Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLEFX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R3) | NA | 7.30% | 5.68% | 8.02% | 7.14% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLEFX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R3) | 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 | 7.30 | 5.68 | 8.02 | 7.14 | NA | NA | … | … | 6.53 | 19.04 | -7.00 | 15.64 | 7.62 | -1.76 | 4.74 | 19.01 | 14.15 | -4.16 | 14.37 | 35.10 | -38.71 | 7.68 | 4.81 |
| Sharpe Ratio | NA | 0.35 | 0.36 | 0.63 | 0.57 | NA | NA | … | … | 0.32 | 2.42 | -0.89 | 3.33 | 0.74 | -0.17 | 0.56 | 2.29 | 1.39 | -0.21 | 0.83 | 1.41 | -1.10 | 0.32 | 4.58 |
| Standard Deviation(%) | NA | 19.82 | 13.35 | 11.48 | 11.87 | NA | NA | … | … | 20.18 | 7.29 | 9.32 | 4.53 | 10.02 | 10.63 | 8.50 | 8.30 | 10.23 | 19.89 | 17.20 | 24.84 | 35.81 | 14.75 | 7.00 |
| Draw Down(%) | NA | 24.69 | 24.69 | 24.69 | 24.69 | NA | NA | … | … | 24.69 | 4.05 | 13.75 | 1.38 | 9.15 | 10.94 | 6.91 | 5.78 | 8.80 | 19.73 | 13.74 | 23.80 | 49.31 | 10.22 | 1.46 |
| Yield(%) | 0.00 | 8.66 | 8.21 | 7.87 | 6.38 | 4.61 | 3.46 | … | … | 0.00 | 10.25 | 9.46 | 9.19 | 6.84 | 5.71 | 5.36 | 4.15 | 5.07 | 1.68 | 2.00 | 2.13 | 1.91 | 1.97 | 1.90 |
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 |
|---|---|---|---|---|
| JLEFX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R3) |
-8.21%
Jun 2007 – Jun 2010 |
-1.61%
May 2007 – May 2012 |
3.75%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLEFX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R3) |
23.97%
Feb 2009 – Feb 2012 |
19.28%
Feb 2009 – Feb 2014 |
11.84%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart