Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLEEX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R2) | 7.04% | 16.26% | 11.68% | 0.50% | 5.10% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLEEX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R2) | 03/06/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 16.26 | 11.68 | 0.50 | 5.10 | NA | NA | … | … | 7.04 | 13.71 | 7.48 | 12.36 | -27.22 | 3.54 | 10.95 | 19.39 | -6.87 | 15.73 | 7.80 | -1.61 | 4.98 | 19.09 | 6.85 |
| Sharpe Ratio | NA | 2.07 | 1.10 | -0.16 | 0.30 | NA | NA | … | … | 1.75 | 1.32 | 0.13 | 0.99 | -1.44 | 0.32 | 0.51 | 2.45 | -0.89 | 3.31 | 0.76 | -0.15 | 0.58 | 2.27 | 0.79 |
| Standard Deviation(%) | NA | 6.86 | 7.95 | 11.79 | 11.71 | NA | NA | … | … | 8.60 | 8.38 | 6.99 | 8.30 | 19.90 | 10.83 | 20.78 | 7.34 | 9.28 | 4.57 | 10.02 | 10.66 | 8.55 | 8.39 | 10.61 |
| Draw Down(%) | NA | 5.62 | 8.56 | 33.32 | 33.32 | NA | NA | … | … | 5.62 | 8.31 | 3.58 | 8.56 | 27.68 | 7.88 | 24.61 | 4.15 | 13.60 | 1.30 | 9.26 | 10.87 | 6.91 | 5.79 | 8.90 |
| Yield(%) | 0.00 | 8.32 | 5.41 | 3.10 | 5.43 | 5.53 | 4.15 | … | … | 0.00 | 8.66 | 3.33 | 3.63 | 1.34 | 3.03 | 2.29 | 10.45 | 9.64 | 9.36 | 7.01 | 5.87 | 5.51 | 4.32 | 4.95 |
Data as of 06/04/2026, Common starting date is 03/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLEEX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R2) |
-6.99%
Nov 2020 – Nov 2023 |
-1.45%
Dec 2017 – Dec 2022 |
2.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLEEX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R2) |
12.89%
May 2012 – May 2015 |
10.41%
Feb 2016 – Feb 2021 |
6.74%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart