JPTBX Mutual Fund

JPTBX Mutual Fund

NAV$43.05
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Returns Overview

1 Month
-0.53%
3 Months
+3.69%
6 Months
+7.91%
YTD
+10.44%
1 Year
+21.55%
3 Years (annualized)
+16.37%
5 Years (annualized)
+9.45%
10 Years (annualized)
+10.69%

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
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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 2055 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+10.44%
Peer Avg (YTD)
+6.99%
vs Peers
+3.44%

JPTBX Mutual Fund Performance

JPTBX performance across multiple time periods: 1-month -0.53%, YTD 10.44%, 1-year 21.55%, 3-year 16.37%, 5-year 9.45%, 10-year 10.69%.

JPTBX returns outperform the peer average of 6.99% 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.