JPBRX Mutual Fund

NAV$35.85

Returns Overview

1 Month
+0.22%
3 Months
+10.06%
6 Months
+9.13%
YTD
+8.51%
1 Year
+18.50%
3 Years (annualized)
+14.94%
5 Years (annualized)
+7.73%
10 Years (annualized)
+9.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPBRX 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 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+8.51%
Peer Avg (YTD)
+7.64%
vs Peers
+0.87%

JPBRX Mutual Fund Performance

JPBRX performance across multiple time periods: 1-month 0.22%, YTD 8.51%, 1-year 18.50%, 3-year 14.94%, 5-year 7.73%, 10-year 9.65%.

JPBRX returns outperform 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.

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