Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLDHX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R5) | 6.50% | 9.79% | 4.66% | 1.48% | 3.59% | 5.98% | NA | 4.51% |
Data as of 07/02/2025, AR inception is 10/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLDHX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R5) | 10/31/2006 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 9.79 | 4.66 | 1.48 | 3.59 | 5.98 | NA | 4.51 | 6.50 | 7.26 | 11.55 | -23.29 | 1.47 | 8.40 | 17.89 | -5.41 | 13.89 | 8.00 | -1.17 | 5.07 | 16.52 | 14.16 | -2.33 | 14.16 | 35.50 | -36.04 | 7.73 | 4.28 |
| Sharpe Ratio | NA | 0.73 | 0.08 | -0.03 | 0.20 | NA | NA | 0.24 | 1.03 | 0.11 | 0.99 | -1.49 | 0.14 | 0.47 | 2.78 | -0.89 | 3.59 | 0.92 | -0.13 | 0.70 | 2.25 | 1.63 | -0.14 | 0.96 | 1.58 | -1.17 | 0.35 | 3.05 |
| Standard Deviation(%) | NA | 7.96 | 10.73 | 10.75 | 10.29 | NA | NA | 13.66 | 9.42 | 6.28 | 7.44 | 16.59 | 10.22 | 17.46 | 5.92 | 7.58 | 3.71 | 8.44 | 8.96 | 7.20 | 7.33 | 8.75 | 17.21 | 14.72 | 22.45 | 31.50 | 13.64 | 8.54 |
| Draw Down(%) | NA | 7.14 | 15.38 | 30.04 | 30.04 | NA | NA | 50.90 | 7.14 | 3.19 | 7.57 | 23.71 | 8.39 | 21.77 | 3.28 | 11.09 | 1.10 | 7.82 | 9.40 | 5.89 | 5.54 | 7.46 | 17.34 | 11.97 | 22.09 | 46.15 | 9.41 | 1.73 |
| Yield(%) | 0.00 | 3.82 | 3.38 | 3.17 | 5.33 | 6.66 | 4.60 | 5.12 | 0.00 | 4.00 | 3.89 | 2.56 | 3.65 | 3.05 | 10.60 | 9.51 | 9.35 | 7.98 | 7.09 | 6.15 | 5.18 | 5.96 | 2.74 | 3.14 | 3.34 | 2.92 | 2.61 | 1.81 |
Data as of 07/02/2025, AR inception is 10/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLDHX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R5) |
-6.51%
Nov 2020 - Nov 2023 |
-1.21%
Dec 2017 - Dec 2022 |
2.16%
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 |
|---|---|---|---|---|
| JLDHX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R5) |
23.74%
Feb 2009 - Feb 2012 |
18.85%
Feb 2009 - Feb 2014 |
11.69%
Feb 2009 - Feb 2019 |
7.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart