Find A Portfolio/Ticker

Comparison Box

JLAIX: RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R6 (MUTUAL FUND)


Basic Info     8.01 0(0.0%) December 02

See more info about JLAIX
Asset Class:Target Date 2000-2010
MyPlanIQ Rating: (24%)
Start Date:09/02/2011
Last Dividend Date:12/27/2023
12-Mo. Yield 4.14%
Expenses 0.51%
Sign up to get fund ranking change alerts

Performance Analytics (As of 11/29/2024)

Not up-to-date? Try
Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr Since
09/02/2011
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return(%) 0.9 8.4 12.4 2.2 5.0 5.1 6.3 10.3 -11.8 7.7 10.7 17.4 -4.2 11.0 7.5 -1.1 4.5 11.1 12.9 2.1
Sharpe Ratio NA 0.45 1.13 -0.25 0.31 0.52 0.74 1.02 -1.4 1.55 0.81 3.74 -1.04 3.89 1.21 -0.17 0.91 2.08 2.17 0.49
Draw Down(%) NA 2.4 2.4 16.6 18.7 18.7 18.7 5.6 16.6 2.7 18.7 1.9 8.1 1.0 5.4 7.3 4.2 4.9 4.7 6.2
Standard Deviation(%) NA 5.0 5.1 7.1 8.2 6.9 6.8 5.9 9.4 4.9 12.8 4.3 5.3 2.7 6.0 6.5 4.9 5.3 5.9 13.7
Treynor Ratio NA 0.02 0.06 -0.02 0.02 0.03 0.04 0.06 -0.13 0.07 0.08 0.14 -0.05 0.1 0.05 -0.01 0.03 0.09 0.09 0.04
Alpha NA 0.0 0.01 0.0 0.0 0.0 0.0 0.0 0.01 0.01 -0.01 0.01 -0.01 0.01 0.0 0.0 -0.01 0.01 0.0 -0.02
Beta NA 0.99 0.97 1.01 1.13 1.17 1.21 0.94 1.05 1.1 1.31 1.18 1.19 1.03 1.35 1.42 1.37 1.21 1.45 1.89
RSquared NA 0.91 0.87 0.91 0.92 0.9 0.87 0.81 0.95 0.9 0.97 0.79 0.94 0.74 0.9 0.86 0.78 0.77 0.79 0.93
Yield(%) N/A 0.0 4.1 6.4 6.9 6.5 N/A 4.4 8.6 8.5 7.5 10.5 8.3 7.5 7.7 7.6 7.3 6.7 9.6 3.8
Dividend Growth(%) N/A -100.0 -59.2 -19.7 -15.6 N/A N/A -59.2 0.6 16.6 -23.9 10.0 14.1 -0.6 -8.4 1.0 13.2 -28.5 149.2 N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/02/2011

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

View Historical Data in an advanced chart
Use MyPlanIQ Comparison to compare with multiple funds or portfolios
See Target Date 2000-2010 Asset Class Trend Rankings

Top Rated Funds in Target Date 2000-2010

Best Mutual Funds

* Day change on 12/02/2024.


Latest Articles Related to JLAIX

View all related articles

Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.