JOBRX Mutual Fund

NAV$39.48

Returns Overview

1 Month
+0.13%
3 Months
+11.27%
6 Months
+10.00%
YTD
+9.30%
1 Year
+19.87%
3 Years (annualized)
+15.59%
5 Years (annualized)
+7.97%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JOBRX 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 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+9.30%
Peer Avg (YTD)
+7.64%
vs Peers
+1.66%

JOBRX Mutual Fund Performance

JOBRX performance across multiple time periods: 1-month 0.13%, YTD 9.30%, 1-year 19.87%, 3-year 15.59%, 5-year 7.97%, 10-year 9.84%.

JOBRX returns outperform 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.

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