JPBRX Mutual Fund

JPBRX Mutual Fund

NAV$36.03
See how much of JPBRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.92%
3 Months
-0.94%
6 Months
+9.02%
YTD
+7.48%
1 Year
+10.94%
3 Years (annualized)
+15.21%
5 Years (annualized)
+7.48%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPBRX 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 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.48%
Peer Avg (YTD)
+7.09%
vs Peers
+0.40%

JPBRX Mutual Fund Performance

JPBRX performance across multiple time periods: 1-month -1.92%, YTD 7.48%, 1-year 10.94%, 3-year 15.21%, 5-year 7.48%, 10-year 9.39%.

JPBRX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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