Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLIOX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS 1) | 11.22% | 24.43% | 17.35% | 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 |
|---|---|---|
| JLIOX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS 1) | 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 | 24.43 | 17.35 | 2.35 | 7.69 | 7.58 | NA | … | … | 11.22 | 17.39 | 13.26 | 17.18 | -33.48 | 8.51 | 15.41 | 24.51 | -8.84 | 21.38 | 8.73 | -1.27 | 5.63 | 23.88 | 15.65 | -5.03 | 15.93 | 36.55 | -40.10 | 9.37 | 4.67 |
| Sharpe Ratio | NA | 2.07 | 1.18 | -0.01 | 0.37 | NA | NA | … | … | 1.93 | 1.04 | 0.92 | 1.21 | -1.22 | 0.63 | 0.52 | 2.17 | -0.77 | 3.31 | 0.65 | -0.10 | 0.55 | 2.38 | 1.30 | -0.22 | 0.49 | 1.37 | -1.08 | 0.37 | 3.67 |
| Standard Deviation(%) | NA | 10.95 | 12.27 | 16.95 | 16.68 | NA | NA | … | … | 13.60 | 14.05 | 10.50 | 11.32 | 28.59 | 13.52 | 29.27 | 10.63 | 13.37 | 6.29 | 13.17 | 13.29 | 10.22 | 10.03 | 12.13 | 22.74 | 32.50 | 26.65 | 37.93 | 16.67 | 7.85 |
| Draw Down(%) | NA | 8.54 | 14.38 | 39.17 | 39.17 | NA | NA | … | … | 8.54 | 14.38 | 6.74 | 11.12 | 34.34 | 7.58 | 30.97 | 6.22 | 18.11 | 1.86 | 11.56 | 12.82 | 8.11 | 6.26 | 10.36 | 22.04 | 17.59 | 24.96 | 51.05 | 11.38 | 1.56 |
| Yield(%) | 0.00 | 9.67 | 6.29 | 3.33 | 6.31 | 6.51 | 5.35 | … | … | 0.00 | 10.16 | 3.53 | 3.58 | 1.08 | 3.42 | 2.24 | 12.86 | 11.15 | 9.72 | 7.55 | 6.16 | 5.83 | 4.88 | 7.16 | 1.78 | 2.10 | 2.37 | 1.99 | 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 |
|---|---|---|---|---|
| JLIOX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS 1) |
-8.85%
Jun 2007 – Jun 2010 |
-1.68%
May 2007 – May 2012 |
3.27%
Oct 2013 – Oct 2023 |
3.52%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLIOX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS 1) |
25.39%
Feb 2009 – Feb 2012 |
21.14%
Feb 2009 – Feb 2014 |
13.57%
Feb 2009 – Feb 2019 |
9.78%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart