JPTBX Mutual Fund

JPTBX Mutual Fund

NAV$43.86
See how much of JPTBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.21%
3 Months
+1.81%
6 Months
+8.42%
YTD
+12.88%
1 Year
+20.73%
3 Years (annualized)
+18.34%
5 Years (annualized)
+9.46%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPTBX 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 2055 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+12.88%
Peer Avg (YTD)
+8.76%
vs Peers
+4.12%

JPTBX Mutual Fund Performance

JPTBX performance across multiple time periods: 1-month 2.21%, YTD 12.88%, 1-year 20.73%, 3-year 18.34%, 5-year 9.46%, 10-year 10.92%.

JPTBX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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