Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLDOX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS 1) | 4.52% | 13.11% | 10.50% | 0.63% | 4.66% | 5.20% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLDOX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS 1) | 10/31/2006 | 06/05/2026 |
| 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 (%) | -1.42 | 13.11 | 10.50 | 0.63 | 4.66 | 5.20 | NA | … | … | 4.52 | 13.13 | 7.27 | 11.56 | -23.28 | 1.48 | 8.40 | 18.04 | -5.49 | 13.89 | 8.11 | -1.18 | 5.07 | 16.42 | 14.28 | -2.39 | 14.00 | 35.44 | -36.02 | 7.83 | 4.29 |
| Sharpe Ratio | NA | 2.11 | 1.16 | -0.14 | 0.32 | NA | NA | … | … | 1.67 | 1.43 | 0.58 | 1.09 | -1.50 | 0.14 | 0.47 | 2.79 | -0.91 | 3.60 | 0.93 | -0.13 | 0.70 | 2.25 | 1.62 | -0.14 | 0.94 | 1.58 | -1.20 | 0.35 | 2.98 |
| Standard Deviation(%) | NA | 6.13 | 7.05 | 10.28 | 9.99 | NA | NA | … | … | 7.71 | 7.30 | 6.29 | 7.32 | 16.56 | 10.33 | 17.45 | 5.93 | 7.61 | 3.70 | 8.46 | 9.07 | 7.17 | 7.27 | 8.83 | 17.21 | 14.76 | 22.42 | 30.78 | 13.60 | 8.68 |
| Draw Down(%) | NA | 5.02 | 7.45 | 30.02 | 30.02 | NA | NA | … | … | 5.02 | 7.03 | 3.19 | 7.45 | 23.70 | 8.48 | 21.77 | 3.19 | 11.09 | 1.10 | 7.72 | 9.40 | 5.98 | 5.45 | 7.47 | 17.36 | 11.98 | 22.09 | 46.20 | 9.41 | 1.73 |
| Yield(%) | 0.00 | 6.70 | 5.09 | 3.35 | 5.56 | 5.74 | 4.89 | … | … | 0.00 | 6.98 | 4.00 | 3.90 | 2.57 | 3.66 | 3.05 | 10.61 | 9.53 | 9.35 | 7.98 | 7.09 | 6.16 | 5.18 | 5.96 | 2.69 | 3.09 | 3.28 | 3.00 | 2.61 | 1.82 |
Data as of 06/05/2026, Common starting date is 10/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLDOX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS 1) |
-6.50%
Nov 2020 – Nov 2023 |
-1.20%
Dec 2017 – Dec 2022 |
2.18%
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 |
|---|---|---|---|---|
| JLDOX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS 1) |
23.65%
Feb 2009 – Feb 2012 |
18.80%
Feb 2009 – Feb 2014 |
11.66%
Feb 2009 – Feb 2019 |
7.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart