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JLJIX: RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R6 (MUTUAL FUND)


Basic Info     10.2 0.01(0.10%) March 28

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Asset Class:Target Date 2041-2045
MyPlanIQ Rating: (27%)
Start Date:09/02/2011
Last Dividend Date:12/27/2023
12-Mo. Yield 20.73%
Expenses 0.84%
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Performance Analytics (As of 03/22/2024)

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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(%) 0.4 7.8 23.7 3.9 9.9 8.4 10.0 18.4 -19.6 15.9 20.5 24.8 -8.9 21.5 8.8 -1.2 5.6 23.8 15.9 2.2
Sharpe Ratio NA 3.13 1.84 0.09 0.44 0.46 0.59 1.19 -0.97 1.23 0.66 2.13 -0.75 3.3 0.66 -0.09 0.55 2.37 1.31 0.26
Draw Down(%) NA 2.3 11.5 28.0 32.0 32.0 32.0 11.5 26.8 6.0 32.0 6.4 18.4 2.0 11.6 12.8 8.1 6.2 10.5 10.5
Standard Deviation(%) NA 10.1 10.9 15.8 19.0 15.8 15.5 12.0 21.7 12.8 30.3 11.0 13.6 6.4 13.1 13.3 10.3 10.0 12.2 26.6
Treynor Ratio NA 0.29 0.19 0.01 0.08 0.07 0.09 0.13 -0.19 0.14 0.2 0.37 -0.12 0.19 0.08 -0.01 0.06 0.25 0.16 0.07
Alpha NA 0.01 0.0 -0.01 0.0 0.0 0.0 -0.01 0.0 -0.01 0.01 0.03 -0.01 -0.01 0.0 0.0 -0.01 0.0 0.0 -0.01
Beta NA 1.1 1.05 1.09 1.01 1.0 1.0 1.06 1.1 1.11 1.03 0.63 0.88 1.08 1.02 1.01 1.01 0.97 1.0 1.02
RSquared NA 0.98 0.89 0.97 0.92 0.93 0.94 0.91 0.98 0.97 0.96 0.64 0.9 0.97 0.99 0.99 0.93 0.95 0.98 1.0

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

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* Day change on 03/28/2024.


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