Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLHOX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS 1) | 7.23% | 19.32% | 14.84% | 1.32% | 6.77% | 6.95% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLHOX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS 1) | 10/31/2006 | 06/05/2026 |
| 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 (%) | -2.25 | 19.32 | 14.84 | 1.32 | 6.77 | 6.95 | NA | … | … | 7.23 | 16.49 | 11.51 | 16.00 | -31.85 | 6.99 | 14.13 | 23.27 | -8.28 | 20.18 | 8.67 | -1.38 | 5.61 | 23.57 | 15.71 | -5.09 | 15.99 | 36.78 | -40.13 | 9.34 | 4.65 |
| Sharpe Ratio | NA | 2.10 | 1.17 | -0.04 | 0.36 | NA | NA | … | … | 1.90 | 1.09 | 0.83 | 1.17 | -1.28 | 0.54 | 0.52 | 2.24 | -0.78 | 3.38 | 0.67 | -0.11 | 0.55 | 2.37 | 1.30 | -0.23 | 0.82 | 1.37 | -1.07 | 0.38 | 3.65 |
| Standard Deviation(%) | NA | 9.74 | 11.08 | 15.47 | 15.28 | NA | NA | … | … | 12.09 | 12.50 | 9.53 | 10.61 | 25.99 | 12.82 | 26.73 | 9.72 | 12.42 | 5.80 | 12.70 | 13.11 | 10.17 | 9.95 | 12.15 | 22.73 | 19.41 | 26.76 | 38.46 | 16.36 | 7.84 |
| Draw Down(%) | NA | 7.66 | 12.65 | 37.78 | 37.78 | NA | NA | … | … | 7.66 | 12.65 | 5.62 | 10.62 | 32.55 | 7.83 | 29.14 | 5.64 | 17.03 | 1.70 | 11.31 | 12.81 | 8.06 | 6.21 | 10.40 | 21.96 | 15.04 | 25.00 | 51.04 | 11.24 | 1.56 |
| Yield(%) | 0.00 | 9.25 | 5.85 | 3.20 | 6.14 | 6.36 | 5.24 | … | … | 0.00 | 9.69 | 3.30 | 3.21 | 1.16 | 3.40 | 2.36 | 12.68 | 10.75 | 10.33 | 7.39 | 6.27 | 5.72 | 4.85 | 6.70 | 1.79 | 2.10 | 2.39 | 2.10 | 2.40 | 1.65 |
Data as of 06/05/2026, Common starting date is 10/31/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLHOX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS 1) |
-8.79%
Jun 2007 – Jun 2010 |
-1.65%
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 |
|---|---|---|---|---|
| JLHOX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS 1) |
25.46%
Feb 2009 – Feb 2012 |
21.10%
Feb 2009 – Feb 2014 |
13.42%
Feb 2009 – Feb 2019 |
9.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart