Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLFEX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R2) | 8.13% | 19.07% | 13.42% | 1.21% | 6.03% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLFEX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R2) | 03/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 19.07 | 13.42 | 1.21 | 6.03 | NA | NA | … | … | 8.13 | 15.44 | 6.63 | 13.92 | -29.80 | 5.72 | 12.65 | 21.33 | -7.81 | 17.76 | 8.05 | -1.71 | 5.11 | 21.43 | 6.87 |
| Sharpe Ratio | NA | 2.05 | 1.11 | -0.10 | 0.33 | NA | NA | … | … | 1.82 | 1.21 | 0.00 | 1.02 | -1.37 | 0.50 | 0.52 | 2.31 | -0.84 | 3.30 | 0.68 | -0.14 | 0.53 | 2.32 | 0.72 |
| Standard Deviation(%) | NA | 8.33 | 9.61 | 13.57 | 13.49 | NA | NA | … | … | 10.34 | 10.60 | 8.86 | 9.58 | 22.87 | 11.39 | 23.76 | 8.63 | 10.97 | 5.21 | 11.58 | 12.25 | 9.60 | 9.20 | 11.68 |
| Draw Down(%) | NA | 6.64 | 10.77 | 35.38 | 35.38 | NA | NA | … | … | 6.64 | 10.77 | 6.04 | 9.85 | 30.32 | 7.34 | 26.93 | 4.96 | 15.59 | 1.52 | 10.50 | 12.26 | 7.57 | 6.06 | 9.80 |
| Yield(%) | 0.00 | 8.57 | 5.22 | 2.93 | 5.59 | 5.74 | 4.30 | … | … | 0.00 | 8.92 | 2.74 | 3.01 | 1.01 | 2.94 | 2.16 | 11.35 | 9.94 | 9.78 | 6.90 | 5.87 | 5.56 | 4.35 | 5.59 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| JLFEX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R2) |
-7.06%
Apr 2021 – Apr 2024 |
-1.33%
Dec 2017 – Dec 2022 |
2.50%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLFEX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R2) |
14.11%
May 2023 – May 2026 |
11.64%
Feb 2016 – Feb 2021 |
7.51%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart