Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLBHX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R5) | 6.14% | 9.32% | 4.66% | 1.66% | 3.45% | 5.55% | NA | 4.37% |
Data as of 07/02/2025, AR inception is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLBHX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R5) | 11/02/2006 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 9.32 | 4.66 | 1.66 | 3.45 | 5.55 | NA | 4.37 | 6.14 | 2.60 | 11.12 | -21.20 | 2.34 | 6.80 | 16.50 | -4.86 | 12.15 | 7.71 | -1.12 | 4.64 | 13.53 | 13.37 | -0.95 | 13.35 | 33.56 | -33.06 | 6.75 | 4.32 |
| Sharpe Ratio | NA | 0.75 | 0.09 | -0.02 | 0.21 | NA | NA | 0.27 | 1.09 | -0.57 | 1.04 | -1.54 | 0.27 | 0.42 | 3.08 | -0.99 | 3.67 | 1.05 | -0.15 | 0.78 | 2.19 | 1.87 | -0.07 | 1.10 | 1.72 | -1.23 | 0.32 | 3.39 |
| Standard Deviation(%) | NA | 6.96 | 9.54 | 9.47 | 8.95 | NA | NA | 11.80 | 8.10 | 6.95 | 6.69 | 14.73 | 8.46 | 15.41 | 4.90 | 6.26 | 3.15 | 7.14 | 7.46 | 5.93 | 6.15 | 7.20 | 14.41 | 12.10 | 19.48 | 27.57 | 11.81 | 8.26 |
| Draw Down(%) | NA | 5.98 | 13.74 | 26.69 | 26.69 | NA | NA | 46.89 | 5.98 | 6.26 | 6.55 | 21.55 | 6.66 | 20.11 | 2.50 | 9.49 | 1.03 | 6.40 | 8.13 | 5.10 | 5.12 | 6.05 | 14.68 | 10.10 | 19.80 | 42.99 | 8.27 | 1.73 |
| Yield(%) | 0.00 | 3.93 | 3.58 | 3.30 | 5.40 | 6.49 | 4.66 | 5.18 | 0.00 | 4.09 | 4.06 | 2.86 | 3.55 | 3.25 | 10.30 | 9.71 | 9.21 | 8.09 | 8.66 | 7.62 | 5.47 | 4.65 | 3.24 | 3.61 | 4.01 | 3.58 | 2.89 | 1.84 |
Data as of 07/02/2025, AR inception is 11/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLBHX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R5) |
-5.58%
Nov 2020 - Nov 2023 |
-0.92%
Dec 2017 - Dec 2022 |
2.06%
Oct 2013 - Oct 2023 |
2.93%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLBHX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R5) |
22.26%
Feb 2009 - Feb 2012 |
17.45%
Feb 2009 - Feb 2014 |
10.76%
Feb 2009 - Feb 2019 |
7.42%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart