JTRBX Mutual Fund

JTRBX Mutual Fund

NAV$42.66
See how much of JTRBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.58%
3 Months
+3.55%
6 Months
+7.63%
YTD
+10.11%
1 Year
+20.94%
3 Years (annualized)
+15.79%
5 Years (annualized)
+8.90%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTRBX 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 2055 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+6.99%
vs Peers
+3.12%

JTRBX Mutual Fund Performance

JTRBX performance across multiple time periods: 1-month -0.58%, YTD 10.11%, 1-year 20.94%, 3-year 15.79%, 5-year 8.90%, 10-year 10.14%.

JTRBX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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