Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLHOX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS 1) | 8.51% | 11.88% | 5.79% | 3.14% | 5.17% | 7.67% | NA | 5.55% |
Data as of 07/03/2025, AR inception is 10/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLHOX (RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS 1) | 10/31/2006 | 07/03/2025 |
| 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 (%) | 1.37 | 11.88 | 5.79 | 3.14 | 5.17 | 7.67 | NA | 5.55 | 8.51 | 8.26 | 15.80 | -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 | 0.61 | 0.09 | 0.11 | 0.22 | NA | NA | 0.23 | 0.79 | 0.16 | 1.10 | -1.28 | 0.54 | 0.52 | 2.25 | -0.78 | 3.39 | 0.67 | -0.11 | 0.55 | 2.37 | 1.30 | -0.23 | 0.82 | 1.37 | -1.06 | 0.39 | 3.68 |
| Standard Deviation(%) | NA | 13.34 | 16.59 | 15.99 | 15.66 | NA | NA | 18.28 | 16.06 | 10.17 | 10.60 | 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 | 12.65 | 22.77 | 37.78 | 37.78 | NA | NA | 56.12 | 12.65 | 6.75 | 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 | 3.03 | 2.34 | 2.55 | 5.47 | 7.27 | 4.74 | 5.26 | 0.00 | 3.30 | 3.01 | 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 07/03/2025, 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 |
|---|---|---|---|---|
| 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 |
9.50%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart