Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHRTX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS I) | 9.23% | 23.44% | 17.98% | 7.99% | 11.33% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHRTX (RETIREMENT LIVING THROUGH 2055 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 (%) | -2.94 | 23.44 | 17.98 | 7.99 | 11.33 | NA | NA | … | … | 9.23 | 18.47 | 15.35 | 18.73 | -19.72 | 15.76 | 20.17 | 26.94 | -9.05 | 21.44 | 8.58 | -4.43 |
| Sharpe Ratio | NA | 2.02 | 1.17 | 0.40 | 0.62 | NA | NA | … | … | 1.97 | 0.96 | 1.00 | 1.23 | -0.97 | 1.22 | 0.65 | 2.32 | -0.77 | 3.31 | 0.64 | -0.43 |
| Standard Deviation(%) | NA | 12.72 | 13.96 | 15.61 | 16.28 | NA | NA | … | … | 15.76 | 16.31 | 11.78 | 12.34 | 21.99 | 12.86 | 30.31 | 10.98 | 13.65 | 6.30 | 13.15 | 13.65 |
| Draw Down(%) | NA | 9.80 | 16.63 | 28.11 | 32.07 | NA | NA | … | … | 9.80 | 16.63 | 8.07 | 11.72 | 26.89 | 6.02 | 32.07 | 6.37 | 18.55 | 1.89 | 11.55 | 12.89 |
| Yield(%) | 0.00 | 7.08 | 5.35 | 6.09 | 8.13 | 5.37 | 4.03 | … | … | 0.00 | 7.43 | 3.57 | 3.70 | 10.40 | 10.47 | 4.91 | 11.88 | 9.20 | 6.73 | 5.02 | 2.67 |
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 |
|---|---|---|---|---|
| JHRTX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS I) |
1.36%
Apr 2021 – Apr 2024 |
4.41%
Sep 2017 – Sep 2022 |
8.04%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHRTX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS I) |
20.87%
Dec 2018 – Dec 2021 |
15.20%
Jun 2016 – Jun 2021 |
11.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart