JBYSX Mutual Fund

NAV$26.47

Returns Overview

1 Month
-0.45%
3 Months
+1.26%
6 Months
+3.36%
YTD
+4.91%
1 Year
+12.99%
3 Years (annualized)
+11.36%
5 Years (annualized)
+5.32%
10 Years (annualized)
+7.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JBYSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2025 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+7.64%
vs Peers
-2.72%

JBYSX Mutual Fund Performance

JBYSX performance across multiple time periods: 1-month -0.45%, YTD 4.91%, 1-year 12.99%, 3-year 11.36%, 5-year 5.32%, 10-year 7.38%.

JBYSX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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