Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLHFX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R3) | NA | 8.31% | 6.27% | 9.16% | 7.98% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLHFX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R3) | 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 | 8.31 | 6.27 | 9.16 | 7.98 | NA | NA | … | … | 7.32 | 22.47 | -8.79 | 19.31 | 8.06 | -1.90 | 5.01 | 22.77 | 15.10 | -5.65 | 15.33 | 35.84 | -40.48 | 8.87 | 5.17 |
| Sharpe Ratio | NA | 0.31 | 0.32 | 0.56 | 0.52 | NA | NA | … | … | 0.28 | 2.16 | -0.81 | 3.23 | 0.61 | -0.15 | 0.49 | 2.29 | 1.25 | -0.25 | 0.79 | 1.34 | -1.07 | 0.36 | 4.51 |
| Standard Deviation(%) | NA | 25.62 | 17.39 | 14.89 | 14.65 | NA | NA | … | … | 26.08 | 9.76 | 12.42 | 5.80 | 12.76 | 13.17 | 10.13 | 9.94 | 12.18 | 22.83 | 19.32 | 26.75 | 38.42 | 16.35 | 7.77 |
| Draw Down(%) | NA | 29.11 | 29.11 | 29.11 | 29.11 | NA | NA | … | … | 29.11 | 5.69 | 17.46 | 1.71 | 11.35 | 12.98 | 8.12 | 6.24 | 10.54 | 22.16 | 15.10 | 25.04 | 51.32 | 11.28 | 1.65 |
| Yield(%) | 0.00 | 9.91 | 8.87 | 8.50 | 6.88 | 4.92 | 3.69 | … | … | 0.00 | 12.04 | 10.20 | 9.72 | 6.77 | 5.68 | 5.11 | 4.22 | 6.08 | 1.26 | 1.54 | 1.78 | 1.56 | 2.22 | 1.55 |
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 |
|---|---|---|---|---|
| JLHFX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R3) |
-9.32%
Jun 2007 – Jun 2010 |
-2.20%
May 2007 – May 2012 |
4.04%
May 2007 – May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLHFX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R3) |
24.74%
Feb 2009 – Feb 2012 |
20.39%
Feb 2009 – Feb 2014 |
12.76%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart