Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLDAX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS A) | 5.90% | 14.72% | 10.62% | 0.69% | 4.47% | 4.85% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLDAX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS A) | 11/01/2006 | 06/03/2026 |
| 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 (%) | 0.33 | 14.72 | 10.62 | 0.69 | 4.47 | 4.85 | NA | … | … | 5.90 | 12.31 | 7.00 | 11.15 | -23.60 | 1.12 | 8.04 | 17.56 | -5.84 | 13.60 | 7.59 | -1.46 | 4.60 | 15.90 | 13.78 | -2.83 | 13.49 | 34.81 | -36.23 | 7.33 | 4.67 |
| Sharpe Ratio | NA | 2.04 | 1.09 | -0.18 | 0.29 | NA | NA | … | … | 1.64 | 1.27 | 0.54 | 1.02 | -1.52 | 0.11 | 0.44 | 2.71 | -0.96 | 3.53 | 0.87 | -0.17 | 0.64 | 2.18 | 1.57 | -0.17 | 0.91 | 1.55 | -1.18 | 0.31 | 3.39 |
| Standard Deviation(%) | NA | 6.10 | 7.11 | 10.30 | 10.00 | NA | NA | … | … | 7.65 | 7.43 | 6.29 | 7.42 | 16.53 | 10.28 | 17.53 | 5.93 | 7.58 | 3.68 | 8.48 | 8.99 | 7.16 | 7.28 | 8.80 | 17.16 | 14.75 | 22.34 | 31.54 | 13.61 | 8.75 |
| Draw Down(%) | NA | 5.01 | 7.57 | 30.20 | 30.20 | NA | NA | … | … | 5.01 | 7.13 | 3.18 | 7.57 | 23.91 | 8.45 | 21.82 | 3.18 | 11.35 | 1.10 | 7.80 | 9.49 | 5.98 | 5.54 | 7.56 | 17.46 | 11.97 | 22.17 | 46.38 | 9.51 | 1.73 |
| Yield(%) | 0.00 | 6.34 | 4.69 | 3.06 | 5.24 | 5.31 | 4.53 | … | … | 0.00 | 6.58 | 3.60 | 3.51 | 2.24 | 3.26 | 2.69 | 10.16 | 9.14 | 8.95 | 7.56 | 6.69 | 5.67 | 4.70 | 5.48 | 2.25 | 2.62 | 2.75 | 2.62 | 2.12 | 1.79 |
Data as of 06/03/2026, Common starting date is 11/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLDAX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS A) |
-6.80%
Nov 2020 – Nov 2023 |
-1.57%
Dec 2017 – Dec 2022 |
1.80%
Oct 2013 – Oct 2023 |
2.53%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLDAX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS A) |
23.09%
Feb 2009 – Feb 2012 |
18.30%
Feb 2009 – Feb 2014 |
11.22%
Feb 2009 – Feb 2019 |
7.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart