JBTUX Mutual Fund

JBTUX Mutual Fund

NAV$27.19
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Returns Overview

1 Month
-0.78%
3 Months
+1.25%
6 Months
+3.32%
YTD
+4.61%
1 Year
+11.17%
3 Years (annualized)
+9.92%
5 Years (annualized)
+4.53%
10 Years (annualized)
+6.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBTUX 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)
+4.61%
Peer Avg (YTD)
+6.99%
vs Peers
-2.38%

JBTUX Mutual Fund Performance

JBTUX performance across multiple time periods: 1-month -0.78%, YTD 4.61%, 1-year 11.17%, 3-year 9.92%, 5-year 4.53%, 10-year 6.49%.

JBTUX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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