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JLHHX: RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R5 (MUTUAL FUND)
Basic Info 11.01 0(0.0%) July 01
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 10/31/2006 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 3.03% |
| Expenses | 0.71% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/31/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 7.7 | 12.1 | 5.0 | 3.6 | 4.8 | 7.6 | 5.3 | 8.4 | 15.7 | -31.9 | 7.0 | 14.1 | 23.3 | -8.3 | 20.2 | 8.6 | -1.2 | 5.5 | 23.7 | 15.7 | -5.2 | 16.0 | 36.8 | -40.2 | 9.4 | 4.5 |
| Sharpe Ratio | NA | 0.79 | 0.61 | 0.09 | 0.11 | 0.22 | NA | 0.23 | 0.18 | 1.09 | -1.28 | 0.54 | 0.52 | 2.23 | -0.78 | 3.38 | 0.66 | -0.09 | 0.54 | 2.38 | 1.3 | -0.23 | 0.82 | 1.37 | -1.07 | 0.4 | 3.57 |
| Draw Down(%) | NA | 12.7 | 12.7 | 22.7 | 37.8 | 37.8 | NA | 56.1 | 6.8 | 10.6 | 32.6 | 7.8 | 29.1 | 5.6 | 17.0 | 1.8 | 11.4 | 12.7 | 8.1 | 6.2 | 10.4 | 22.0 | 15.0 | 25.0 | 51.0 | 11.2 | 1.6 |
| Standard Deviation(%) | NA | 16.0 | 13.3 | 16.6 | 16.0 | 15.7 | NA | 18.3 | 10.2 | 10.6 | 26.0 | 12.8 | 26.7 | 9.8 | 12.4 | 5.8 | 12.7 | 13.1 | 10.2 | 9.9 | 12.1 | 22.7 | 19.3 | 26.8 | 38.4 | 16.3 | 7.8 |
| Treynor Ratio | NA | 0.11 | 0.07 | 0.01 | 0.02 | 0.03 | NA | 0.04 | 0.02 | 0.1 | -0.28 | 0.11 | 0.13 | 0.19 | -0.09 | 0.18 | 0.08 | -0.01 | 0.05 | 0.23 | 0.15 | -0.05 | 0.14 | 0.34 | -0.41 | 0.06 | 0.27 |
| Alpha | NA | -0.01 | -0.01 | -0.03 | -0.03 | -0.01 | NA | -0.01 | 0.0 | -0.01 | -0.06 | 0.04 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.03 | 0.01 | 0.02 |
| Beta | NA | 1.12 | 1.12 | 1.15 | 1.14 | 1.11 | NA | 1.07 | 1.09 | 1.13 | 1.19 | 0.63 | 1.09 | 1.15 | 1.07 | 1.12 | 1.11 | 1.1 | 1.09 | 1.01 | 1.04 | 1.06 | 1.13 | 1.07 | 1.0 | 1.1 | 1.05 |
| RSquared | NA | 0.97 | 0.98 | 0.67 | 0.73 | 0.86 | NA | 0.91 | 0.98 | 0.98 | 0.63 | 0.75 | 0.97 | 0.98 | 0.99 | 0.96 | 0.98 | 0.99 | 0.93 | 0.95 | 0.98 | 0.99 | 0.96 | 0.99 | 0.9 | 0.96 | 0.87 |
| Yield(%) | N/A | 0.0 | 3.0 | 2.3 | 2.6 | 5.4 | 7.3 | N/A | 3.3 | 3.0 | 1.2 | 3.4 | 2.3 | 12.7 | 10.7 | 10.3 | 7.4 | 6.3 | 5.7 | 4.9 | 6.7 | 1.8 | 2.2 | 2.5 | 2.1 | 2.4 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | 22.7 | -62.7 | -73.7 | N/A | N/A | N/A | 22.7 | 74.3 | -64.4 | 59.1 | -79.3 | -5.7 | 14.4 | 45.0 | 7.5 | 10.4 | 35.7 | -20.9 | 242.2 | -3.7 | 16.9 | -29.2 | -8.5 | 50.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2006
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