Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLAIX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R6) | 3.42% | 10.81% | 9.07% | 1.70% | 4.61% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLAIX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R6) | 09/02/2011 | 06/05/2026 |
| 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 10.81 | 9.07 | 1.70 | 4.61 | NA | NA | … | … | 3.42 | 11.55 | 6.33 | 10.28 | -17.42 | 2.61 | 6.44 | 17.38 | -4.15 | 10.96 | 7.50 | -1.10 | 4.47 | 11.13 | 12.85 | 2.14 |
| Sharpe Ratio | NA | 1.69 | 1.06 | -0.11 | 0.40 | NA | NA | … | … | 0.93 | 1.66 | -0.05 | 1.02 | -1.60 | 0.37 | 0.46 | 3.74 | -1.04 | 3.89 | 1.21 | -0.17 | 0.91 | 2.08 | 2.17 | 0.49 |
| Standard Deviation(%) | NA | 4.84 | 5.49 | 7.49 | 7.39 | NA | NA | … | … | 6.08 | 5.32 | 5.02 | 5.94 | 11.81 | 7.02 | 13.46 | 4.27 | 5.27 | 2.66 | 6.03 | 6.52 | 4.90 | 5.33 | 5.93 | 13.67 |
| Draw Down(%) | NA | 4.04 | 5.64 | 22.05 | 22.05 | NA | NA | … | … | 4.04 | 4.92 | 2.49 | 5.64 | 17.66 | 5.44 | 18.67 | 1.90 | 8.09 | 0.98 | 5.41 | 7.33 | 4.25 | 4.86 | 4.70 | 6.18 |
| Yield(%) | 0.00 | 6.27 | 5.17 | 3.69 | 5.36 | 5.88 | 4.41 | … | … | 0.00 | 6.50 | 4.45 | 4.39 | 3.11 | 3.58 | 3.38 | 10.50 | 8.32 | 7.54 | 7.65 | 7.58 | 7.33 | 6.66 | 9.64 | 3.83 |
Data as of 06/05/2026, Common starting date is 09/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLAIX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R6) |
-3.91%
Nov 2020 – Nov 2023 |
0.29%
Dec 2017 – Dec 2022 |
2.51%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLAIX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R6) |
10.02%
Nov 2011 – Nov 2014 |
8.03%
Feb 2016 – Feb 2021 |
7.03%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart