Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKNX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R2) | 12.81% | 27.09% | 18.84% | 8.31% | 11.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKNX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R2) | 03/31/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 27.09 | 18.84 | 8.31 | 11.11 | NA | NA | … | … | 12.81 | 17.93 | 14.97 | 18.24 | -20.01 | 15.28 | 19.74 | 24.23 | -9.33 | 21.10 | 8.36 | -1.49 | 3.50 |
| Sharpe Ratio | NA | 1.98 | 1.14 | 0.37 | 0.59 | NA | NA | … | … | 1.94 | 0.93 | 0.96 | 1.19 | -0.97 | 1.18 | 0.64 | 2.08 | -0.78 | 3.28 | 0.62 | -0.12 | 0.47 |
| Standard Deviation(%) | NA | 12.70 | 13.94 | 15.64 | 16.28 | NA | NA | … | … | 15.68 | 16.28 | 11.78 | 12.32 | 22.10 | 12.91 | 30.21 | 10.96 | 13.73 | 6.26 | 13.11 | 13.23 | 9.93 |
| Draw Down(%) | NA | 9.77 | 16.68 | 28.42 | 32.10 | NA | NA | … | … | 9.77 | 16.68 | 8.11 | 11.78 | 27.17 | 6.05 | 32.10 | 6.39 | 18.80 | 1.89 | 11.55 | 12.90 | 8.07 |
| Yield(%) | 0.00 | 6.71 | 4.92 | 5.78 | 7.56 | 5.36 | 4.02 | … | … | 0.00 | 7.03 | 3.15 | 3.29 | 10.09 | 10.05 | 4.55 | 9.52 | 8.85 | 6.50 | 4.79 | 2.63 | 1.94 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JLKNX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R2) |
0.68%
Mar 2017 – Mar 2020 |
2.48%
Mar 2015 – Mar 2020 |
7.41%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKNX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R2) |
19.69%
Dec 2018 – Dec 2021 |
14.43%
Jun 2016 – Jun 2021 |
11.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart