JBSSX Mutual Fund

JBSSX Mutual Fund

NAV$24.84
See how much of JBSSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.13%
3 Months
+0.52%
6 Months
+2.96%
YTD
+5.92%
1 Year
+10.45%
3 Years (annualized)
+11.21%
5 Years (annualized)
+4.79%
10 Years (annualized)
+6.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBSSX 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 2025 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+5.92%
Peer Avg (YTD)
+8.76%
vs Peers
-2.83%

JBSSX Mutual Fund Performance

JBSSX performance across multiple time periods: 1-month 1.13%, YTD 5.92%, 1-year 10.45%, 3-year 11.21%, 5-year 4.79%, 10-year 6.85%.

JBSSX 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.

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