JMBRX Mutual Fund

JMBRX Mutual Fund

NAV$42.90
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Returns Overview

1 Month
+2.08%
3 Months
+1.69%
6 Months
+7.80%
YTD
+12.10%
1 Year
+19.65%
3 Years (annualized)
+17.78%
5 Years (annualized)
+9.17%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JMBRX 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 2045 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+12.10%
Peer Avg (YTD)
+8.76%
vs Peers
+3.34%

JMBRX Mutual Fund Performance

JMBRX performance across multiple time periods: 1-month 2.08%, YTD 12.10%, 1-year 19.65%, 3-year 17.78%, 5-year 9.17%, 10-year 10.85%.

JMBRX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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