Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIIRX (LIFESTYLE II AGGRESSIVE PORTFOLIO CLASS R6) | 13.16% | 28.58% | 19.17% | 9.44% | 11.67% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIIRX (LIFESTYLE II AGGRESSIVE PORTFOLIO CLASS R6) | 01/02/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 28.58 | 19.17 | 9.44 | 11.67 | NA | NA | … | … | 13.16 | 19.50 | 13.62 | 17.23 | -17.31 | 19.30 | 14.41 | 25.90 | -9.02 | 21.58 | 10.56 | -2.01 | 8.25 |
| Sharpe Ratio | NA | 2.19 | 1.19 | 0.46 | 0.59 | NA | NA | … | … | 2.15 | 1.03 | 0.87 | 1.09 | -0.86 | 1.50 | 0.42 | 2.12 | -0.69 | 3.05 | 0.73 | -0.14 | 0.76 |
| Standard Deviation(%) | NA | 12.16 | 13.68 | 15.43 | 17.03 | NA | NA | … | … | 14.61 | 16.13 | 11.47 | 12.62 | 21.75 | 12.81 | 33.48 | 11.51 | 15.22 | 6.90 | 14.16 | 14.83 | 10.94 |
| Draw Down(%) | NA | 8.91 | 16.03 | 25.23 | 34.72 | NA | NA | … | … | 8.91 | 16.03 | 7.33 | 12.04 | 25.02 | 5.61 | 34.72 | 6.49 | 19.35 | 2.03 | 11.10 | 13.65 | 8.15 |
| Yield(%) | 0.00 | 5.40 | 3.71 | 5.15 | 7.22 | 5.36 | 4.02 | … | … | 0.00 | 5.69 | 2.04 | 2.24 | 9.90 | 8.68 | 3.73 | 10.96 | 9.86 | 6.59 | 3.45 | 1.81 | 1.62 |
Data as of 06/04/2026, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIIRX (LIFESTYLE II AGGRESSIVE PORTFOLIO CLASS R6) |
0.62%
Mar 2017 – Mar 2020 |
2.71%
Mar 2015 – Mar 2020 |
7.98%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIIRX (LIFESTYLE II AGGRESSIVE PORTFOLIO CLASS R6) |
19.99%
May 2023 – May 2026 |
14.37%
Oct 2016 – Oct 2021 |
12.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart