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JPMorgan Trust IV - JPMorgan Ultra-Short Municipal Fund (USMTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
9.990.00 (0.00%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.10%
5-Year Average Return1.13%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jan 23, 2024)3.46%
Worst 1 Yr Total Return (Jan 23, 2024)N/A
Best 3-Yr Total Return3.46%
Worst 3-Yr Total Return0.10%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnUSMTXCategory
YTD3.46%0.39%
1-Month0.44%0.04%
3-Month1.46%0.38%
1-Year3.46%1.72%
3-Year0.88%2.21%
5-Year1.15%1.47%
10-Year0.00%1.49%
Last Bull Market0.32%1.96%
Last Bear Market-0.06%2.01%

Annual Total Return (%) History

Year
USMTXCategory
2023
3.46%N/A
2022
-0.71%N/A
2021
-0.04%N/A
2020
1.07%2.28%
2019
2.01%3.12%
2018
1.32%1.18%
2017
0.88%1.69%
2016
N/A-0.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.98%0.47%0.50%1.46%
2022-1.11%-0.06%-0.44%0.92%
2021-0.14%0.18%-0.05%-0.04%
20200.04%0.54%0.31%0.18%
20190.68%0.52%0.37%0.43%
20180.26%0.43%0.14%0.48%
20170.48%0.19%0.19%0.02%
2016-0.05%0.15%N/AN/A

Rank In Category (By Total Return)

YTD66
1-Month87
3-Month90
1-Year66
3-Year27
5-Year63

Load Adjusted Returns

1-Year3.46%
3-Year0.88%
5-Year1.15%
10-YearN/A