rating |
Fund Overview
| Category | Muni National Short |
| Fund Family | JPMorgan |
| Net Assets | 788.78M |
| YTD Return | 0.87% |
| Yield | 3.05% |
| 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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