Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLBGX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R4) | 4.70% | 12.23% | 9.71% | 1.01% | 4.45% | 4.84% | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLBGX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R4) | 11/02/2006 | 06/11/2026 |
| 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 (%) | -0.72 | 12.23 | 9.71 | 1.01 | 4.45 | 4.84 | NA | … | … | 4.70 | 12.23 | 2.73 | 10.85 | -21.15 | 2.76 | 6.67 | 16.17 | -4.96 | 11.85 | 7.51 | -1.32 | 4.44 | 13.33 | 13.16 | -1.25 | 12.92 | 33.23 | -33.34 | 6.48 | 4.27 |
| Sharpe Ratio | NA | 1.61 | 1.01 | -0.17 | 0.26 | NA | NA | … | … | 0.97 | 1.47 | -0.56 | 0.99 | -1.54 | 0.14 | 0.42 | 3.01 | -1.00 | 3.63 | 1.04 | -0.18 | 0.75 | 2.18 | 1.82 | -0.09 | 1.05 | 1.72 | -1.24 | 0.30 | 3.41 |
| Standard Deviation(%) | NA | 5.71 | 6.39 | 9.06 | 10.23 | NA | NA | … | … | 7.12 | 6.51 | 6.85 | 6.75 | 14.66 | 18.92 | 15.43 | 4.91 | 6.27 | 3.11 | 6.99 | 7.53 | 5.93 | 6.11 | 7.25 | 14.45 | 12.21 | 19.31 | 27.46 | 11.85 | 8.10 |
| Draw Down(%) | NA | 4.42 | 6.66 | 26.65 | 26.65 | NA | NA | … | … | 4.42 | 5.95 | 6.12 | 6.66 | 21.50 | 12.04 | 20.05 | 2.50 | 9.62 | 1.03 | 6.40 | 8.23 | 5.11 | 5.13 | 6.06 | 14.81 | 10.11 | 19.80 | 43.03 | 8.19 | 1.73 |
| Yield(%) | 0.00 | 6.96 | 5.15 | 3.47 | 5.47 | 5.60 | 4.76 | … | … | 0.00 | 7.26 | 4.01 | 3.98 | 2.73 | 3.53 | 3.11 | 10.10 | 9.53 | 9.03 | 7.88 | 8.47 | 7.42 | 5.26 | 4.43 | 2.93 | 3.30 | 3.69 | 3.32 | 2.63 | 1.79 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| JLBGX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R4) |
-5.42%
Nov 2020 – Nov 2023 |
-0.93%
Dec 2017 – Dec 2022 |
1.96%
Oct 2013 – Oct 2023 |
2.75%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLBGX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R4) |
21.88%
Feb 2009 – Feb 2012 |
17.12%
Feb 2009 – Feb 2014 |
10.50%
Feb 2009 – Feb 2019 |
7.26%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart