Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLJOX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS 1) | 12.17% | 26.33% | 18.63% | 2.88% | 8.12% | 7.86% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLJOX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS 1) | 11/02/2006 | 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 (%) | 0.55 | 26.33 | 18.63 | 2.88 | 8.12 | 7.86 | NA | … | … | 12.17 | 18.20 | 14.67 | 18.30 | -34.36 | 9.35 | 16.09 | 24.76 | -8.91 | 21.45 | 8.77 | -1.27 | 5.59 | 23.89 | 15.70 | -5.13 | 16.04 | 36.55 | -40.17 | 9.40 | 5.49 |
| Sharpe Ratio | NA | 2.03 | 1.18 | 0.02 | 0.37 | NA | NA | … | … | 1.95 | 0.99 | 0.98 | 1.22 | -1.18 | 0.66 | 0.52 | 2.12 | -0.75 | 3.32 | 0.65 | -0.10 | 0.55 | 2.38 | 1.30 | -0.23 | 0.83 | 1.36 | -1.08 | 0.38 | 4.85 |
| Standard Deviation(%) | NA | 12.02 | 13.32 | 18.15 | 17.59 | NA | NA | … | … | 14.84 | 15.46 | 11.27 | 12.10 | 30.49 | 14.09 | 30.51 | 11.00 | 13.74 | 6.30 | 13.18 | 13.26 | 10.22 | 10.01 | 12.19 | 22.87 | 19.33 | 26.74 | 38.08 | 16.72 | 7.75 |
| Draw Down(%) | NA | 9.26 | 15.76 | 39.92 | 39.92 | NA | NA | … | … | 9.26 | 15.76 | 7.51 | 11.57 | 35.32 | 7.46 | 32.02 | 6.41 | 18.48 | 1.96 | 11.56 | 12.85 | 8.16 | 6.29 | 10.44 | 22.04 | 15.10 | 25.08 | 51.10 | 11.40 | 1.56 |
| Yield(%) | 0.00 | 9.77 | 6.60 | 3.44 | 6.51 | 6.67 | 5.51 | … | … | 0.00 | 10.27 | 3.86 | 3.93 | 1.04 | 3.52 | 2.24 | 13.55 | 11.40 | 10.34 | 7.58 | 6.22 | 5.98 | 5.00 | 7.75 | 1.78 | 2.09 | 2.37 | 1.88 | 2.31 | 2.47 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JLJOX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS 1) |
-8.84%
Jun 2007 – Jun 2010 |
-1.68%
May 2007 – May 2012 |
3.37%
Oct 2013 – Oct 2023 |
3.53%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLJOX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS 1) |
25.43%
Feb 2009 – Feb 2012 |
21.14%
Feb 2009 – Feb 2014 |
13.59%
Feb 2009 – Feb 2019 |
9.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart