JRBRX Mutual Fund

JRBRX Mutual Fund

NAV$30.80
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Returns Overview

1 Month
-2.11%
3 Months
-1.58%
6 Months
+6.40%
YTD
+5.05%
1 Year
+7.81%
3 Years (annualized)
+12.59%
5 Years (annualized)
+5.50%
10 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRBRX 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 2030 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+5.05%
Peer Avg (YTD)
+7.09%
vs Peers
-2.04%

JRBRX Mutual Fund Performance

JRBRX performance across multiple time periods: 1-month -2.11%, YTD 5.05%, 1-year 7.81%, 3-year 12.59%, 5-year 5.50%, 10-year 7.53%.

JRBRX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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