Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLFFX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R3) | NA | 7.88% | 6.08% | 8.69% | 7.63% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLFFX (RETIREMENT LIVING THROUGH 2030 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 | 7.88 | 6.08 | 8.69 | 7.63 | NA | NA | … | … | 7.05 | 20.98 | -7.94 | 17.66 | 7.87 | -1.85 | 4.94 | 21.34 | 14.71 | -5.19 | 14.95 | 35.78 | -40.41 | 8.47 | 5.01 |
| Sharpe Ratio | NA | 0.33 | 0.34 | 0.60 | 0.54 | NA | NA | … | … | 0.30 | 2.25 | -0.85 | 3.26 | 0.66 | -0.15 | 0.52 | 2.29 | 1.30 | -0.24 | 0.48 | 1.34 | -1.09 | 0.34 | 4.60 |
| Standard Deviation(%) | NA | 22.79 | 15.45 | 13.28 | 13.44 | NA | NA | … | … | 23.20 | 8.68 | 10.95 | 5.25 | 11.61 | 12.27 | 9.49 | 9.30 | 11.35 | 21.78 | 31.13 | 26.60 | 37.90 | 15.87 | 7.32 |
| Draw Down(%) | NA | 26.97 | 26.97 | 26.97 | 26.97 | NA | NA | … | … | 26.97 | 5.05 | 15.80 | 1.60 | 10.57 | 12.25 | 7.64 | 6.06 | 9.79 | 21.30 | 16.93 | 24.89 | 51.15 | 10.83 | 1.56 |
| Yield(%) | 0.00 | 9.28 | 8.56 | 8.19 | 6.65 | 4.74 | 3.56 | … | … | 0.00 | 11.15 | 9.76 | 9.61 | 6.72 | 5.71 | 5.39 | 4.18 | 5.75 | 1.39 | 1.66 | 1.82 | 1.57 | 1.88 | 2.09 |
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 |
|---|---|---|---|---|
| JLFFX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R3) |
-9.14%
Jun 2007 – Jun 2010 |
-2.15%
May 2007 – May 2012 |
3.83%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLFFX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R3) |
24.50%
Feb 2009 – Feb 2012 |
20.00%
Feb 2009 – Feb 2014 |
12.41%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart