Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLAFX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R3) | NA | 4.63% | 4.39% | 6.02% | 5.45% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLAFX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R3) | 11/02/2006 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.63 | 4.39 | 6.02 | 5.45 | NA | NA | … | … | 4.09 | 14.70 | -4.72 | 10.16 | 6.69 | -1.66 | 3.80 | 10.35 | 12.17 | -0.49 | 11.92 | 30.72 | -29.97 | 5.06 | 3.78 |
| Sharpe Ratio | NA | 0.35 | 0.42 | 0.75 | 0.70 | NA | NA | … | … | 0.31 | 3.15 | -1.14 | 3.60 | 1.06 | -0.26 | 0.77 | 1.96 | 2.11 | -0.04 | 1.10 | 1.84 | -1.32 | 0.20 | 5.18 |
| Standard Deviation(%) | NA | 12.52 | 8.23 | 7.04 | 7.24 | NA | NA | … | … | 12.75 | 4.22 | 5.30 | 2.65 | 6.06 | 6.40 | 4.92 | 5.25 | 5.79 | 12.31 | 10.73 | 16.60 | 23.40 | 10.00 | 4.57 |
| Draw Down(%) | NA | 18.74 | 18.74 | 18.74 | 18.74 | NA | NA | … | … | 18.74 | 2.02 | 8.64 | 0.98 | 5.52 | 7.55 | 4.36 | 4.97 | 4.81 | 12.65 | 8.55 | 17.74 | 39.35 | 7.06 | 0.88 |
| Yield(%) | 0.00 | 6.98 | 6.67 | 6.80 | 6.03 | 4.60 | 3.45 | … | … | 0.00 | 7.97 | 7.66 | 6.86 | 6.96 | 6.93 | 6.66 | 6.00 | 8.95 | 3.12 | 3.43 | 2.76 | 3.52 | 2.38 | 1.47 |
Data as of 12/17/2020, Common starting date is 11/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLAFX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R3) |
-3.49%
Jun 2007 – Jun 2010 |
0.88%
May 2007 – May 2012 |
3.65%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLAFX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R3) |
20.03%
Feb 2009 – Feb 2012 |
15.45%
Feb 2009 – Feb 2014 |
9.31%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart