Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLJAX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS A) | 11.70% | 25.78% | 18.08% | 2.55% | 7.73% | 7.32% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLJAX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS A) | 11/01/2006 | 06/03/2026 |
| 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 (%) | 0.72 | 25.78 | 18.08 | 2.55 | 7.73 | 7.32 | NA | … | … | 11.70 | 17.81 | 14.20 | 17.83 | -34.73 | 8.95 | 15.56 | 24.35 | -9.30 | 21.04 | 8.40 | -1.66 | 5.16 | 23.35 | 15.14 | -5.49 | 15.50 | 35.93 | -40.48 | 8.94 | 5.34 |
| Sharpe Ratio | NA | 1.99 | 1.14 | 0.00 | 0.35 | NA | NA | … | … | 1.91 | 0.97 | 0.93 | 1.18 | -1.18 | 0.63 | 0.50 | 2.08 | -0.78 | 3.24 | 0.62 | -0.13 | 0.50 | 2.32 | 1.25 | -0.24 | 0.79 | 1.34 | -1.09 | 0.35 | 4.58 |
| Standard Deviation(%) | NA | 12.01 | 13.34 | 18.22 | 17.63 | NA | NA | … | … | 14.85 | 15.42 | 11.40 | 12.08 | 30.69 | 14.09 | 30.52 | 11.02 | 13.77 | 6.33 | 13.12 | 13.27 | 10.19 | 10.06 | 12.15 | 22.80 | 19.38 | 26.81 | 37.93 | 16.61 | 7.68 |
| Draw Down(%) | NA | 9.21 | 15.84 | 40.30 | 40.30 | NA | NA | … | … | 9.21 | 15.84 | 7.51 | 11.60 | 35.70 | 7.52 | 32.04 | 6.37 | 18.80 | 1.89 | 11.60 | 12.99 | 8.13 | 6.32 | 10.48 | 22.13 | 15.15 | 25.11 | 51.33 | 11.42 | 1.56 |
| Yield(%) | 0.00 | 9.53 | 6.24 | 3.19 | 6.21 | 6.20 | 5.12 | … | … | 0.00 | 9.97 | 3.48 | 3.56 | 0.74 | 3.13 | 1.92 | 13.19 | 11.12 | 9.99 | 7.20 | 5.85 | 5.53 | 4.51 | 7.29 | 1.34 | 1.64 | 1.86 | 1.52 | 2.14 | 2.43 |
Data as of 06/03/2026, Common starting date is 11/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLJAX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS A) |
-9.29%
Jun 2007 – Jun 2010 |
-2.14%
May 2007 – May 2012 |
2.96%
Oct 2013 – Oct 2023 |
3.09%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLJAX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS A) |
24.87%
Feb 2009 – Feb 2012 |
20.59%
Feb 2009 – Feb 2014 |
13.11%
Feb 2009 – Feb 2019 |
9.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart