Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLBOX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS 1) | 5.48% | 13.62% | 10.34% | 1.36% | 4.53% | 4.97% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLBOX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS 1) | 10/31/2006 | 06/04/2026 |
| 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 (%) | 0.24 | 13.62 | 10.34 | 1.36 | 4.53 | 4.97 | NA | … | … | 5.48 | 12.40 | 6.82 | 10.97 | -21.08 | 2.35 | 6.82 | 16.38 | -4.74 | 12.15 | 7.71 | -1.12 | 4.64 | 13.53 | 13.49 | -1.00 | 13.18 | 33.50 | -33.00 | 6.65 | 3.90 |
| Sharpe Ratio | NA | 2.13 | 1.18 | -0.12 | 0.34 | NA | NA | … | … | 1.63 | 1.51 | 0.57 | 1.10 | -1.53 | 0.28 | 0.42 | 3.03 | -1.00 | 3.73 | 1.06 | -0.15 | 0.78 | 2.20 | 1.87 | -0.07 | 1.07 | 1.71 | -1.23 | 0.30 | 2.81 |
| Standard Deviation(%) | NA | 5.43 | 6.29 | 9.03 | 8.72 | NA | NA | … | … | 6.80 | 6.44 | 5.57 | 6.73 | 14.74 | 8.38 | 15.49 | 4.91 | 6.14 | 3.09 | 7.07 | 7.52 | 5.92 | 6.12 | 7.23 | 14.33 | 12.22 | 19.51 | 27.53 | 11.89 | 8.17 |
| Draw Down(%) | NA | 4.43 | 6.54 | 26.57 | 26.57 | NA | NA | … | … | 4.43 | 5.84 | 2.88 | 6.54 | 21.43 | 6.65 | 20.11 | 2.49 | 9.39 | 1.03 | 6.40 | 8.22 | 5.01 | 5.21 | 5.95 | 14.69 | 10.10 | 19.80 | 42.95 | 8.26 | 1.73 |
| Yield(%) | 0.00 | 7.09 | 5.29 | 3.57 | 5.54 | 5.70 | 4.91 | … | … | 0.00 | 7.37 | 4.10 | 4.08 | 2.87 | 3.56 | 3.28 | 10.30 | 9.72 | 9.21 | 8.09 | 8.66 | 7.62 | 5.47 | 4.65 | 3.18 | 3.55 | 3.96 | 3.64 | 2.89 | 1.84 |
Data as of 06/04/2026, Common starting date is 10/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLBOX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS 1) |
-5.52%
Nov 2020 – Nov 2023 |
-0.88%
Dec 2017 – Dec 2022 |
2.08%
Oct 2013 – Oct 2023 |
2.94%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLBOX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS 1) |
22.20%
Feb 2009 – Feb 2012 |
17.41%
Feb 2009 – Feb 2014 |
10.75%
Feb 2009 – Feb 2019 |
7.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart