Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLHDX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R1) | NA | -44.57% | -15.05% | -4.60% | 0.89% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLHDX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R1) | 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 | -44.57 | -15.05 | -4.60 | 0.89 | NA | NA | … | … | -45.08 | 22.43 | -8.92 | 19.34 | 7.87 | -2.00 | 4.82 | 22.79 | 14.88 | -5.70 | 15.28 | 35.78 | -40.51 | 8.77 | 5.15 |
| Sharpe Ratio | NA | -0.62 | -0.37 | -0.16 | 0.02 | NA | NA | … | … | -0.63 | 2.17 | -0.83 | 3.20 | 0.60 | -0.15 | 0.48 | 2.30 | 1.23 | -0.25 | 0.79 | 1.34 | -1.08 | 0.35 | 4.54 |
| Standard Deviation(%) | NA | 72.08 | 42.62 | 33.62 | 25.85 | NA | NA | … | … | 73.40 | 9.71 | 12.41 | 5.87 | 12.66 | 13.11 | 10.11 | 9.91 | 12.18 | 22.78 | 19.28 | 26.61 | 38.39 | 16.32 | 7.69 |
| Draw Down(%) | NA | 49.81 | 49.81 | 49.81 | 49.81 | NA | NA | … | … | 49.81 | 5.70 | 17.55 | 1.72 | 11.36 | 13.00 | 8.13 | 6.34 | 10.55 | 22.25 | 15.21 | 25.04 | 51.37 | 11.21 | 1.65 |
| Yield(%) | 0.00 | 9.86 | 8.82 | 8.43 | 6.79 | 4.85 | 3.64 | … | … | 0.00 | 11.96 | 10.17 | 9.62 | 6.67 | 5.58 | 5.01 | 4.11 | 5.97 | 1.21 | 1.50 | 1.72 | 1.48 | 2.22 | 1.53 |
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 |
|---|---|---|---|---|
| JLHDX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R1) |
-14.83%
Nov 2017 – Nov 2020 |
-5.08%
Oct 2015 – Oct 2020 |
1.35%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLHDX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R1) |
24.64%
Feb 2009 – Feb 2012 |
20.29%
Feb 2009 – Feb 2014 |
12.66%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart