JBRSX Mutual Fund

JBRSX Mutual Fund

NAV$24.59
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Returns Overview

1 Month
+1.10%
3 Months
+0.38%
6 Months
+2.71%
YTD
+5.61%
1 Year
+9.90%
3 Years (annualized)
+10.65%
5 Years (annualized)
+4.28%
10 Years (annualized)
+6.31%

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)
+5.61%
Peer Avg (YTD)
+8.76%
vs Peers
-3.15%

JBRSX Mutual Fund Performance

JBRSX performance across multiple time periods: 1-month 1.10%, YTD 5.61%, 1-year 9.90%, 3-year 10.65%, 5-year 4.28%, 10-year 6.31%.

JBRSX returns trail the peer average of 8.76% 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.