Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLBFX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R3) | NA | 5.40% | 4.77% | 6.56% | 5.91% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLBFX (RETIREMENT LIVING THROUGH 2015 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 | 5.40 | 4.77 | 6.56 | 5.91 | NA | NA | … | … | 4.82 | 15.87 | -5.37 | 11.40 | 7.07 | -1.72 | 4.02 | 12.89 | 12.72 | -1.55 | 12.72 | 32.69 | -33.45 | 6.12 | 4.22 |
| Sharpe Ratio | NA | 0.36 | 0.41 | 0.72 | 0.65 | NA | NA | … | … | 0.33 | 2.91 | -1.09 | 3.50 | 0.97 | -0.23 | 0.68 | 2.10 | 1.77 | -0.11 | 1.04 | 1.68 | -1.24 | 0.26 | 3.39 |
| Standard Deviation(%) | NA | 14.20 | 9.39 | 8.06 | 8.44 | NA | NA | … | … | 14.45 | 4.97 | 6.12 | 3.09 | 7.04 | 7.54 | 5.91 | 6.13 | 7.22 | 14.38 | 12.17 | 19.45 | 27.56 | 11.84 | 8.02 |
| Draw Down(%) | NA | 20.13 | 20.13 | 20.13 | 20.13 | NA | NA | … | … | 20.13 | 2.51 | 9.91 | 1.03 | 6.40 | 8.42 | 5.21 | 5.22 | 6.06 | 14.91 | 10.22 | 19.91 | 43.11 | 8.29 | 1.64 |
| Yield(%) | 0.00 | 8.39 | 7.94 | 7.87 | 6.33 | 4.74 | 3.56 | … | … | 0.00 | 9.67 | 9.12 | 8.59 | 7.44 | 8.06 | 6.99 | 4.85 | 4.01 | 2.63 | 2.99 | 3.34 | 3.07 | 2.37 | 1.74 |
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 |
|---|---|---|---|---|
| JLBFX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R3) |
-5.13%
Jun 2007 – Jun 2010 |
0.03%
May 2007 – May 2012 |
3.62%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLBFX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R3) |
21.54%
Feb 2009 – Feb 2012 |
16.77%
Feb 2009 – Feb 2014 |
10.11%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart