JPMorgan California Tax Free Bond Fund Class C (JCBCX) Sharpe Ratio

Sharpe ratio is not yet available for JCBCX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares JPMorgan California Tax Free Bond Fund Class C's Sharpe Ratio with other mutual funds in the Municipal Bonds category across multiple time periods, showing how JCBCX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 18, 2026.

Symbol	Name	1Y Sharpe Ratio
DFSMX	DFA Short Term Municipal Bond Portfolio	4.57
DFABX	DFA Short-Term Selective State Municipal Bond Portfolio	4.50
DNYMX	DFA NY Municipal Bond Portfolio	4.27
DFCMX	DFA California Short Term Municipal Bond Portfolio	3.97
USMTX	JPMorgan Ultra-Short Municipal Fund	3.87
USMSX	JPMorgan Ultra-Short Municipal Fund	3.85
BATVX	BlackRock Allocation Target Shares	3.57
NJTFX	T. Rowe Price New Jersey Tax Free Bond Fund	3.51
ATOIX	abrdn Ultra Short Municipal Income Fund	3.49
BSNSX	Baird Strategic Municipal Bond Fund	3.45
JCBCX	JPMorgan California Tax Free Bond Fund Class C	—

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S&P 500 Index

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Historical Sharpe Ratio

The chart shows JCBCX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when JCBCX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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