Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLIIX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R6) | 11.24% | 24.54% | 17.39% | 2.40% | 7.80% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLIIX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R6) | 09/02/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 24.54 | 17.39 | 2.40 | 7.80 | NA | NA | … | … | 11.24 | 17.48 | 13.33 | 17.26 | -33.50 | 8.48 | 15.47 | 25.42 | -8.79 | 21.45 | 8.80 | -1.22 | 5.60 | 23.93 | 15.84 | 2.21 |
| Sharpe Ratio | NA | 2.05 | 1.18 | 0.00 | 0.37 | NA | NA | … | … | 1.94 | 1.04 | 0.92 | 1.21 | -1.23 | 0.62 | 0.52 | 2.25 | -0.77 | 3.31 | 0.65 | -0.09 | 0.54 | 2.39 | 1.31 | 0.26 |
| Standard Deviation(%) | NA | 11.04 | 12.27 | 16.95 | 16.67 | NA | NA | … | … | 13.54 | 14.08 | 10.51 | 11.33 | 28.57 | 13.55 | 29.21 | 10.66 | 13.35 | 6.32 | 13.15 | 13.27 | 10.27 | 9.99 | 12.15 | 26.64 |
| Draw Down(%) | NA | 8.55 | 14.31 | 39.10 | 39.10 | NA | NA | … | … | 8.55 | 14.31 | 6.66 | 11.13 | 34.28 | 7.55 | 30.94 | 6.23 | 18.13 | 1.86 | 11.57 | 12.91 | 8.03 | 6.26 | 10.45 | 10.51 |
| Yield(%) | 0.00 | 9.75 | 6.34 | 3.37 | 6.43 | 7.31 | 5.48 | … | … | 0.00 | 10.24 | 3.58 | 3.62 | 1.12 | 3.48 | 2.29 | 13.69 | 11.22 | 9.78 | 7.62 | 6.22 | 5.89 | 4.93 | 7.22 | 2.00 |
Data as of 06/04/2026, Common starting date is 09/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLIIX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R6) |
-7.25%
Apr 2021 – Apr 2024 |
-0.96%
Dec 2017 – Dec 2022 |
3.38%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLIIX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R6) |
18.14%
May 2023 – May 2026 |
13.96%
Feb 2016 – Feb 2021 |
11.45%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart