Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHRDX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS I) | 8.03% | 20.99% | 16.13% | 6.92% | 10.46% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHRDX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS I) | 03/30/2015 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.55 | 20.99 | 16.13 | 6.92 | 10.46 | NA | NA | … | … | 8.03 | 17.41 | 13.07 | 17.08 | -19.60 | 15.23 | 19.82 | 24.41 | -8.89 | 21.29 | 8.75 | -4.56 |
| Sharpe Ratio | NA | 2.06 | 1.18 | 0.36 | 0.60 | NA | NA | … | … | 1.93 | 1.04 | 0.91 | 1.19 | -1.04 | 1.26 | 0.67 | 2.16 | -0.77 | 3.30 | 0.65 | -0.43 |
| Standard Deviation(%) | NA | 10.93 | 12.24 | 14.05 | 15.22 | NA | NA | … | … | 13.54 | 14.01 | 10.43 | 11.35 | 20.31 | 12.03 | 29.01 | 10.63 | 13.31 | 6.27 | 13.15 | 13.73 |
| Draw Down(%) | NA | 8.53 | 14.36 | 27.58 | 31.03 | NA | NA | … | … | 8.53 | 14.36 | 6.65 | 11.21 | 26.45 | 5.57 | 31.03 | 6.30 | 18.17 | 1.94 | 11.56 | 12.91 |
| Yield(%) | 0.00 | 9.61 | 6.20 | 7.05 | 9.01 | 5.94 | 4.46 | … | … | 0.00 | 10.08 | 3.46 | 3.49 | 14.73 | 9.99 | 6.51 | 12.78 | 11.09 | 9.64 | 7.47 | 5.89 |
Data as of 06/05/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHRDX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS I) |
0.74%
Apr 2021 – Apr 2024 |
3.99%
Sep 2017 – Sep 2022 |
7.51%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHRDX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS I) |
19.76%
Dec 2018 – Dec 2021 |
14.56%
Feb 2016 – Feb 2021 |
11.25%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart