Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLHGX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R4) | 9.92% | 21.99% | 15.60% | 1.68% | 6.83% | 6.09% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLHGX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R4) | 11/03/2006 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 21.99 | 15.60 | 1.68 | 6.83 | 6.09 | NA | … | … | 9.92 | 16.32 | 11.26 | 15.88 | -31.99 | 6.72 | 13.98 | 22.95 | -8.51 | 19.87 | 8.45 | -1.49 | 5.40 | 18.50 | 8.85 | -6.90 | 13.97 | 36.34 | -40.32 | 9.16 | 5.22 |
| Sharpe Ratio | NA | 2.07 | 1.15 | -0.05 | 0.34 | NA | NA | … | … | 1.87 | 1.09 | 0.80 | 1.17 | -1.29 | 0.52 | 0.51 | 2.18 | -0.80 | 3.33 | 0.64 | -0.12 | 0.53 | 1.74 | 0.66 | -0.30 | 0.71 | 1.36 | -1.07 | 0.37 | 4.70 |
| Standard Deviation(%) | NA | 9.77 | 11.04 | 15.42 | 15.26 | NA | NA | … | … | 12.17 | 12.43 | 9.50 | 10.51 | 25.94 | 12.78 | 26.74 | 9.84 | 12.38 | 5.79 | 12.78 | 13.11 | 10.15 | 10.63 | 13.47 | 22.82 | 19.44 | 26.72 | 38.39 | 16.40 | 7.78 |
| Draw Down(%) | NA | 7.60 | 12.59 | 37.88 | 37.88 | NA | NA | … | … | 7.60 | 12.59 | 5.64 | 10.74 | 32.62 | 7.89 | 29.19 | 5.74 | 17.14 | 1.78 | 11.31 | 12.83 | 8.07 | 6.22 | 10.41 | 22.15 | 14.96 | 25.04 | 51.23 | 11.26 | 1.56 |
| Yield(%) | 0.00 | 9.06 | 5.67 | 3.06 | 5.95 | 5.33 | 4.37 | … | … | 0.00 | 9.50 | 3.13 | 3.05 | 0.99 | 3.18 | 2.18 | 12.45 | 10.54 | 10.12 | 7.18 | 6.06 | 5.51 | 0.00 | 0.00 | 0.00 | 0.00 | 2.11 | 1.81 | 2.30 | 1.60 |
Data as of 06/04/2026, Common starting date is 11/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLHGX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R4) |
-9.02%
Jun 2007 – Jun 2010 |
-2.52%
May 2007 – May 2012 |
2.42%
Oct 2013 – Oct 2023 |
2.26%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLHGX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R4) |
23.87%
Feb 2009 – Feb 2012 |
17.72%
Feb 2009 – Feb 2014 |
11.72%
Feb 2009 – Feb 2019 |
8.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart