JTNY vs MFM
Comparison between JPMorgan New York Tax Free Bond ETF (JTNY, ETF) and MFS Municipal Income Trust (MFM, ETF).
JTNY vs MFM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JTNY
$463M
Winner
MFM
$464M
Expense Ratio
JTNY
0.34%
MFM
N/A
Max Drawdown
Winner
JTNY
1.44%
MFM
59.26%
Sharpe Ratio
JTNY
-5.01
Winner
MFM
1.07
5Y Beta
Winner
JTNY
0.05
MFM
0.16
5Y Dividends CAGR
JTNY
N/A
MFM
0.16%
JTNY vs MFM - Historical Returns
Returns include dividend reinvestment.
1M
JTNY
-1.03%
Winner
MFM
+0.97%
3M
JTNY
N/A
MFM
+3.39%
6M
JTNY
N/A
MFM
+3.89%
1Y
JTNY
N/A
MFM
+15.16%
5Y(CAGR)
JTNY
N/A
MFM
-0.48%
10Y(CAGR)
JTNY
N/A
MFM
+1.92%
Max(CAGR)
JTNY
-7.98%
Winner
MFM
+5.08%
JTNY vs MFM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JTNY | MFM |
|---|---|---|
| 2026 | -0.82% | +6.30% |
| 2025 | N/A | +6.36% |
| 2024 | N/A | +7.72% |
| 2023 | N/A | +4.52% |
| 2022 | N/A | -21.84% |
| 2021 | N/A | +9.78% |
| 2020 | N/A | -1.42% |
| 2019 | N/A | +16.86% |
| 2018 | N/A | -5.41% |
| 2017 | N/A | +8.63% |
| 2016 | N/A | +1.49% |
| 2015 | N/A | +8.74% |
| 2014 | N/A | +13.39% |
| 2013 | N/A | -14.36% |
| 2012 | N/A | +14.85% |
| 2011 | N/A | +18.24% |
| 2010 | N/A | +0.65% |
| 2009 | N/A | +70.75% |
| 2008 | N/A | -36.78% |
| 2007 | N/A | -13.70% |
| 2006 | N/A | +11.48% |
| 2005 | N/A | +9.19% |
| 2004 | N/A | +8.26% |
| 2003 | N/A | +13.39% |
| 2002 | N/A | -1.94% |
| 2001 | N/A | +10.39% |
| 2000 | N/A | +13.66% |
| 1999 | N/A | -7.97% |
JTNY vs MFM Drawdown Comparison
The maximum drawdown for JTNY was -1.15%, occurring on Jul 21, 2026. This drawdown has not yet recovered.
The maximum drawdown for MFM was -54.24%, occurring on Dec 16, 2008. Recovery took 759 trading sessions.
The current JTNY drawdown is -1.15%. The current MFM drawdown is -5.42%.
| Rank | JTNY | MFM |
|---|---|---|
| #1 | -1.15% Jun 29, 2026 - Jul 21, 2026 | -54.24% Apr 2, 2007 - Apr 7, 2010 |
| #2 | -0.23% Jun 18, 2026 - Jun 26, 2026 | -34.38% Jul 29, 2021 - Oct 27, 2023 |
| #3 | -0.17% Jun 16, 2026 - Jun 18, 2026 | -29.37% Feb 14, 2020 - May 6, 2021 |
| #4 | N/A | -24.74% Oct 1, 2012 - Dec 24, 2015 |
| #5 | N/A | -15.37% Mar 25, 2004 - Oct 27, 2004 |
| #6 | N/A | -15.26% Oct 29, 2010 - Sep 12, 2011 |
| #7 | N/A | -13.45% Nov 4, 1999 - Jun 2, 2000 |
| #8 | N/A | -12.02% Jul 8, 2016 - Jun 6, 2017 |
| #9 | N/A | -11.92% Sep 17, 2001 - Oct 4, 2002 |
| #10 | N/A | -11.67% Jul 13, 2017 - Feb 20, 2019 |
| #11 | N/A | -10.96% Aug 31, 2000 - Jan 4, 2001 |
| #12 | N/A | -10.86% Oct 4, 2002 - May 9, 2003 |
| #13 | N/A | -10.56% Jun 11, 2003 - Jan 6, 2004 |
| #14 | N/A | -9.57% Sep 13, 2005 - Jan 19, 2006 |
| #15 | N/A | -8.19% Feb 11, 2005 - May 11, 2005 |
Correlation
Correlation between JTNY and MFM is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
JTNY vs MFM dividend yield comparison.
| Year | JTNY | MFM |
|---|---|---|
| 2026 | 0.30% | 3.15% |
| 2025 | 0.00% | 5.08% |
| 2024 | 0.00% | 4.65% |
| 2023 | 0.00% | 4.12% |
| 2022 | 0.00% | 4.85% |
| 2021 | 0.00% | 4.34% |
| 2020 | 0.00% | 4.70% |
| 2019 | 0.00% | 4.71% |
| 2018 | 0.00% | 5.91% |
| 2017 | 0.00% | 5.62% |
| 2016 | 0.00% | 5.72% |
| 2015 | 0.00% | 5.76% |
| 2014 | 0.00% | 6.04% |
| 2013 | 0.00% | 7.08% |
| 2012 | 0.00% | 6.31% |
| 2011 | 0.00% | 7.09% |
| 2010 | 0.00% | 7.86% |
| 2009 | 0.00% | 7.32% |
| 2008 | 0.00% | 11.29% |
| 2007 | 0.00% | 6.82% |
| 2006 | 0.00% | 5.82% |
| 2005 | 0.00% | 6.93% |
| 2004 | 0.00% | 7.10% |
| 2003 | 0.00% | 7.04% |
| 2002 | 0.00% | 7.38% |
| 2001 | 0.00% | 6.92% |
| 2000 | 0.00% | 3.01% |
Select Stocks to Compare
Popular: JTNY vs SPYMFM vs SPY
More Comparisons
Compare with similar stocks