JPMorgan Municipal Fundamental Relationships

OTBBX -- USA Fund  

USD 9.92  0.01  0.10%

The Drivers Module shows relationships between JPMorgan Municipal's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of JPMorgan Municipal Income B over time as well as its relative position and ranking within its peers. Additionally take a look at Your Equity Center.

JPMorgan Municipal Annual Yield vs. Year to Date Return Fundamental Analysis

JPMorgan Municipal Income B is rated below average in year to date return among similar funds. It is number one fund in annual yield among similar funds .
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of current fiscal year. In other words YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
JPMorgan Municipal 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
(0.08) %
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
JPMorgan Municipal 
Yield 
 = 
Income from Security 
Current Share Price 
=
1.97 %
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have a higher yields.

JPMorgan Municipal Annual Yield Comparison

  Annual Yield 
      JPMorgan Municipal Comparables 
JPMorgan Municipal is currently under evaluation in annual yield among similar funds.

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