JPBRX Mutual Fund

JPBRX Mutual Fund

NAV$36.54
See how much of JPBRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.69%
3 Months
+2.60%
6 Months
+5.81%
YTD
+7.75%
1 Year
+16.93%
3 Years (annualized)
+13.69%
5 Years (annualized)
+7.47%
10 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPBRX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.75%
Peer Avg (YTD)
+6.99%
vs Peers
+0.76%

JPBRX Mutual Fund Performance

JPBRX performance across multiple time periods: 1-month -0.69%, YTD 7.75%, 1-year 16.93%, 3-year 13.69%, 5-year 7.47%, 10-year 9.20%.

JPBRX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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