JBBSX Mutual Fund

JBBSX Mutual Fund

NAV$24.70
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Returns Overview

1 Month
+1.17%
3 Months
+0.56%
6 Months
+3.08%
YTD
+6.06%
1 Year
+10.66%
3 Years (annualized)
+11.39%
5 Years (annualized)
+4.96%
10 Years (annualized)
+7.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBBSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2025 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+8.76%
vs Peers
-2.70%

JBBSX Mutual Fund Performance

JBBSX performance across multiple time periods: 1-month 1.17%, YTD 6.06%, 1-year 10.66%, 3-year 11.39%, 5-year 4.96%, 10-year 7.01%.

JBBSX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

JBBSX vs another fund shows side-by-side returns. JBBSX alternatives are available in the Mutual Fund Screener.