Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLEIX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R6) | 5.22% | 14.68% | 11.53% | 0.62% | 5.42% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLEIX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R6) | 09/02/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.69 | 14.68 | 11.53 | 0.62 | 5.42 | NA | NA | … | … | 5.22 | 14.25 | 4.30 | 12.89 | -26.90 | 4.14 | 11.41 | 19.94 | -6.35 | 16.38 | 8.33 | -1.11 | 5.40 | 19.77 | 14.88 | 2.32 |
| Sharpe Ratio | NA | 2.14 | 1.17 | -0.12 | 0.35 | NA | NA | … | … | 1.82 | 1.37 | -0.28 | 1.05 | -1.43 | 0.38 | 0.54 | 2.56 | -0.83 | 3.53 | 0.81 | -0.11 | 0.63 | 2.35 | 1.46 | 0.32 |
| Standard Deviation(%) | NA | 6.88 | 8.01 | 11.82 | 11.70 | NA | NA | … | … | 8.57 | 8.49 | 8.17 | 8.28 | 19.91 | 10.79 | 20.74 | 7.25 | 9.27 | 4.48 | 10.04 | 10.74 | 8.52 | 8.40 | 10.26 | 23.02 |
| Draw Down(%) | NA | 5.61 | 8.54 | 32.96 | 32.96 | NA | NA | … | … | 5.61 | 8.30 | 6.56 | 8.54 | 27.36 | 7.88 | 24.61 | 4.05 | 13.17 | 1.30 | 9.17 | 10.69 | 6.89 | 5.87 | 8.70 | 9.41 |
| Yield(%) | 0.00 | 8.82 | 5.94 | 3.50 | 5.90 | 6.62 | 4.97 | … | … | 0.00 | 9.20 | 3.87 | 4.16 | 1.78 | 3.57 | 2.78 | 10.99 | 10.15 | 9.91 | 7.56 | 6.38 | 6.04 | 4.86 | 5.77 | 2.43 |
Data as of 06/05/2026, Common starting date is 09/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLEIX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R6) |
-6.51%
Nov 2020 – Nov 2023 |
-0.97%
Dec 2017 – Dec 2022 |
2.66%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLEIX (RETIREMENT LIVING THROUGH 2025 PORTFOLIO CLASS R6) |
13.57%
Nov 2011 – Nov 2014 |
10.96%
Feb 2016 – Feb 2021 |
9.50%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart