JPRRX Mutual Fund

JPRRX Mutual Fund

NAV$36.38
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Returns Overview

1 Month
-0.74%
3 Months
+2.42%
6 Months
+5.48%
YTD
+7.36%
1 Year
+16.18%
3 Years (annualized)
+12.97%
5 Years (annualized)
+6.78%
10 Years (annualized)
+8.50%

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)
+7.36%
Peer Avg (YTD)
+6.99%
vs Peers
+0.37%

JPRRX Mutual Fund Performance

JPRRX performance across multiple time periods: 1-month -0.74%, YTD 7.36%, 1-year 16.18%, 3-year 12.97%, 5-year 6.78%, 10-year 8.50%.

JPRRX returns outperform the peer average of 6.99% 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.