Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLDIX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R6) | 6.05% | 14.98% | 11.02% | 1.06% | 4.96% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLDIX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R6) | 09/02/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 14.98 | 11.02 | 1.06 | 4.96 | NA | NA | … | … | 6.05 | 13.16 | 7.34 | 11.64 | -23.30 | 1.52 | 8.47 | 18.88 | -5.44 | 14.08 | 7.97 | -1.03 | 5.12 | 16.49 | 14.35 | 2.13 |
| Sharpe Ratio | NA | 2.14 | 1.16 | -0.14 | 0.34 | NA | NA | … | … | 1.74 | 1.43 | 0.12 | 1.01 | -1.49 | 0.15 | 0.47 | 2.90 | -0.89 | 3.60 | 0.92 | -0.12 | 0.71 | 2.29 | 1.64 | 0.33 |
| Standard Deviation(%) | NA | 6.07 | 7.08 | 10.30 | 10.02 | NA | NA | … | … | 7.63 | 7.33 | 6.34 | 7.41 | 16.58 | 10.31 | 17.56 | 6.03 | 7.61 | 3.75 | 8.48 | 8.95 | 7.19 | 7.20 | 8.79 | 20.00 |
| Draw Down(%) | NA | 4.93 | 7.47 | 30.03 | 30.03 | NA | NA | … | … | 4.93 | 7.05 | 3.20 | 7.47 | 23.72 | 8.46 | 21.81 | 3.19 | 11.10 | 1.10 | 7.82 | 9.32 | 5.98 | 5.45 | 7.38 | 8.39 |
| Yield(%) | 0.00 | 6.78 | 5.15 | 3.41 | 5.70 | 6.29 | 4.72 | … | … | 0.00 | 7.05 | 4.06 | 3.96 | 2.61 | 3.70 | 3.11 | 11.48 | 9.60 | 9.41 | 8.05 | 7.14 | 6.21 | 5.24 | 6.01 | 2.90 |
Data as of 06/03/2026, Common starting date is 09/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLDIX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R6) |
-6.48%
Nov 2020 – Nov 2023 |
-1.03%
Dec 2017 – Dec 2022 |
2.29%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLDIX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R6) |
12.31%
Nov 2011 – Nov 2014 |
9.59%
Feb 2016 – Feb 2021 |
8.44%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart