Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKAX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS A) | 12.54% | 27.14% | 18.81% | 3.81% | 8.47% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKAX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS A) | 03/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 27.14 | 18.81 | 3.81 | 8.47 | NA | NA | … | … | 12.54 | 18.00 | 15.11 | 18.29 | -31.66 | 8.30 | 16.50 | 24.30 | -9.28 | 21.11 | 8.26 | -1.66 | 5.15 | 23.49 | 4.26 |
| Sharpe Ratio | NA | 1.99 | 1.15 | 0.07 | 0.40 | NA | NA | … | … | 1.95 | 0.93 | 0.97 | 1.19 | -1.20 | 0.58 | 0.53 | 2.08 | -0.78 | 3.28 | 0.61 | -0.13 | 0.50 | 2.35 | 0.41 |
| Standard Deviation(%) | NA | 12.73 | 14.00 | 17.62 | 17.31 | NA | NA | … | … | 15.77 | 16.30 | 11.83 | 12.42 | 27.75 | 14.37 | 30.51 | 10.96 | 13.70 | 6.27 | 13.17 | 13.22 | 10.27 | 9.96 | 12.60 |
| Draw Down(%) | NA | 9.85 | 16.67 | 37.92 | 37.92 | NA | NA | … | … | 9.85 | 16.67 | 8.08 | 11.84 | 32.68 | 8.10 | 32.04 | 6.35 | 18.78 | 1.89 | 11.65 | 12.99 | 8.10 | 6.27 | 10.48 |
| Yield(%) | 0.00 | 7.45 | 5.25 | 2.87 | 5.52 | 5.49 | 4.12 | … | … | 0.00 | 7.79 | 3.22 | 3.30 | 0.66 | 3.09 | 1.86 | 10.45 | 9.94 | 7.16 | 6.27 | 4.80 | 4.47 | 3.78 | 2.15 |
Data as of 06/03/2026, Common starting date is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKAX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS A) |
-6.15%
Apr 2021 – Apr 2024 |
-0.56%
Dec 2017 – Dec 2022 |
3.47%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKAX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS A) |
19.76%
May 2023 – May 2026 |
13.81%
Jun 2016 – Jun 2021 |
8.72%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart