Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLDEX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R2) | 6.05% | 14.45% | 10.59% | 0.52% | 4.40% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLDEX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R2) | 03/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 14.45 | 10.59 | 0.52 | 4.40 | NA | NA | … | … | 6.05 | 12.68 | 3.31 | 10.98 | -23.62 | 1.04 | 7.79 | 18.07 | -5.97 | 13.43 | 7.64 | -1.63 | 4.61 | 15.95 | 6.78 |
| Sharpe Ratio | NA | 2.03 | 1.08 | -0.18 | 0.28 | NA | NA | … | … | 1.63 | 1.35 | -0.46 | 0.91 | -1.52 | 0.10 | 0.43 | 2.77 | -0.96 | 3.51 | 0.87 | -0.18 | 0.64 | 2.20 | 0.92 |
| Standard Deviation(%) | NA | 6.15 | 7.13 | 10.32 | 10.01 | NA | NA | … | … | 7.74 | 7.42 | 7.20 | 7.49 | 16.54 | 10.32 | 17.50 | 6.01 | 7.61 | 3.66 | 8.51 | 9.01 | 7.20 | 7.23 | 9.06 |
| Draw Down(%) | NA | 5.04 | 7.61 | 30.41 | 30.41 | NA | NA | … | … | 5.04 | 7.18 | 6.13 | 7.61 | 24.04 | 8.48 | 21.81 | 3.30 | 11.48 | 1.10 | 7.73 | 9.52 | 6.00 | 5.46 | 7.58 |
| Yield(%) | 0.00 | 6.27 | 4.63 | 2.99 | 5.20 | 5.27 | 3.95 | … | … | 0.00 | 6.52 | 3.54 | 3.44 | 2.16 | 3.19 | 2.63 | 10.59 | 9.08 | 8.88 | 7.51 | 6.64 | 5.69 | 4.71 | 5.21 |
Data as of 06/04/2026, Common starting date is 03/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLDEX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R2) |
-6.93%
Nov 2020 – Nov 2023 |
-1.58%
Dec 2017 – Dec 2022 |
1.76%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLDEX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R2) |
11.41%
May 2012 – May 2015 |
8.96%
Feb 2016 – Feb 2021 |
5.70%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart