Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKLX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS A) | 12.49% | 27.12% | 18.85% | 8.52% | 11.22% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKLX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS A) | 03/31/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 27.12 | 18.85 | 8.52 | 11.22 | NA | NA | … | … | 12.49 | 18.10 | 15.05 | 18.32 | -19.92 | 15.35 | 19.92 | 24.32 | -9.29 | 21.12 | 8.27 | -1.77 | 3.50 |
| Sharpe Ratio | NA | 1.99 | 1.15 | 0.38 | 0.59 | NA | NA | … | … | 1.95 | 0.93 | 0.97 | 1.19 | -0.97 | 1.19 | 0.65 | 2.08 | -0.78 | 3.27 | 0.61 | -0.14 | 0.47 |
| Standard Deviation(%) | NA | 12.69 | 14.00 | 15.64 | 16.30 | NA | NA | … | … | 15.64 | 16.37 | 11.81 | 12.43 | 22.01 | 12.85 | 30.25 | 10.99 | 13.77 | 6.29 | 13.13 | 13.23 | 9.91 |
| Draw Down(%) | NA | 9.76 | 16.73 | 28.31 | 32.10 | NA | NA | … | … | 9.76 | 16.73 | 8.09 | 11.76 | 27.08 | 6.04 | 32.10 | 6.30 | 18.80 | 1.90 | 11.56 | 13.00 | 8.07 |
| Yield(%) | 0.00 | 6.81 | 5.02 | 5.90 | 7.67 | 5.39 | 4.04 | … | … | 0.00 | 7.12 | 3.24 | 3.38 | 10.16 | 10.14 | 4.64 | 9.61 | 8.90 | 6.39 | 4.69 | 2.45 | 1.94 |
Data as of 06/03/2026, Common starting date is 03/31/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKLX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS A) |
0.70%
Mar 2017 – Mar 2020 |
2.43%
Mar 2015 – Mar 2020 |
7.44%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKLX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS A) |
19.81%
Dec 2018 – Dec 2021 |
14.49%
Jun 2016 – Jun 2021 |
11.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart