Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLHEX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R2) | 9.83% | 21.74% | 15.27% | 1.39% | 6.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLHEX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R2) | 03/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 21.74 | 15.27 | 1.39 | 6.56 | NA | NA | … | … | 9.83 | 15.96 | 11.05 | 15.43 | -32.17 | 6.45 | 13.64 | 22.63 | -8.67 | 19.60 | 8.19 | -1.74 | 5.15 | 22.97 | 6.82 |
| Sharpe Ratio | NA | 2.02 | 1.12 | -0.07 | 0.33 | NA | NA | … | … | 1.85 | 1.05 | 0.79 | 1.12 | -1.30 | 0.50 | 0.50 | 2.16 | -0.81 | 3.25 | 0.62 | -0.13 | 0.51 | 2.34 | 0.66 |
| Standard Deviation(%) | NA | 9.82 | 11.05 | 15.44 | 15.29 | NA | NA | … | … | 12.17 | 12.46 | 9.43 | 10.58 | 25.95 | 12.83 | 26.83 | 9.79 | 12.47 | 5.84 | 12.79 | 13.14 | 10.08 | 9.81 | 12.57 |
| Draw Down(%) | NA | 7.69 | 12.69 | 38.12 | 38.12 | NA | NA | … | … | 7.69 | 12.69 | 5.65 | 10.77 | 32.85 | 7.99 | 29.10 | 5.65 | 17.37 | 1.78 | 11.40 | 12.92 | 8.09 | 6.31 | 10.51 |
| Yield(%) | 0.00 | 8.83 | 5.36 | 2.84 | 5.70 | 5.89 | 4.42 | … | … | 0.00 | 9.23 | 2.80 | 2.72 | 0.77 | 2.90 | 1.94 | 12.16 | 10.30 | 9.85 | 6.91 | 5.81 | 5.26 | 4.36 | 5.86 |
Data as of 06/04/2026, Common starting date is 03/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLHEX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R2) |
-7.68%
Apr 2021 – Apr 2024 |
-1.68%
Dec 2017 – Dec 2022 |
2.56%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLHEX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R2) |
15.92%
May 2023 – May 2026 |
12.52%
Feb 2016 – Feb 2021 |
7.95%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart