Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLIHX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R5) | 11.19% | 24.48% | 17.34% | 2.35% | 7.69% | 7.58% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/31/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLIHX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R5) | 10/31/2006 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 24.48 | 17.34 | 2.35 | 7.69 | 7.58 | NA | … | … | 11.19 | 17.46 | 13.22 | 17.13 | -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 | 2.05 | 1.18 | -0.01 | 0.37 | NA | NA | … | … | 1.93 | 1.04 | 0.91 | 1.20 | -1.22 | 0.63 | 0.52 | 2.16 | -0.76 | 3.30 | 0.65 | -0.10 | 0.55 | 2.39 | 1.30 | -0.23 | 0.49 | 1.37 | -1.08 | 0.37 | 3.67 |
| Standard Deviation(%) | NA | 10.99 | 12.29 | 16.96 | 16.67 | NA | NA | … | … | 13.56 | 14.08 | 10.51 | 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 | 8.51 | 14.35 | 39.13 | 39.13 | NA | NA | … | … | 8.51 | 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 | 9.66 | 6.27 | 3.31 | 6.30 | 6.50 | 5.35 | … | … | 0.00 | 10.13 | 3.51 | 3.56 | 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 06/04/2026, 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 |
|---|---|---|---|---|
| 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 |
9.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart