Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLBKX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R2) | 3.85% | 11.57% | 9.29% | 0.59% | 3.89% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLBKX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R2) | 03/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | 11.57 | 9.29 | 0.59 | 3.89 | NA | NA | … | … | 3.85 | 11.93 | 6.23 | 10.54 | -21.53 | 2.02 | 6.31 | 15.95 | -5.23 | 11.47 | 7.24 | -1.52 | 4.18 | 12.95 | 5.26 |
| Sharpe Ratio | NA | 2.01 | 1.08 | -0.17 | 0.28 | NA | NA | … | … | 1.58 | 1.43 | -0.06 | 0.94 | -1.56 | 0.24 | 0.39 | 2.97 | -1.06 | 3.53 | 1.00 | -0.20 | 0.71 | 2.08 | 0.85 |
| Standard Deviation(%) | NA | 5.48 | 6.35 | 9.05 | 8.72 | NA | NA | … | … | 6.85 | 6.44 | 5.77 | 6.77 | 14.74 | 8.39 | 15.43 | 4.89 | 6.17 | 3.09 | 7.03 | 7.54 | 5.89 | 6.20 | 7.47 |
| Draw Down(%) | NA | 4.58 | 6.72 | 26.95 | 26.95 | NA | NA | … | … | 4.58 | 6.01 | 2.82 | 6.72 | 21.87 | 6.60 | 20.18 | 2.62 | 9.92 | 1.03 | 6.40 | 8.42 | 5.12 | 5.22 | 6.06 |
| Yield(%) | 0.00 | 6.68 | 4.83 | 3.21 | 5.15 | 5.12 | 3.84 | … | … | 0.00 | 6.93 | 3.64 | 3.61 | 2.47 | 3.10 | 2.85 | 9.85 | 9.29 | 8.76 | 7.61 | 8.27 | 7.15 | 5.00 | 3.92 |
Data as of 06/05/2026, Common starting date is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLBKX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R2) |
-5.95%
Nov 2020 – Nov 2023 |
-1.33%
Dec 2017 – Dec 2022 |
1.61%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLBKX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R2) |
10.15%
May 2023 – May 2026 |
7.75%
Feb 2016 – Feb 2021 |
5.06%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart