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JPMorgan New York Tax Free Bond Fund (VANTX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Aug 1, 2026

The investment seeks to provide monthly dividends that are excluded from gross income for federal income tax purposes and are exempt from New York State and New York City personal income taxes; it also seeks to protect the value of the investors' investment. 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.

Sharpe ratio is not yet available for VANTX. 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 New York Tax Free Bond Fund's Sharpe Ratio with other mutual funds in the Municipal Bonds category across multiple time periods, showing how VANTX'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 Aug 1, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
DFSMXDFA Short Term Municipal Bond Portfolio4.43
DFABXDFA Short-Term Selective State Municipal Bond Portfolio4.16
DNYMXDFA NY Municipal Bond Portfolio3.80
DFCMXDFA California Short Term Municipal Bond Portfolio3.69
ATOIXabrdn Ultra Short Municipal Income Fund3.65
BATVXBlackRock Allocation Target Shares3.57
FHMIXFederated Hermes Conservative Municipal Microshort Fund3.28
TFCYXSEI Institutional Managed Trust Tax-Free Conservative Income Fund3.16
USMTXJPMorgan Ultra-Short Municipal Fund3.10
MEMUXMaine Municipal Fund2.99
VANTXJPMorgan New York Tax Free Bond Fund—
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Historical Sharpe Ratio

The chart shows VANTX'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 VANTX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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