Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLIHX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R5) | 8.89% | 11.53% | 5.75% | 3.54% | 5.49% | 7.90% | NA | 5.75% |
Data as of 07/03/2025, AR inception is 10/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLIHX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R5) | 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 (%) | 1.41 | 11.53 | 5.75 | 3.54 | 5.49 | 7.90 | NA | 5.75 | 8.89 | 12.21 | 16.22 | -33.43 | 8.49 | 15.48 | 24.34 | -8.75 | 21.35 | 8.72 | -1.27 | 5.63 | 23.85 | 15.78 | -5.08 | 15.96 | 36.77 | -40.15 | 9.37 | 4.67 |
| Sharpe Ratio | NA | 0.55 | 0.13 | 0.11 | 0.23 | NA | NA | 0.23 | 0.87 | 0.53 | 1.06 | -1.22 | 0.63 | 0.52 | 2.17 | -0.75 | 3.30 | 0.65 | -0.10 | 0.55 | 2.39 | 1.30 | -0.23 | 0.49 | 1.37 | -1.08 | 0.38 | 3.70 |
| Standard Deviation(%) | NA | 15.06 | 18.24 | 17.45 | 16.97 | NA | NA | 19.79 | 17.80 | 10.61 | 11.36 | 28.59 | 13.49 | 29.22 | 10.58 | 13.39 | 6.31 | 13.14 | 13.31 | 10.21 | 9.97 | 12.16 | 22.71 | 32.45 | 26.81 | 37.92 | 16.68 | 7.85 |
| Draw Down(%) | NA | 14.75 | 24.42 | 39.13 | 39.13 | NA | NA | 56.21 | 14.35 | 6.64 | 11.19 | 34.29 | 7.57 | 30.94 | 6.22 | 18.16 | 1.86 | 11.55 | 12.81 | 8.10 | 6.25 | 10.34 | 22.02 | 17.57 | 24.96 | 51.05 | 11.38 | 1.56 |
| Yield(%) | 0.00 | 2.27 | 1.95 | 2.35 | 5.42 | 7.25 | 4.73 | 5.26 | 0.00 | 2.51 | 2.68 | 1.07 | 3.41 | 2.23 | 12.84 | 11.12 | 9.71 | 7.55 | 6.16 | 5.83 | 4.88 | 7.16 | 1.83 | 2.15 | 2.43 | 1.95 | 2.38 | 2.28 |
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 |
|---|---|---|---|---|
| JLIHX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R5) |
-8.83%
Jun 2007 - Jun 2010 |
-1.64%
May 2007 - May 2012 |
3.27%
Oct 2013 - Oct 2023 |
3.53%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLIHX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R5) |
25.49%
Feb 2009 - Feb 2012 |
21.20%
Feb 2009 - Feb 2014 |
13.59%
Feb 2009 - Feb 2019 |
9.73%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart