Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLBAX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS A) | 5.08% | 13.22% | 9.85% | 1.05% | 4.16% | 4.50% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLBAX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS A) | 11/01/2006 | 06/03/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 13.22 | 9.85 | 1.05 | 4.16 | 4.50 | NA | … | … | 5.08 | 11.61 | 6.42 | 10.55 | -21.32 | 1.98 | 6.46 | 15.91 | -5.00 | 11.63 | 7.30 | -1.50 | 4.26 | 12.92 | 12.97 | -1.45 | 12.81 | 32.95 | -33.38 | 6.36 | 4.17 |
| Sharpe Ratio | NA | 2.08 | 1.11 | -0.16 | 0.30 | NA | NA | … | … | 1.59 | 1.38 | 0.49 | 1.04 | -1.56 | 0.23 | 0.40 | 2.98 | -1.03 | 3.61 | 1.01 | -0.20 | 0.72 | 2.10 | 1.79 | -0.10 | 1.04 | 1.70 | -1.24 | 0.27 | 3.18 |
| Standard Deviation(%) | NA | 5.36 | 6.27 | 8.99 | 8.68 | NA | NA | … | … | 6.75 | 6.37 | 5.65 | 6.69 | 14.61 | 8.44 | 15.42 | 4.84 | 6.21 | 3.06 | 7.01 | 7.56 | 5.88 | 6.14 | 7.28 | 14.39 | 12.21 | 19.35 | 27.61 | 11.92 | 8.10 |
| Draw Down(%) | NA | 4.54 | 6.54 | 26.82 | 26.82 | NA | NA | … | … | 4.54 | 5.96 | 2.88 | 6.54 | 21.67 | 6.68 | 20.07 | 2.49 | 9.69 | 1.03 | 6.38 | 8.39 | 5.19 | 5.21 | 6.15 | 14.89 | 10.10 | 20.03 | 43.09 | 8.36 | 1.73 |
| Yield(%) | 0.00 | 6.73 | 4.89 | 3.28 | 5.22 | 5.29 | 4.57 | … | … | 0.00 | 6.97 | 3.70 | 3.67 | 2.54 | 3.17 | 2.90 | 9.87 | 9.33 | 8.83 | 7.67 | 8.26 | 7.14 | 5.00 | 4.15 | 2.73 | 3.09 | 3.44 | 3.25 | 2.41 | 1.80 |
Data as of 06/03/2026, Common starting date is 11/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLBAX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS A) |
-5.83%
Nov 2020 – Nov 2023 |
-1.22%
Dec 2017 – Dec 2022 |
1.70%
Oct 2013 – Oct 2023 |
2.52%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLBAX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS A) |
21.66%
Feb 2009 – Feb 2012 |
16.87%
Feb 2009 – Feb 2014 |
10.30%
Feb 2009 – Feb 2019 |
7.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart