JRBEX Mutual Fund

JRBEX Mutual Fund

NAV$31.03
See how much of JRBEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.42%
3 Months
+0.80%
6 Months
+4.31%
YTD
+7.67%
1 Year
+13.09%
3 Years (annualized)
+13.16%
5 Years (annualized)
+6.03%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRBEX 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 2030 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.67%
Peer Avg (YTD)
+8.76%
vs Peers
-1.09%

JRBEX Mutual Fund Performance

JRBEX performance across multiple time periods: 1-month 1.42%, YTD 7.67%, 1-year 13.09%, 3-year 13.16%, 5-year 6.03%, 10-year 8.07%.

JRBEX returns trail 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.

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