Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLAAX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS A) | 6.37% | 8.81% | 3.84% | 1.27% | 3.34% | 4.54% | NA | 4.02% |
Data as of 08/07/2025, AR inception is 11/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLAAX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS A) | 11/01/2006 | 08/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 8.81 | 3.84 | 1.27 | 3.34 | 4.54 | NA | 4.02 | 6.37 | 1.89 | 9.83 | -17.74 | 2.31 | 5.92 | 14.89 | -4.57 | 10.51 | 7.04 | -1.54 | 3.96 | 10.60 | 12.31 | -0.38 | 12.02 | 30.79 | -29.82 | 5.31 | 3.64 |
| Sharpe Ratio | NA | 0.67 | 0.03 | -0.09 | 0.24 | NA | NA | 0.28 | 1.12 | -0.74 | 0.93 | -1.62 | 0.32 | 0.42 | 3.13 | -1.12 | 3.77 | 1.14 | -0.25 | 0.81 | 1.99 | 2.10 | -0.03 | 1.11 | 1.85 | -1.31 | 0.23 | 4.82 |
| Standard Deviation(%) | NA | 5.57 | 7.74 | 7.84 | 7.56 | NA | NA | 10.00 | 6.23 | 6.34 | 6.02 | 11.85 | 7.07 | 13.50 | 4.31 | 5.25 | 2.63 | 6.01 | 6.39 | 4.89 | 5.32 | 5.89 | 12.32 | 10.78 | 16.57 | 23.37 | 10.06 | 4.55 |
| Draw Down(%) | NA | 4.92 | 10.64 | 22.33 | 22.33 | NA | NA | 42.68 | 4.92 | 5.87 | 5.65 | 17.98 | 5.41 | 18.67 | 2.13 | 8.40 | 0.87 | 5.40 | 7.43 | 4.35 | 4.96 | 4.80 | 12.72 | 8.44 | 17.71 | 39.34 | 7.06 | 0.88 |
| Yield(%) | 0.00 | 3.86 | 3.40 | 3.03 | 4.76 | 5.35 | 4.23 | 4.70 | 0.00 | 4.02 | 3.95 | 2.74 | 3.14 | 2.97 | 8.18 | 7.89 | 7.10 | 7.19 | 7.14 | 6.81 | 6.14 | 9.10 | 3.22 | 3.54 | 2.88 | 3.70 | 2.44 | 1.54 |
Data as of 08/07/2025, AR inception is 11/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLAAX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS A) |
-4.31%
Nov 2020 - Nov 2023 |
-0.46%
Dec 2017 - Dec 2022 |
1.91%
Oct 2013 - Oct 2023 |
2.75%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLAAX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS A) |
20.12%
Feb 2009 - Feb 2012 |
15.58%
Feb 2009 - Feb 2014 |
9.50%
Feb 2009 - Feb 2019 |
6.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart