Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLIEX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R2) | 11.00% | 23.98% | 16.85% | 1.88% | 7.19% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLIEX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R2) | 03/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 23.98 | 16.85 | 1.88 | 7.19 | NA | NA | … | … | 11.00 | 17.01 | 12.71 | 16.62 | -33.83 | 7.98 | 14.85 | 23.90 | -9.24 | 20.79 | 8.35 | -1.72 | 5.08 | 23.37 | 6.75 |
| Sharpe Ratio | NA | 2.01 | 1.14 | -0.03 | 0.34 | NA | NA | … | … | 1.88 | 1.01 | 0.87 | 1.16 | -1.23 | 0.59 | 0.50 | 2.11 | -0.80 | 3.20 | 0.62 | -0.13 | 0.49 | 2.33 | 0.65 |
| Standard Deviation(%) | NA | 10.98 | 12.22 | 16.96 | 16.67 | NA | NA | … | … | 13.63 | 13.98 | 10.42 | 11.29 | 28.67 | 13.56 | 29.19 | 10.62 | 13.38 | 6.31 | 13.18 | 13.27 | 10.25 | 10.00 | 12.67 |
| Draw Down(%) | NA | 8.58 | 14.44 | 39.52 | 39.52 | NA | NA | … | … | 8.58 | 14.44 | 6.69 | 11.29 | 34.68 | 7.61 | 31.03 | 6.24 | 18.45 | 1.87 | 11.57 | 12.94 | 8.14 | 6.27 | 10.55 |
| Yield(%) | 0.00 | 9.28 | 5.81 | 2.97 | 5.87 | 6.04 | 4.53 | … | … | 0.00 | 9.72 | 3.04 | 3.09 | 0.69 | 2.93 | 1.84 | 12.37 | 10.70 | 9.23 | 7.06 | 5.72 | 5.37 | 4.39 | 6.30 |
Data as of 06/04/2026, Common starting date is 03/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLIEX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R2) |
-7.73%
Apr 2021 – Apr 2024 |
-1.59%
Dec 2017 – Dec 2022 |
2.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLIEX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R2) |
17.56%
May 2023 – May 2026 |
13.26%
Feb 2016 – Feb 2021 |
8.35%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart