JBBSX Mutual Fund

NAV$26.61

Returns Overview

1 Month
+0.19%
3 Months
+6.51%
6 Months
+6.04%
YTD
+5.66%
1 Year
+12.95%
3 Years (annualized)
+11.27%
5 Years (annualized)
+5.23%
10 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBBSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2025 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+5.66%
Peer Avg (YTD)
+7.64%
vs Peers
-1.98%

JBBSX Mutual Fund Performance

JBBSX performance across multiple time periods: 1-month 0.19%, YTD 5.66%, 1-year 12.95%, 3-year 11.27%, 5-year 5.23%, 10-year 7.28%.

JBBSX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

JBBSX performance comparison shows side-by-side returns with another fund. JBBSX alternatives are available in the Mutual Fund Screener.