VANTX vs. JUEMX
Compare and contrast key facts about JPMorgan New York Tax Free Bond Fund (VANTX) and JPMorgan U.S. Equity Fund R6 (JUEMX).
VANTX is managed by JPMorgan. It was launched on Feb 15, 2001. JUEMX is managed by JPMorgan. It was launched on Sep 17, 1993.
Performance
VANTX vs. JUEMX - Performance Comparison
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VANTX vs. JUEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VANTX JPMorgan New York Tax Free Bond Fund | -0.59% | 2.86% | 1.42% | 4.76% | -6.09% | 0.49% | 3.39% | 5.65% | 0.68% | 2.75% |
JUEMX JPMorgan U.S. Equity Fund R6 | -7.67% | 14.75% | 31.28% | 27.37% | -18.74% | 28.66% | 26.70% | 32.40% | -5.80% | 21.70% |
Returns By Period
In the year-to-date period, VANTX achieves a -0.59% return, which is significantly higher than JUEMX's -7.67% return. Over the past 10 years, VANTX has underperformed JUEMX with an annualized return of 1.32%, while JUEMX has yielded a comparatively higher 14.75% annualized return.
VANTX
- 1D
- 0.16%
- 1M
- -2.02%
- YTD
- -0.59%
- 6M
- 0.56%
- 1Y
- 2.50%
- 3Y*
- 2.11%
- 5Y*
- 0.59%
- 10Y*
- 1.32%
JUEMX
- 1D
- 2.97%
- 1M
- -5.97%
- YTD
- -7.67%
- 6M
- -7.24%
- 1Y
- 11.53%
- 3Y*
- 18.08%
- 5Y*
- 11.62%
- 10Y*
- 14.75%
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VANTX vs. JUEMX - Expense Ratio Comparison
VANTX has a 0.95% expense ratio, which is higher than JUEMX's 0.44% expense ratio.
Return for Risk
VANTX vs. JUEMX — Risk / Return Rank
VANTX
JUEMX
VANTX vs. JUEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan New York Tax Free Bond Fund (VANTX) and JPMorgan U.S. Equity Fund R6 (JUEMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VANTX | JUEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.66 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.00 | 1.07 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.16 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.80 | 1.08 | -0.29 |
Martin ratioReturn relative to average drawdown | 2.62 | 3.99 | -1.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VANTX | JUEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.66 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.67 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.80 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.79 | +0.10 |
Correlation
The correlation between VANTX and JUEMX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
VANTX vs. JUEMX - Dividend Comparison
VANTX's dividend yield for the trailing twelve months is around 3.11%, less than JUEMX's 6.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VANTX JPMorgan New York Tax Free Bond Fund | 3.11% | 3.11% | 3.13% | 2.57% | 2.00% | 1.65% | 1.73% | 2.09% | 2.75% | 2.88% | 3.08% | 4.11% |
JUEMX JPMorgan U.S. Equity Fund R6 | 6.44% | 5.93% | 12.09% | 2.14% | 5.20% | 10.82% | 6.70% | 10.14% | 14.65% | 8.81% | 4.87% | 6.27% |
Drawdowns
VANTX vs. JUEMX - Drawdown Comparison
The maximum VANTX drawdown since its inception was -10.44%, smaller than the maximum JUEMX drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for VANTX and JUEMX.
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Drawdown Indicators
| VANTX | JUEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.44% | -33.37% | +22.93% |
Max Drawdown (1Y)Largest decline over 1 year | -3.76% | -11.90% | +8.14% |
Max Drawdown (5Y)Largest decline over 5 years | -10.27% | -24.52% | +14.25% |
Max Drawdown (10Y)Largest decline over 10 years | -10.44% | -33.37% | +22.93% |
Current DrawdownCurrent decline from peak | -2.17% | -9.29% | +7.12% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -4.11% | +2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 3.24% | -2.10% |
Volatility
VANTX vs. JUEMX - Volatility Comparison
The current volatility for JPMorgan New York Tax Free Bond Fund (VANTX) is 1.01%, while JPMorgan U.S. Equity Fund R6 (JUEMX) has a volatility of 5.56%. This indicates that VANTX experiences smaller price fluctuations and is considered to be less risky than JUEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VANTX | JUEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.01% | 5.56% | -4.55% |
Volatility (6M)Calculated over the trailing 6-month period | 1.40% | 9.55% | -8.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.80% | 18.60% | -14.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.99% | 17.41% | -14.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.27% | 18.56% | -15.29% |