Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLIAX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS A) | 7.84% | 20.59% | 15.81% | 1.37% | 6.98% | 6.94% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLIAX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS A) | 11/01/2006 | 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 (%) | -2.50 | 20.59 | 15.81 | 1.37 | 6.98 | 6.94 | NA | … | … | 7.84 | 17.06 | 12.87 | 16.80 | -33.81 | 8.01 | 14.97 | 23.96 | -9.11 | 20.95 | 8.36 | -1.65 | 5.09 | 23.43 | 15.20 | -5.59 | 15.48 | 36.10 | -40.43 | 8.91 | 5.37 |
| Sharpe Ratio | NA | 2.03 | 1.15 | -0.03 | 0.34 | NA | NA | … | … | 1.88 | 1.02 | 0.88 | 1.16 | -1.24 | 0.59 | 0.50 | 2.12 | -0.79 | 3.27 | 0.62 | -0.13 | 0.50 | 2.34 | 1.26 | -0.25 | 0.47 | 1.35 | -1.09 | 0.35 | 4.62 |
| Standard Deviation(%) | NA | 10.92 | 12.25 | 16.95 | 16.67 | NA | NA | … | … | 13.53 | 14.02 | 10.47 | 11.40 | 28.61 | 13.52 | 29.22 | 10.59 | 13.36 | 6.24 | 13.15 | 13.25 | 10.20 | 9.98 | 12.10 | 22.71 | 32.50 | 26.77 | 37.86 | 16.69 | 7.67 |
| Draw Down(%) | NA | 8.54 | 14.42 | 39.48 | 39.48 | NA | NA | … | … | 8.54 | 14.42 | 6.72 | 11.23 | 34.64 | 7.69 | 31.05 | 6.26 | 18.41 | 1.95 | 11.59 | 12.96 | 8.15 | 6.28 | 10.47 | 22.13 | 17.57 | 25.00 | 51.28 | 11.41 | 1.56 |
| Yield(%) | 0.00 | 9.41 | 5.93 | 3.05 | 5.97 | 6.10 | 5.00 | … | … | 0.00 | 9.86 | 3.16 | 3.20 | 0.78 | 3.04 | 1.91 | 12.49 | 10.85 | 9.35 | 7.17 | 5.80 | 5.38 | 4.40 | 6.70 | 1.34 | 1.64 | 1.88 | 1.62 | 2.22 | 2.26 |
Data as of 06/05/2026, Common starting date is 11/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLIAX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS A) |
-9.23%
Jun 2007 – Jun 2010 |
-2.12%
May 2007 – May 2012 |
2.87%
Oct 2013 – Oct 2023 |
3.08%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLIAX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS A) |
24.87%
Feb 2009 – Feb 2012 |
20.61%
Feb 2009 – Feb 2014 |
13.11%
Feb 2009 – Feb 2019 |
9.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart