Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLHAX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS A) | 7.04% | 18.84% | 14.40% | 0.91% | 6.35% | 6.51% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLHAX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS A) | 11/01/2006 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.28 | 18.84 | 14.40 | 0.91 | 6.35 | 6.51 | NA | … | … | 7.04 | 16.07 | 11.11 | 15.50 | -32.18 | 6.58 | 13.68 | 22.86 | -8.62 | 19.68 | 8.20 | -1.59 | 5.08 | 23.04 | 15.26 | -5.56 | 15.44 | 36.16 | -40.44 | 8.99 | 5.24 |
| Sharpe Ratio | NA | 1.60 | 1.00 | -0.10 | 0.31 | NA | NA | … | … | 1.17 | 1.07 | 0.79 | 1.13 | -1.30 | 0.51 | 0.50 | 2.19 | -0.81 | 3.26 | 0.63 | -0.12 | 0.50 | 2.34 | 1.26 | -0.25 | 0.79 | 1.35 | -1.07 | 0.36 | 4.58 |
| Standard Deviation(%) | NA | 10.09 | 11.11 | 15.50 | 15.30 | NA | NA | … | … | 12.56 | 12.43 | 9.47 | 10.56 | 26.02 | 12.87 | 26.71 | 9.78 | 12.45 | 5.86 | 12.74 | 13.11 | 10.14 | 9.85 | 12.14 | 22.75 | 19.34 | 26.75 | 38.41 | 16.40 | 7.50 |
| Draw Down(%) | NA | 7.67 | 12.69 | 38.16 | 38.16 | NA | NA | … | … | 7.67 | 12.69 | 5.69 | 10.73 | 32.88 | 8.02 | 29.14 | 5.68 | 17.28 | 1.71 | 11.43 | 12.88 | 8.03 | 6.33 | 10.44 | 22.14 | 15.10 | 25.04 | 51.28 | 11.26 | 1.56 |
| Yield(%) | 0.00 | 8.99 | 5.50 | 2.93 | 5.80 | 5.96 | 4.89 | … | … | 0.00 | 9.41 | 2.92 | 2.84 | 0.86 | 3.02 | 2.02 | 12.31 | 10.44 | 9.98 | 7.01 | 5.90 | 5.27 | 4.38 | 6.23 | 1.35 | 1.65 | 1.89 | 1.74 | 2.24 | 1.62 |
Data as of 06/05/2026, Common starting date is 11/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLHAX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS A) |
-9.24%
Jun 2007 – Jun 2010 |
-2.12%
May 2007 – May 2012 |
2.63%
Oct 2013 – Oct 2023 |
2.96%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLHAX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS A) |
24.85%
Feb 2009 – Feb 2012 |
20.54%
Feb 2009 – Feb 2014 |
12.95%
Feb 2009 – Feb 2019 |
9.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart