JRBBX Mutual Fund

JRBBX Mutual Fund

NAV$30.78
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Returns Overview

1 Month
+1.42%
3 Months
+0.87%
6 Months
+4.39%
YTD
+7.79%
1 Year
+13.27%
3 Years (annualized)
+13.33%
5 Years (annualized)
+6.20%
10 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRBBX 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
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📉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 2030 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.79%
Peer Avg (YTD)
+8.76%
vs Peers
-0.97%

JRBBX Mutual Fund Performance

JRBBX performance across multiple time periods: 1-month 1.42%, YTD 7.79%, 1-year 13.27%, 3-year 13.33%, 5-year 6.20%, 10-year 8.23%.

JRBBX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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