JTRBX Mutual Fund

JTRBX Mutual Fund

NAV$43.17
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Returns Overview

1 Month
+2.16%
3 Months
+1.66%
6 Months
+8.15%
YTD
+12.49%
1 Year
+20.11%
3 Years (annualized)
+17.74%
5 Years (annualized)
+8.91%
10 Years (annualized)
+10.36%

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
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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 2055 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+12.49%
Peer Avg (YTD)
+8.76%
vs Peers
+3.73%

JTRBX Mutual Fund Performance

JTRBX performance across multiple time periods: 1-month 2.16%, YTD 12.49%, 1-year 20.11%, 3-year 17.74%, 5-year 8.91%, 10-year 10.36%.

JTRBX returns outperform the peer average of 8.76% 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.