Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLEDX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R1) | NA | -44.35% | -15.10% | -5.32% | 0.27% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLEDX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R1) | 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 | -44.35 | -15.10 | -5.32 | 0.27 | NA | NA | … | … | -44.75 | 19.09 | -7.05 | 15.46 | 7.52 | -1.86 | 4.72 | 18.79 | 14.17 | -4.32 | 14.32 | 35.04 | -38.74 | 7.59 | 4.79 |
| Sharpe Ratio | NA | -0.65 | -0.40 | -0.19 | -0.01 | NA | NA | … | … | -0.66 | 2.41 | -0.91 | 3.31 | 0.73 | -0.18 | 0.56 | 2.22 | 1.38 | -0.22 | 0.83 | 1.41 | -1.10 | 0.30 | 4.46 |
| Standard Deviation(%) | NA | 68.61 | 40.21 | 31.55 | 23.93 | NA | NA | … | … | 69.86 | 7.31 | 9.27 | 4.49 | 9.98 | 10.63 | 8.44 | 8.44 | 10.28 | 19.85 | 17.15 | 24.86 | 35.84 | 14.87 | 7.11 |
| Draw Down(%) | NA | 48.95 | 48.95 | 48.95 | 48.95 | NA | NA | … | … | 48.95 | 4.06 | 13.76 | 1.39 | 9.25 | 10.95 | 6.92 | 5.79 | 8.90 | 19.83 | 13.65 | 23.95 | 49.35 | 10.14 | 1.46 |
| Yield(%) | 0.00 | 8.60 | 8.17 | 7.79 | 6.30 | 4.54 | 3.41 | … | … | 0.00 | 10.16 | 9.44 | 9.11 | 6.73 | 5.62 | 5.25 | 4.04 | 4.96 | 1.63 | 1.95 | 2.07 | 1.82 | 1.97 | 1.88 |
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 |
|---|---|---|---|---|
| JLEDX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R1) |
-14.94%
Nov 2017 – Nov 2020 |
-5.75%
Oct 2015 – Oct 2020 |
0.63%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLEDX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R1) |
23.91%
Feb 2009 – Feb 2012 |
19.18%
Feb 2009 – Feb 2014 |
11.75%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart