JBTUX Mutual Fund

NAV$26.79

Returns Overview

1 Month
+0.11%
3 Months
+6.38%
6 Months
+5.76%
YTD
+5.43%
1 Year
+12.44%
3 Years (annualized)
+10.81%
5 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBTUX 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)
+5.43%
Peer Avg (YTD)
+7.64%
vs Peers
-2.21%

JBTUX Mutual Fund Performance

JBTUX performance across multiple time periods: 1-month 0.11%, YTD 5.43%, 1-year 12.44%, 3-year 10.81%, 5-year 4.81%.

JBTUX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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