Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLBJX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R6) | 3.94% | 12.14% | 9.84% | 1.10% | 4.43% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLBJX (RETIREMENT LIVING THROUGH 2015 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 (%) | -1.33 | 12.14 | 9.84 | 1.10 | 4.43 | NA | NA | … | … | 3.94 | 12.53 | 2.60 | 11.15 | -21.14 | 2.39 | 6.98 | 16.44 | -4.69 | 12.19 | 7.64 | -0.98 | 4.69 | 13.59 | 13.55 | 2.17 |
| Sharpe Ratio | NA | 2.13 | 1.18 | -0.11 | 0.34 | NA | NA | … | … | 1.62 | 1.53 | -0.58 | 1.04 | -1.54 | 0.28 | 0.44 | 3.08 | -0.98 | 3.73 | 1.06 | -0.13 | 0.80 | 2.21 | 1.88 | 0.41 |
| Standard Deviation(%) | NA | 5.45 | 6.30 | 9.02 | 8.70 | NA | NA | … | … | 6.83 | 6.43 | 6.93 | 6.68 | 14.70 | 8.41 | 15.41 | 4.89 | 6.17 | 3.11 | 7.04 | 7.59 | 5.86 | 6.15 | 7.25 | 16.58 |
| Draw Down(%) | NA | 4.55 | 6.67 | 26.58 | 26.58 | NA | NA | … | … | 4.55 | 5.97 | 6.37 | 6.67 | 21.48 | 6.60 | 20.00 | 2.49 | 9.39 | 1.03 | 6.39 | 8.21 | 5.10 | 5.12 | 6.05 | 7.19 |
| Yield(%) | 0.00 | 7.13 | 5.32 | 3.60 | 5.58 | 6.11 | 4.59 | … | … | 0.00 | 7.40 | 4.14 | 4.10 | 2.91 | 3.60 | 3.32 | 10.36 | 9.77 | 9.27 | 8.13 | 8.70 | 7.66 | 5.53 | 4.71 | 3.36 |
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 |
|---|---|---|---|---|
| JLBJX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R6) |
-5.47%
Nov 2020 – Nov 2023 |
-0.84%
Dec 2017 – Dec 2022 |
2.13%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLBJX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R6) |
11.11%
Nov 2011 – Nov 2014 |
8.34%
Feb 2016 – Feb 2021 |
7.49%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart