Nasdaq - Delayed Quote USD

JPMorgan New York Tax Free Bond R6 (VINRX)

6.27
-0.01
(-0.16%)
At close: 8:02:19 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.87%
5y Average Return 0.74%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (May 29, 2025) 5.98%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 5.98%
Worst 3Y Total Return -0.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VINRX
Category
YTD
-0.54%
1.51%
1-Month
-0.32%
0.34%
3-Month
-0.83%
1.66%
1-Year
2.03%
4.51%
3-Year
2.47%
4.07%
5-Year
1.37%
2.33%
10-Year
1.52%
3.23%
Last Bull Market
3.59%
4.48%
Last Bear Market
-1.57%
4.86%

Annual Total Return (%) History

Year
VINRX
Category
2025
--
--
2024
1.62%
--
2023
4.94%
--
2022
-5.76%
--
2021
0.70%
--
2020
3.88%
3.48%
2019
5.98%
6.32%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.23% -- -- --
2024 -0.14% 0.23% 2.26% -0.71%
2023 2.08% -0.07% -3.04% 6.10%
2022 -5.11% -1.57% -2.39% 3.37%
2021 -0.51% 1.26% -0.38% 0.33%
2020 -0.64% 1.87% 0.81% 1.80%
2019 2.49% 1.81% 1.01% 0.55%

Rank in Category (By Total Return)

YTD 52
1-Month 2
3-Month 14
1-Year 16
3-Year 15
5-Year 25

Load Adjusted Returns

1-Year 2.03%
3-Year 2.47%
5-Year 1.37%
10-Year 1.52%

Performance & Risk

YTD Return -0.87%
5y Average Return 0.74%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category Muni New York Intermediate
Fund Family JPMorgan
Net Assets 393.71M
YTD Return -0.54%
Yield 3.49%
Morningstar Rating
Inception Date Oct 01, 2018

Fund Summary

The fund normally invests at least 80% of the value of its assets in municipal obligations whose interest payments are excluded from gross income for federal income tax purposes and exempt from New York State and New York City personal income taxes, and not subject to the federal alternative minimum tax on individuals. The average weighted maturity of its portfolio will be between three and twelve years.

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