JBSRX Mutual Fund

JBSRX Mutual Fund

NAV$20.28
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Returns Overview

1 Month
-1.49%
3 Months
+1.24%
6 Months
-0.62%
YTD
+1.34%
1 Year
+6.30%
3 Years (annualized)
+3.76%
5 Years (annualized)
+6.67%
10 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBSRX 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 2020 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+0.21%
vs Peers
+1.12%

JBSRX Mutual Fund Performance

JBSRX performance across multiple time periods: 1-month -1.49%, YTD 1.34%, 1-year 6.30%, 3-year 3.76%, 5-year 6.67%, 10-year 4.81%.

JBSRX returns outperform the peer average of 0.21% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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