JRBYX Mutual Fund

JRBYX Mutual Fund

NAV$31.02
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Returns Overview

1 Month
-2.04%
3 Months
-1.35%
6 Months
+6.83%
YTD
+5.66%
1 Year
+8.64%
3 Years (annualized)
+13.45%
5 Years (annualized)
+6.30%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRBYX 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)
+5.66%
Peer Avg (YTD)
+7.09%
vs Peers
-1.43%

JRBYX Mutual Fund Performance

JRBYX performance across multiple time periods: 1-month -2.04%, YTD 5.66%, 1-year 8.64%, 3-year 13.45%, 5-year 6.30%, 10-year 8.34%.

JRBYX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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