JTBBX Mutual Fund

JTBBX Mutual Fund

NAV$43.86
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Returns Overview

1 Month
+2.24%
3 Months
+1.83%
6 Months
+8.50%
YTD
+13.00%
1 Year
+20.91%
3 Years (annualized)
+18.51%
5 Years (annualized)
+9.62%
10 Years (annualized)
+11.09%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2055 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+13.00%
Peer Avg (YTD)
+8.76%
vs Peers
+4.24%

JTBBX Mutual Fund Performance

JTBBX performance across multiple time periods: 1-month 2.24%, YTD 13.00%, 1-year 20.91%, 3-year 18.51%, 5-year 9.62%, 10-year 11.09%.

JTBBX returns outperform 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.

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