JRBEX Mutual Fund

JRBEX Mutual Fund

NAV$30.80
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Returns Overview

1 Month
+0.36%
3 Months
-0.32%
6 Months
+1.58%
YTD
+5.82%
1 Year
+7.29%
3 Years (annualized)
+14.83%
5 Years (annualized)
+5.59%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRBEX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2030 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+5.82%
Peer Avg (YTD)
+14.77%
vs Peers
-8.95%

JRBEX Mutual Fund Performance

JRBEX performance across multiple time periods: 1-month 0.36%, YTD 5.82%, 1-year 7.29%, 3-year 14.83%, 5-year 5.59%, 10-year 8.04%.

JRBEX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

JRBEX vs another fund shows side-by-side returns. JRBEX alternatives are available in the Mutual Fund Screener.