Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLFHX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R5) | 8.58% | 19.54% | 14.04% | 1.59% | 6.48% | 6.68% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLFHX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R5) | 10/31/2006 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 19.54 | 14.04 | 1.59 | 6.48 | 6.68 | NA | … | … | 8.58 | 15.21 | 9.77 | 14.47 | -29.45 | 6.26 | 13.24 | 21.81 | -7.43 | 18.32 | 8.42 | -1.16 | 5.55 | 22.04 | 15.39 | -4.59 | 16.16 | 36.36 | -39.98 | 9.03 | 4.37 |
| Sharpe Ratio | NA | 2.13 | 1.16 | -0.06 | 0.36 | NA | NA | … | … | 1.86 | 1.17 | 0.73 | 1.14 | -1.36 | 0.54 | 0.55 | 2.36 | -0.81 | 3.33 | 0.71 | -0.10 | 0.58 | 2.36 | 1.37 | -0.21 | 0.52 | 1.37 | -1.07 | 0.38 | 3.60 |
| Standard Deviation(%) | NA | 8.32 | 9.63 | 13.57 | 13.48 | NA | NA | … | … | 10.35 | 10.56 | 8.44 | 9.57 | 22.81 | 11.46 | 23.70 | 8.63 | 10.94 | 5.32 | 11.60 | 12.25 | 9.50 | 9.34 | 11.32 | 21.77 | 31.16 | 26.53 | 37.99 | 15.74 | 7.36 |
| Draw Down(%) | NA | 6.60 | 10.63 | 35.08 | 35.08 | NA | NA | … | … | 6.60 | 10.63 | 4.62 | 9.78 | 30.05 | 7.27 | 26.88 | 4.95 | 15.30 | 1.51 | 10.57 | 12.06 | 7.53 | 6.04 | 9.69 | 21.16 | 16.88 | 24.77 | 50.87 | 10.79 | 1.46 |
| Yield(%) | 0.00 | 8.95 | 5.70 | 3.27 | 5.99 | 6.20 | 5.10 | … | … | 0.00 | 9.37 | 3.21 | 3.47 | 1.40 | 3.42 | 2.58 | 11.84 | 10.36 | 10.26 | 7.38 | 6.33 | 6.01 | 4.84 | 6.41 | 1.99 | 2.67 | 2.49 | 2.07 | 2.43 | 2.18 |
Data as of 06/04/2026, Common starting date is 10/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLFHX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R5) |
-8.52%
Jun 2007 – Jun 2010 |
-1.50%
May 2007 – May 2012 |
2.97%
Oct 2013 – Oct 2023 |
3.34%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLFHX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R5) |
25.43%
Feb 2009 – Feb 2012 |
20.82%
Feb 2009 – Feb 2014 |
13.13%
Feb 2009 – Feb 2019 |
9.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart