Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) | NA | -5.76% | 2.96% | -0.12% | 3.02% | 4.16% | NA | … | … |
Data as of 09/23/2025, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) | 11/02/2006 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.76 | 2.96 | -0.12 | 3.02 | 4.16 | NA | … | … | 0.13 | 1.90 | 10.24 | -17.58 | 2.67 | 6.26 | 15.31 | -4.10 | 10.78 | 7.45 | -1.06 | 4.42 | 11.09 | 12.82 | 0.12 | 12.56 | 31.45 | -29.58 | 5.69 | 3.88 |
| Sharpe Ratio | NA | -1.80 | -0.06 | -0.30 | 0.21 | NA | NA | … | … | -4.36 | -0.26 | 1.10 | -1.59 | 0.38 | 0.44 | 3.36 | -1.05 | 3.78 | 1.19 | -0.17 | 0.90 | 2.12 | 2.23 | 0.01 | 1.16 | 1.90 | -1.30 | 0.26 | 5.25 |
| Standard Deviation(%) | NA | 4.90 | 7.41 | 7.74 | 7.47 | NA | NA | … | … | 0.65 | 6.58 | 6.02 | 11.96 | 6.96 | 13.59 | 4.12 | 5.25 | 2.69 | 6.06 | 6.38 | 4.86 | 5.22 | 5.77 | 12.33 | 10.76 | 16.49 | 23.38 | 9.97 | 4.63 |
| Draw Down(%) | NA | 6.23 | 8.87 | 22.07 | 22.07 | NA | NA | … | … | 0.26 | 6.23 | 5.65 | 17.82 | 5.28 | 18.69 | 2.02 | 8.10 | 0.87 | 5.41 | 7.33 | 4.25 | 4.96 | 4.70 | 12.52 | 8.44 | 17.62 | 39.24 | 6.95 | 0.88 |
| Yield(%) | 0.00 | 0.00 | 2.56 | 2.68 | 4.93 | 5.46 | 4.41 | … | … | 0.00 | 0.00 | 4.33 | 3.07 | 3.52 | 3.33 | 8.59 | 8.26 | 7.48 | 7.60 | 7.53 | 7.29 | 6.62 | 9.59 | 3.74 | 4.05 | 3.45 | 4.06 | 2.91 | 1.57 |
Data as of 09/23/2025, 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 |
|---|---|---|---|---|
| JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) |
-3.97%
Nov 2020 – Nov 2023 |
-0.62%
Aug 2020 – Aug 2025 |
2.28%
Oct 2013 – Oct 2023 |
3.17%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) |
20.71%
Feb 2009 – Feb 2012 |
16.13%
Feb 2009 – Feb 2014 |
9.97%
Feb 2009 – Feb 2019 |
7.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart