Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLHIX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R6) | 10.00% | 22.24% | 15.85% | 1.88% | 7.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLHIX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R6) | 09/02/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 22.24 | 15.85 | 1.88 | 7.09 | NA | NA | … | … | 10.00 | 16.58 | 11.58 | 15.95 | -31.78 | 6.95 | 14.19 | 23.34 | -8.24 | 20.26 | 8.63 | -1.24 | 5.66 | 23.65 | 15.77 | 2.22 |
| Sharpe Ratio | NA | 2.09 | 1.17 | -0.04 | 0.36 | NA | NA | … | … | 1.89 | 1.11 | 0.83 | 1.18 | -1.28 | 0.54 | 0.52 | 2.25 | -0.78 | 3.38 | 0.66 | -0.10 | 0.56 | 2.42 | 1.30 | 0.26 |
| Standard Deviation(%) | NA | 9.79 | 11.05 | 15.44 | 15.26 | NA | NA | … | … | 12.17 | 12.37 | 9.53 | 10.49 | 26.00 | 12.83 | 26.73 | 9.71 | 12.43 | 5.82 | 12.71 | 13.14 | 10.11 | 9.75 | 12.17 | 26.51 |
| Draw Down(%) | NA | 7.67 | 12.58 | 37.76 | 37.76 | NA | NA | … | … | 7.67 | 12.58 | 5.73 | 10.63 | 32.54 | 7.88 | 29.10 | 5.64 | 16.98 | 1.70 | 11.31 | 12.74 | 8.06 | 6.22 | 10.41 | 10.49 |
| Yield(%) | 0.00 | 9.31 | 5.91 | 3.24 | 6.19 | 7.09 | 5.31 | … | … | 0.00 | 9.76 | 3.35 | 3.26 | 1.20 | 3.44 | 2.41 | 12.75 | 10.81 | 10.39 | 7.45 | 6.32 | 5.77 | 4.92 | 6.75 | 2.00 |
Data as of 06/04/2026, Common starting date is 09/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLHIX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R6) |
-7.24%
Apr 2021 – Apr 2024 |
-1.17%
Dec 2017 – Dec 2022 |
3.08%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLHIX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS R6) |
16.50%
May 2023 – May 2026 |
13.06%
Feb 2016 – Feb 2021 |
10.94%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart