JBRSX Mutual Fund

NAV$26.63

Returns Overview

1 Month
+0.11%
3 Months
+6.35%
6 Months
+5.67%
YTD
+5.33%
1 Year
+12.18%
3 Years (annualized)
+10.54%
5 Years (annualized)
+4.54%
10 Years (annualized)
+6.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBRSX 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)
+5.33%
Peer Avg (YTD)
+7.64%
vs Peers
-2.31%

JBRSX Mutual Fund Performance

JBRSX performance across multiple time periods: 1-month 0.11%, YTD 5.33%, 1-year 12.18%, 3-year 10.54%, 5-year 4.54%, 10-year 6.58%.

JBRSX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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