Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLHHX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R5) | 9.39% | 13.67% | 5.17% | 2.81% | 5.32% | 7.15% | NA | 5.60% |
Data as of 07/25/2025, AR inception is 10/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLHHX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R5) | 10/31/2006 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | 13.67 | 5.17 | 2.81 | 5.32 | 7.15 | NA | 5.60 | 9.39 | 8.38 | 15.66 | -31.85 | 6.98 | 14.13 | 23.25 | -8.30 | 20.18 | 8.56 | -1.20 | 5.52 | 23.70 | 15.72 | -5.15 | 16.04 | 36.85 | -40.17 | 9.45 | 4.53 |
| Sharpe Ratio | NA | 0.80 | 0.11 | 0.06 | 0.24 | NA | NA | 0.24 | 0.96 | 0.18 | 1.09 | -1.28 | 0.54 | 0.52 | 2.23 | -0.78 | 3.38 | 0.66 | -0.09 | 0.54 | 2.38 | 1.30 | -0.23 | 0.82 | 1.37 | -1.07 | 0.40 | 3.57 |
| Standard Deviation(%) | NA | 13.12 | 16.47 | 15.92 | 15.62 | NA | NA | 18.23 | 15.02 | 10.16 | 10.56 | 25.96 | 12.83 | 26.75 | 9.80 | 12.41 | 5.81 | 12.69 | 13.15 | 10.16 | 9.95 | 12.12 | 22.73 | 19.33 | 26.82 | 38.37 | 16.32 | 7.84 |
| Draw Down(%) | NA | 12.65 | 22.70 | 37.79 | 37.79 | NA | NA | 56.12 | 12.65 | 6.75 | 10.62 | 32.56 | 7.84 | 29.08 | 5.64 | 17.05 | 1.78 | 11.39 | 12.74 | 8.06 | 6.21 | 10.41 | 21.96 | 15.04 | 25.00 | 51.04 | 11.24 | 1.56 |
| Yield(%) | 0.00 | 3.04 | 2.27 | 2.48 | 5.50 | 6.71 | 4.74 | 5.26 | 0.00 | 3.29 | 3.00 | 1.15 | 3.39 | 2.35 | 12.67 | 10.73 | 10.33 | 7.39 | 6.27 | 5.72 | 4.85 | 6.71 | 1.83 | 2.15 | 2.45 | 2.05 | 2.40 | 1.64 |
Data as of 07/25/2025, AR inception is 10/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLHHX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R5) |
-8.78%
Jun 2007 - Jun 2010 |
-1.64%
May 2007 - May 2012 |
3.03%
Oct 2013 - Oct 2023 |
3.39%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLHHX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R5) |
25.47%
Feb 2009 - Feb 2012 |
21.13%
Feb 2009 - Feb 2014 |
13.43%
Feb 2009 - Feb 2019 |
9.51%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart