Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLDFX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R3) | NA | 6.28% | 5.22% | 7.24% | 6.51% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLDFX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R3) | 11/02/2006 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.28 | 5.22 | 7.24 | 6.51 | NA | NA | … | … | 5.67 | 17.24 | -6.01 | 13.25 | 7.36 | -1.77 | 4.45 | 15.87 | 13.51 | -2.93 | 13.40 | 34.76 | -36.48 | 7.18 | 4.71 |
| Sharpe Ratio | NA | 0.37 | 0.40 | 0.68 | 0.61 | NA | NA | … | … | 0.34 | 2.65 | -0.96 | 3.41 | 0.85 | -0.20 | 0.61 | 2.20 | 1.54 | -0.17 | 0.90 | 1.55 | -1.18 | 0.31 | 3.65 |
| Standard Deviation(%) | NA | 16.37 | 11.00 | 9.49 | 10.05 | NA | NA | … | … | 16.66 | 5.99 | 7.65 | 3.72 | 8.43 | 9.03 | 7.25 | 7.21 | 8.82 | 17.27 | 14.74 | 22.30 | 31.54 | 13.63 | 8.53 |
| Draw Down(%) | NA | 21.79 | 21.79 | 21.79 | 21.79 | NA | NA | … | … | 21.79 | 3.20 | 11.65 | 1.19 | 7.82 | 9.60 | 6.00 | 5.55 | 7.57 | 17.57 | 12.09 | 22.06 | 46.52 | 9.44 | 1.63 |
| Yield(%) | 0.00 | 8.52 | 7.93 | 7.73 | 6.27 | 4.63 | 3.48 | … | … | 0.00 | 9.93 | 8.92 | 8.71 | 7.33 | 6.48 | 5.53 | 4.54 | 5.32 | 2.14 | 2.52 | 2.65 | 2.41 | 2.07 | 1.72 |
Data as of 12/17/2020, Common starting date is 11/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLDFX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R3) |
-6.68%
Jun 2007 – Jun 2010 |
-0.76%
May 2007 – May 2012 |
3.69%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLDFX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R3) |
23.01%
Feb 2009 – Feb 2012 |
18.17%
Feb 2009 – Feb 2014 |
11.03%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart