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JLAHX: RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5 (MUTUAL FUND)
Basic Info 7.56 0.03(0.40%) March 27
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (79%) |
Start Date: | 11/02/2006 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 9.81% |
Expenses | 0.51% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/02/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 2.4 | 10.4 | 2.1 | 5.0 | 4.7 | 7.9 | 4.9 | 10.2 | -11.9 | 7.8 | 10.5 | 15.3 | -4.1 | 10.8 | 7.4 | -1.1 | 4.4 | 11.1 | 12.8 | 0.1 | 12.6 | 31.5 | -29.6 | 5.7 | 3.9 |
Sharpe Ratio | NA | 1.11 | 1.08 | -0.05 | 0.42 | 0.53 | NA | 0.41 | 1.01 | -1.4 | 1.54 | 0.79 | 3.38 | -1.03 | 3.79 | 1.2 | -0.17 | 0.91 | 2.12 | 2.23 | 0.01 | 1.16 | 1.9 | -1.3 | 0.27 | 5.31 |
Draw Down(%) | NA | 1.5 | 5.6 | 17.1 | 18.7 | 18.7 | NA | 42.4 | 5.6 | 16.7 | 2.6 | 18.7 | 2.0 | 8.1 | 0.9 | 5.4 | 7.3 | 4.2 | 5.0 | 4.7 | 12.5 | 8.4 | 17.6 | 39.2 | 7.0 | 0.9 |
Standard Deviation(%) | NA | 5.1 | 5.7 | 7.1 | 8.2 | 6.9 | NA | 10.0 | 6.0 | 9.6 | 5.0 | 12.9 | 4.1 | 5.2 | 2.7 | 6.1 | 6.4 | 4.9 | 5.2 | 5.8 | 12.3 | 10.8 | 16.5 | 23.4 | 10.0 | 4.6 |
Treynor Ratio | NA | 0.06 | 0.07 | 0.0 | 0.03 | 0.03 | NA | 0.03 | 0.06 | -0.12 | 0.07 | 0.08 | 0.12 | -0.05 | 0.1 | 0.05 | -0.01 | 0.03 | 0.09 | 0.09 | 0.0 | 0.07 | 0.17 | -0.16 | 0.02 | 0.23 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | -0.04 | -0.02 | 0.01 | -0.04 | -0.02 | 0.06 |
Beta | NA | 0.95 | 0.95 | 1.04 | 1.15 | 1.19 | NA | 1.51 | 0.94 | 1.07 | 1.12 | 1.32 | 1.17 | 1.19 | 1.05 | 1.36 | 1.39 | 1.37 | 1.19 | 1.4 | 1.85 | 1.81 | 1.84 | 1.94 | 1.79 | 1.06 |
RSquared | NA | 0.9 | 0.8 | 0.9 | 0.92 | 0.9 | NA | 0.82 | 0.8 | 0.95 | 0.89 | 0.97 | 0.84 | 0.94 | 0.77 | 0.9 | 0.86 | 0.79 | 0.77 | 0.78 | 0.81 | 0.79 | 0.87 | 0.88 | 0.7 | 0.57 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2006
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