Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKMX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R1) | NA | -21.22% | -4.19% | 2.87% | NA | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKMX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R1) | 03/31/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -21.22 | -4.19 | 2.87 | NA | NA | NA | … | … | -22.00 | 14.42 | -18.34 | 20.88 | 8.27 | -1.83 | 3.31 |
| Sharpe Ratio | NA | -0.49 | -0.18 | 0.10 | NA | NA | NA | … | … | -0.51 | 1.01 | -1.16 | 3.21 | 0.61 | -0.14 | 0.45 |
| Standard Deviation(%) | NA | 43.98 | 27.33 | 22.18 | NA | NA | NA | … | … | 44.78 | 13.56 | 17.02 | 6.35 | 13.12 | 13.18 | 9.82 |
| Draw Down(%) | NA | 32.04 | 32.04 | 32.04 | NA | NA | NA | … | … | 32.04 | 7.56 | 24.16 | 1.98 | 11.56 | 13.00 | 8.16 |
| Yield(%) | 0.00 | 7.73 | 7.02 | 6.53 | 3.42 | 2.28 | 1.71 | … | … | 0.00 | 9.52 | 8.84 | 6.27 | 4.58 | 2.38 | 1.75 |
Data as of 12/17/2020, 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 |
|---|---|---|---|---|
| JLKMX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R1) |
-3.93%
Nov 2017 – Nov 2020 |
2.33%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKMX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R1) |
12.35%
Sep 2015 – Sep 2018 |
9.70%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart