Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLAEX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R2) | 4.57% | 11.52% | 9.00% | 1.48% | 4.05% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLAEX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R2) | 03/06/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 11.52 | 9.00 | 1.48 | 4.05 | NA | NA | … | … | 4.57 | 10.89 | 5.66 | 9.91 | -17.85 | 2.26 | 5.74 | 14.81 | -4.55 | 10.30 | 6.96 | -1.51 | 3.85 | 10.60 | 6.92 |
| Sharpe Ratio | NA | 1.97 | 1.08 | -0.13 | 0.33 | NA | NA | … | … | 1.45 | 1.51 | -0.19 | 0.93 | -1.62 | 0.32 | 0.41 | 3.24 | -1.13 | 3.62 | 1.12 | -0.24 | 0.77 | 2.00 | 1.41 |
| Standard Deviation(%) | NA | 4.80 | 5.52 | 7.55 | 7.41 | NA | NA | … | … | 6.02 | 5.42 | 4.93 | 6.12 | 11.93 | 7.00 | 13.49 | 4.13 | 5.21 | 2.69 | 6.01 | 6.44 | 4.98 | 5.27 | 5.99 |
| Draw Down(%) | NA | 4.05 | 5.65 | 22.39 | 22.39 | NA | NA | … | … | 4.05 | 4.92 | 2.62 | 5.65 | 18.08 | 5.37 | 18.69 | 2.02 | 8.52 | 0.87 | 5.40 | 7.53 | 4.35 | 4.97 | 4.70 |
| Yield(%) | 0.00 | 5.76 | 4.65 | 3.27 | 4.75 | 4.91 | 3.68 | … | … | 0.00 | 5.98 | 3.92 | 3.87 | 2.65 | 3.09 | 2.92 | 8.09 | 7.80 | 7.01 | 7.10 | 7.07 | 6.81 | 6.15 | 8.73 |
Data as of 06/04/2026, Common starting date is 03/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLAEX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R2) |
-4.35%
Nov 2020 – Nov 2023 |
-0.54%
Dec 2017 – Dec 2022 |
1.84%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLAEX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R2) |
9.26%
May 2023 – May 2026 |
7.11%
Feb 2016 – Feb 2021 |
4.68%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart