Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKDX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R1) | NA | -30.61% | -8.34% | 0.10% | NA | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKDX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R1) | 03/02/2012 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -30.61 | -8.34 | 0.10 | NA | NA | NA | … | … | -31.34 | 23.94 | -9.61 | 20.64 | 7.96 | -1.93 | 4.90 | 23.08 | 4.11 |
| Sharpe Ratio | NA | -0.57 | -0.28 | -0.03 | NA | NA | NA | … | … | -0.59 | 2.05 | -0.80 | 3.18 | 0.59 | -0.15 | 0.48 | 2.30 | 0.39 |
| Standard Deviation(%) | NA | 54.10 | 32.84 | 26.29 | NA | NA | NA | … | … | 55.08 | 10.97 | 13.67 | 6.33 | 13.10 | 13.21 | 10.20 | 10.00 | 12.65 |
| Draw Down(%) | NA | 37.43 | 37.43 | 37.43 | NA | NA | NA | … | … | 37.43 | 6.45 | 19.02 | 1.97 | 11.65 | 13.01 | 8.11 | 6.27 | 10.59 |
| Yield(%) | 0.00 | 8.20 | 7.50 | 7.35 | 5.49 | 3.66 | 2.74 | … | … | 0.00 | 10.07 | 9.63 | 6.78 | 5.97 | 4.53 | 4.21 | 3.51 | 1.90 |
Data as of 12/17/2020, 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 |
|---|---|---|---|---|
| JLKDX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R1) |
-8.09%
Nov 2017 – Nov 2020 |
-0.40%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKDX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R1) |
14.61%
May 2012 – May 2015 |
10.77%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart