Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLFIX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R6) | 8.68% | 19.60% | 14.10% | 1.64% | 6.52% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLFIX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R6) | 09/02/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 19.60 | 14.10 | 1.64 | 6.52 | NA | NA | … | … | 8.68 | 15.89 | 6.72 | 14.55 | -29.44 | 6.22 | 13.29 | 21.87 | -7.37 | 18.38 | 8.58 | -1.20 | 5.70 | 22.11 | 15.32 | 2.26 |
| Sharpe Ratio | NA | 2.14 | 1.17 | -0.06 | 0.37 | NA | NA | … | … | 1.90 | 1.26 | 0.01 | 1.09 | -1.36 | 0.54 | 0.55 | 2.36 | -0.80 | 3.37 | 0.72 | -0.10 | 0.60 | 2.39 | 1.35 | 0.28 |
| Standard Deviation(%) | NA | 8.31 | 9.58 | 13.53 | 13.47 | NA | NA | … | … | 10.30 | 10.55 | 9.06 | 9.52 | 22.76 | 11.47 | 23.76 | 8.68 | 10.92 | 5.29 | 11.64 | 12.26 | 9.48 | 9.24 | 11.38 | 25.19 |
| Draw Down(%) | NA | 6.52 | 10.63 | 35.01 | 35.01 | NA | NA | … | … | 6.52 | 10.63 | 6.47 | 9.78 | 29.96 | 7.30 | 26.88 | 4.95 | 15.23 | 1.60 | 10.49 | 12.06 | 7.62 | 6.05 | 9.69 | 10.14 |
| Yield(%) | 0.00 | 9.00 | 5.75 | 3.31 | 6.03 | 6.88 | 5.16 | … | … | 0.00 | 9.42 | 3.27 | 3.54 | 1.44 | 3.48 | 2.63 | 11.90 | 10.43 | 10.32 | 7.44 | 6.38 | 6.07 | 4.90 | 6.45 | 2.15 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JLFIX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R6) |
-6.56%
Apr 2021 – Apr 2024 |
-0.84%
Dec 2017 – Dec 2022 |
3.03%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLFIX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R6) |
14.65%
May 2023 – May 2026 |
12.17%
Feb 2016 – Feb 2021 |
10.35%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart