JPBRX Mutual Fund

JPBRX Mutual Fund

NAV$35.76
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Returns Overview

1 Month
+1.70%
3 Months
+1.22%
6 Months
+5.83%
YTD
+9.59%
1 Year
+15.98%
3 Years (annualized)
+15.21%
5 Years (annualized)
+7.48%
10 Years (annualized)
+9.39%

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
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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 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+9.59%
Peer Avg (YTD)
+8.76%
vs Peers
+0.83%

JPBRX Mutual Fund Performance

JPBRX performance across multiple time periods: 1-month 1.70%, YTD 9.59%, 1-year 15.98%, 3-year 15.21%, 5-year 7.48%, 10-year 9.39%.

JPBRX 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.

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