JBYSX Mutual Fund

JBYSX Mutual Fund

NAV$24.67
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Returns Overview

1 Month
+1.17%
3 Months
+0.60%
6 Months
+3.12%
YTD
+6.14%
1 Year
+10.74%
3 Years (annualized)
+11.49%
5 Years (annualized)
+5.06%
10 Years (annualized)
+7.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBYSX 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)
+6.14%
Peer Avg (YTD)
+8.76%
vs Peers
-2.61%

JBYSX Mutual Fund Performance

JBYSX performance across multiple time periods: 1-month 1.17%, YTD 6.14%, 1-year 10.74%, 3-year 11.49%, 5-year 5.06%, 10-year 7.12%.

JBYSX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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