JTBBX Mutual Fund

NAV$43.90

Returns Overview

1 Month
+0.14%
3 Months
+13.33%
6 Months
+11.95%
YTD
+11.12%
1 Year
+23.38%
3 Years (annualized)
+18.00%
5 Years (annualized)
+9.80%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTBBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2055 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+11.12%
Peer Avg (YTD)
+7.64%
vs Peers
+3.48%

JTBBX Mutual Fund Performance

JTBBX performance across multiple time periods: 1-month 0.14%, YTD 11.12%, 1-year 23.38%, 3-year 18.00%, 5-year 9.80%, 10-year 11.31%.

JTBBX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

JTBBX performance comparison shows side-by-side returns with another fund. JTBBX alternatives are available in the Mutual Fund Screener.