Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLJGX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R4) | 8.71% | 22.31% | 17.17% | 2.00% | 7.54% | 7.40% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLJGX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R4) | 11/02/2006 | 06/05/2026 |
| 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 (%) | -2.70 | 22.31 | 17.17 | 2.00 | 7.54 | 7.40 | NA | … | … | 8.71 | 17.90 | 14.43 | 18.06 | -34.59 | 9.18 | 15.77 | 24.62 | -9.24 | 21.26 | 8.58 | -1.48 | 5.40 | 23.61 | 15.39 | -5.29 | 15.69 | 36.11 | -40.30 | 9.01 | 5.43 |
| Sharpe Ratio | NA | 2.01 | 1.17 | 0.01 | 0.36 | NA | NA | … | … | 1.93 | 0.98 | 0.96 | 1.20 | -1.18 | 0.65 | 0.51 | 2.11 | -0.78 | 3.28 | 0.64 | -0.11 | 0.52 | 2.37 | 1.27 | -0.23 | 0.81 | 1.35 | -1.08 | 0.35 | 4.80 |
| Standard Deviation(%) | NA | 12.01 | 13.25 | 18.18 | 17.60 | NA | NA | … | … | 14.84 | 15.33 | 11.24 | 12.12 | 30.63 | 14.11 | 30.54 | 10.95 | 13.70 | 6.31 | 13.11 | 13.19 | 10.30 | 9.96 | 12.15 | 22.66 | 19.29 | 26.59 | 38.10 | 16.68 | 7.72 |
| Draw Down(%) | NA | 9.25 | 15.69 | 40.15 | 40.15 | NA | NA | … | … | 9.25 | 15.69 | 7.48 | 11.55 | 35.56 | 7.48 | 32.04 | 6.36 | 18.62 | 1.97 | 11.59 | 12.89 | 8.11 | 6.31 | 10.46 | 22.08 | 15.12 | 24.96 | 51.24 | 11.42 | 1.56 |
| Yield(%) | 0.00 | 9.63 | 6.40 | 3.28 | 6.32 | 6.45 | 5.29 | … | … | 0.00 | 10.11 | 3.65 | 3.72 | 0.87 | 3.30 | 2.06 | 13.35 | 11.23 | 10.11 | 7.38 | 6.03 | 5.78 | 4.79 | 7.55 | 1.54 | 1.85 | 2.09 | 1.60 | 2.21 | 2.41 |
Data as of 06/05/2026, Common starting date is 11/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLJGX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R4) |
-9.10%
Jun 2007 – Jun 2010 |
-1.97%
May 2007 – May 2012 |
3.14%
Oct 2013 – Oct 2023 |
3.28%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLJGX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R4) |
25.14%
Feb 2009 – Feb 2012 |
20.87%
Feb 2009 – Feb 2014 |
13.34%
Feb 2009 – Feb 2019 |
9.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart