Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHREX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS I) | 5.48% | 13.54% | 10.22% | 4.43% | 6.65% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHREX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS I) | 03/30/2015 | 06/04/2026 |
| 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 (%) | 0.24 | 13.54 | 10.22 | 4.43 | 6.65 | NA | NA | … | … | 5.48 | 11.95 | 6.74 | 10.90 | -13.57 | 8.73 | 11.86 | 17.27 | -4.81 | 12.07 | 7.63 | -3.61 |
| Sharpe Ratio | NA | 2.09 | 1.15 | 0.27 | 0.66 | NA | NA | … | … | 1.62 | 1.42 | 0.55 | 1.08 | -1.40 | 1.50 | 0.79 | 3.24 | -1.01 | 3.72 | 1.05 | -0.61 |
| Standard Deviation(%) | NA | 5.50 | 6.33 | 7.34 | 7.72 | NA | NA | … | … | 6.87 | 6.41 | 5.63 | 6.75 | 10.73 | 5.82 | 14.63 | 4.87 | 6.14 | 3.08 | 7.07 | 7.81 |
| Draw Down(%) | NA | 4.43 | 6.54 | 19.19 | 20.09 | NA | NA | … | … | 4.43 | 5.84 | 2.88 | 6.54 | 18.62 | 3.03 | 20.09 | 2.49 | 9.39 | 1.03 | 6.29 | 8.22 |
| Yield(%) | 0.00 | 7.03 | 5.21 | 6.08 | 7.24 | 4.98 | 3.74 | … | … | 0.00 | 7.31 | 4.02 | 4.00 | 10.35 | 9.62 | 8.13 | 11.01 | 9.66 | 9.15 | 8.00 | 8.38 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JHREX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS I) |
0.18%
Apr 2021 – Apr 2024 |
2.65%
Sep 2017 – Sep 2022 |
4.98%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHREX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS I) |
12.56%
Dec 2018 – Dec 2021 |
9.39%
Feb 2016 – Feb 2021 |
7.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart