JPYRX Mutual Fund

JPYRX Mutual Fund

NAV$35.78
See how much of JPYRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.73%
3 Months
+1.25%
6 Months
+5.89%
YTD
+9.68%
1 Year
+16.13%
3 Years (annualized)
+15.34%
5 Years (annualized)
+7.59%
10 Years (annualized)
+9.49%

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
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 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+9.68%
Peer Avg (YTD)
+8.76%
vs Peers
+0.92%

JPYRX Mutual Fund Performance

JPYRX performance across multiple time periods: 1-month 1.73%, YTD 9.68%, 1-year 16.13%, 3-year 15.34%, 5-year 7.59%, 10-year 9.49%.

JPYRX returns outperform the peer average of 8.76% 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.