Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLJIX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R6) | 12.28% | 26.40% | 18.69% | 2.92% | 8.17% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLJIX (RETIREMENT LIVING THROUGH 2045 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 (%) | 0.63 | 26.40 | 18.69 | 2.92 | 8.17 | NA | NA | … | … | 12.28 | 18.27 | 14.62 | 18.36 | -34.36 | 9.40 | 16.15 | 24.85 | -8.86 | 21.52 | 8.82 | -1.23 | 5.65 | 23.84 | 15.88 | 2.21 |
| Sharpe Ratio | NA | 2.05 | 1.19 | 0.02 | 0.37 | NA | NA | … | … | 1.97 | 1.01 | 0.97 | 1.24 | -1.18 | 0.67 | 0.52 | 2.13 | -0.75 | 3.29 | 0.66 | -0.09 | 0.55 | 2.37 | 1.31 | 0.26 |
| Standard Deviation(%) | NA | 11.96 | 13.27 | 18.12 | 17.58 | NA | NA | … | … | 14.73 | 15.37 | 11.32 | 12.01 | 30.50 | 14.10 | 30.57 | 10.99 | 13.64 | 6.36 | 13.12 | 13.27 | 10.26 | 10.03 | 12.22 | 26.55 |
| Draw Down(%) | NA | 9.19 | 15.70 | 39.90 | 39.90 | NA | NA | … | … | 9.19 | 15.70 | 7.52 | 11.47 | 35.33 | 7.44 | 32.05 | 6.42 | 18.42 | 1.96 | 11.57 | 12.85 | 8.08 | 6.20 | 10.45 | 10.51 |
| Yield(%) | 0.00 | 9.82 | 6.64 | 3.47 | 6.56 | 7.42 | 5.57 | … | … | 0.00 | 10.31 | 3.91 | 3.97 | 1.08 | 3.57 | 2.29 | 13.62 | 11.48 | 10.41 | 7.64 | 6.27 | 6.03 | 5.05 | 7.80 | 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 |
|---|---|---|---|---|
| JLJIX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R6) |
-7.15%
Apr 2021 – Apr 2024 |
-1.04%
Dec 2017 – Dec 2022 |
3.41%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLJIX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R6) |
19.48%
May 2023 – May 2026 |
14.14%
Jun 2016 – Jun 2021 |
11.53%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart