JRBRX Mutual Fund

NAV$30.82

Returns Overview

1 Month
+0.13%
3 Months
+8.11%
6 Months
+7.21%
YTD
+6.73%
1 Year
+14.95%
3 Years (annualized)
+12.41%
5 Years (annualized)
+5.77%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JRBRX 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 2030 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+6.73%
Peer Avg (YTD)
+7.64%
vs Peers
-0.91%

JRBRX Mutual Fund Performance

JRBRX performance across multiple time periods: 1-month 0.13%, YTD 6.73%, 1-year 14.95%, 3-year 12.41%, 5-year 5.77%, 10-year 7.80%.

JRBRX returns trail 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.

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