Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLEAX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS A) | 6.74% | 16.42% | 11.69% | 0.70% | 5.23% | 5.49% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLEAX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS A) | 11/01/2006 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 16.42 | 11.69 | 0.70 | 5.23 | 5.49 | NA | … | … | 6.74 | 13.40 | 7.62 | 12.46 | -27.11 | 3.70 | 11.04 | 19.43 | -6.83 | 15.95 | 7.83 | -1.53 | 4.96 | 19.11 | 14.40 | -4.06 | 14.44 | 35.31 | -38.59 | 8.03 | 4.78 |
| Sharpe Ratio | NA | 2.07 | 1.11 | -0.15 | 0.31 | NA | NA | … | … | 1.73 | 1.26 | 0.57 | 1.08 | -1.44 | 0.34 | 0.52 | 2.44 | -0.89 | 3.38 | 0.75 | -0.15 | 0.58 | 2.26 | 1.42 | -0.21 | 0.84 | 1.41 | -1.11 | 0.33 | 4.49 |
| Standard Deviation(%) | NA | 6.93 | 7.99 | 11.79 | 11.70 | NA | NA | … | … | 8.70 | 8.40 | 7.05 | 8.23 | 19.90 | 10.70 | 20.72 | 7.35 | 9.28 | 4.54 | 10.11 | 10.62 | 8.49 | 8.43 | 10.16 | 19.83 | 17.05 | 24.97 | 35.65 | 14.81 | 6.81 |
| Draw Down(%) | NA | 5.56 | 8.59 | 33.16 | 33.16 | NA | NA | … | … | 5.56 | 8.33 | 3.55 | 8.59 | 27.57 | 7.81 | 24.64 | 4.12 | 13.52 | 1.38 | 9.21 | 10.90 | 6.88 | 5.85 | 8.77 | 19.67 | 13.61 | 23.87 | 49.17 | 10.29 | 1.36 |
| Yield(%) | 0.00 | 8.34 | 5.45 | 3.17 | 5.51 | 5.54 | 4.63 | … | … | 0.00 | 8.67 | 3.39 | 3.68 | 1.41 | 3.11 | 2.36 | 10.45 | 9.66 | 9.42 | 7.06 | 5.93 | 5.49 | 4.30 | 5.22 | 1.77 | 2.09 | 2.23 | 2.08 | 2.02 | 1.97 |
Data as of 06/03/2026, Common starting date is 11/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLEAX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS A) |
-8.02%
Jun 2007 – Jun 2010 |
-1.46%
May 2007 – May 2012 |
2.25%
Oct 2013 – Oct 2023 |
2.74%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLEAX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS A) |
24.12%
Feb 2009 – Feb 2012 |
19.44%
Feb 2009 – Feb 2014 |
12.04%
Feb 2009 – Feb 2019 |
8.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart