JPRRX Mutual Fund

NAV$36.63

Returns Overview

1 Month
+0.14%
3 Months
+9.87%
6 Months
+8.75%
YTD
+8.17%
1 Year
+17.72%
3 Years (annualized)
+14.19%
5 Years (annualized)
+7.70%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPRRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2035 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+8.17%
Peer Avg (YTD)
+7.64%
vs Peers
+0.53%

JPRRX Mutual Fund Performance

JPRRX performance across multiple time periods: 1-month 0.14%, YTD 8.17%, 1-year 17.72%, 3-year 14.19%, 5-year 7.70%, 10-year 9.27%.

JPRRX 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.

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