JPYRX Mutual Fund

JPYRX Mutual Fund

NAV$35.76
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Returns Overview

1 Month
-0.06%
3 Months
-0.28%
6 Months
+2.32%
YTD
+7.52%
1 Year
+9.28%
3 Years (annualized)
+17.09%
5 Years (annualized)
+7.02%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPYRX 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)
+7.52%
Peer Avg (YTD)
+6.70%
vs Peers
+0.82%

JPYRX Mutual Fund Performance

JPYRX performance across multiple time periods: 1-month -0.06%, YTD 7.52%, 1-year 9.28%, 3-year 17.09%, 5-year 7.02%, 10-year 9.43%.

JPYRX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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