JTBBX Mutual Fund

JTBBX Mutual Fund

NAV$42.80
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Returns Overview

1 Month
-0.88%
3 Months
-0.37%
6 Months
+3.33%
YTD
+10.11%
1 Year
+12.29%
3 Years (annualized)
+20.40%
5 Years (annualized)
+8.84%
10 Years (annualized)
+10.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTBBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT BLEND 2055 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+10.11%
Peer Avg (YTD)
+14.77%
vs Peers
-4.66%

JTBBX Mutual Fund Performance

JTBBX performance across multiple time periods: 1-month -0.88%, YTD 10.11%, 1-year 12.29%, 3-year 20.40%, 5-year 8.84%, 10-year 10.98%.

JTBBX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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