JBTUX Mutual Fund

JBTUX Mutual Fund

NAV$25.08
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Returns Overview

1 Month
+1.12%
3 Months
+0.44%
6 Months
+2.85%
YTD
+5.78%
1 Year
+10.19%
3 Years (annualized)
+10.94%
5 Years (annualized)
+4.54%
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)
+5.78%
Peer Avg (YTD)
+8.76%
vs Peers
-2.98%

JBTUX Mutual Fund Performance

JBTUX performance across multiple time periods: 1-month 1.12%, YTD 5.78%, 1-year 10.19%, 3-year 10.94%, 5-year 4.54%, 10-year 6.49%.

JBTUX returns trail the peer average of 8.76% 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.