JBRSX Mutual Fund

JBRSX Mutual Fund

NAV$26.60
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Returns Overview

1 Month
-0.83%
3 Months
+1.19%
6 Months
+3.14%
YTD
+4.46%
1 Year
+10.88%
3 Years (annualized)
+9.64%
5 Years (annualized)
+4.27%
10 Years (annualized)
+6.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBRSX 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)
+4.46%
Peer Avg (YTD)
+6.99%
vs Peers
-2.54%

JBRSX Mutual Fund Performance

JBRSX performance across multiple time periods: 1-month -0.83%, YTD 4.46%, 1-year 10.88%, 3-year 9.64%, 5-year 4.27%, 10-year 6.19%.

JBRSX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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