JPSRX Mutual Fund

NAV$36.50

Returns Overview

1 Month
+0.19%
3 Months
+10.02%
6 Months
+9.02%
YTD
+8.43%
1 Year
+18.31%
3 Years (annualized)
+14.76%
5 Years (annualized)
+7.56%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JPSRX 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)
+8.43%
Peer Avg (YTD)
+7.64%
vs Peers
+0.79%

JPSRX Mutual Fund Performance

JPSRX performance across multiple time periods: 1-month 0.19%, YTD 8.43%, 1-year 18.31%, 3-year 14.76%, 5-year 7.56%, 10-year 9.48%.

JPSRX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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