JPRRX Mutual Fund

JPRRX Mutual Fund

NAV$35.89
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Returns Overview

1 Month
+1.64%
3 Months
+1.02%
6 Months
+5.47%
YTD
+9.12%
1 Year
+15.24%
3 Years (annualized)
+14.47%
5 Years (annualized)
+7.45%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPRRX 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)
+9.12%
Peer Avg (YTD)
+8.76%
vs Peers
+0.36%

JPRRX Mutual Fund Performance

JPRRX performance across multiple time periods: 1-month 1.64%, YTD 9.12%, 1-year 15.24%, 3-year 14.47%, 5-year 7.45%, 10-year 9.01%.

JPRRX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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