Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLJEX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R2) | 12.06% | 25.75% | 18.13% | 2.40% | 7.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLJEX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R2) | 03/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 25.75 | 18.13 | 2.40 | 7.64 | NA | NA | … | … | 12.06 | 17.58 | 14.11 | 17.88 | -34.71 | 8.81 | 15.51 | 24.52 | -9.41 | 20.97 | 8.30 | -1.73 | 5.14 | 23.28 | 6.80 |
| Sharpe Ratio | NA | 2.00 | 1.14 | 0.00 | 0.34 | NA | NA | … | … | 1.93 | 0.96 | 0.93 | 1.18 | -1.19 | 0.62 | 0.50 | 2.10 | -0.79 | 3.22 | 0.61 | -0.13 | 0.50 | 2.33 | 0.66 |
| Standard Deviation(%) | NA | 11.94 | 13.27 | 18.16 | 17.60 | NA | NA | … | … | 14.71 | 15.39 | 11.31 | 12.12 | 30.56 | 14.14 | 30.56 | 10.96 | 13.66 | 6.34 | 13.14 | 13.23 | 10.25 | 9.97 | 12.64 |
| Draw Down(%) | NA | 9.23 | 15.83 | 40.30 | 40.30 | NA | NA | … | … | 9.23 | 15.83 | 7.56 | 11.73 | 35.67 | 7.57 | 32.08 | 6.43 | 18.82 | 1.88 | 11.57 | 12.96 | 8.11 | 6.30 | 10.55 |
| Yield(%) | 0.00 | 9.35 | 6.10 | 3.08 | 6.09 | 6.22 | 4.67 | … | … | 0.00 | 9.81 | 3.37 | 3.44 | 0.66 | 3.02 | 1.83 | 13.28 | 10.97 | 9.85 | 7.10 | 5.76 | 5.51 | 4.51 | 6.86 |
Data as of 06/04/2026, Common starting date is 03/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLJEX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R2) |
-7.63%
Apr 2021 – Apr 2024 |
-1.53%
Dec 2017 – Dec 2022 |
2.91%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLJEX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R2) |
18.87%
May 2023 – May 2026 |
13.58%
Jun 2016 – Jun 2021 |
8.52%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart