JTYBX Mutual Fund

NAV$44.06

Returns Overview

1 Month
+0.16%
3 Months
+13.38%
6 Months
+12.00%
YTD
+11.19%
1 Year
+23.52%
3 Years (annualized)
+18.12%
5 Years (annualized)
+9.91%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JTYBX 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 2055 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+11.19%
Peer Avg (YTD)
+7.64%
vs Peers
+3.55%

JTYBX Mutual Fund Performance

JTYBX performance across multiple time periods: 1-month 0.16%, YTD 11.19%, 1-year 23.52%, 3-year 18.12%, 5-year 9.91%, 10-year 11.42%.

JTYBX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.17%, investors should weigh costs against performance when evaluating this mutual fund.

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