JBTBX Mutual Fund

JBTBX Mutual Fund

NAV$26.76
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Returns Overview

1 Month
-0.75%
3 Months
+1.34%
6 Months
+3.44%
YTD
+4.75%
1 Year
+11.47%
3 Years (annualized)
+10.19%
5 Years (annualized)
+4.79%
10 Years (annualized)
+6.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBTBX 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)
+4.75%
Peer Avg (YTD)
+6.99%
vs Peers
-2.24%

JBTBX Mutual Fund Performance

JBTBX performance across multiple time periods: 1-month -0.75%, YTD 4.75%, 1-year 11.47%, 3-year 10.19%, 5-year 4.79%, 10-year 6.76%.

JBTBX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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