Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLKOX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS 1) | 9.21% | 11.60% | 8.65% | 5.13% | 6.18% | NA | NA | 6.87% |
Data as of 07/17/2025, AR inception is 04/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKOX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS 1) | 04/29/2011 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 11.60 | 8.65 | 5.13 | 6.18 | NA | NA | 6.87 | 9.21 | 11.93 | 17.16 | -31.37 | 8.67 | 17.02 | 24.74 | -8.99 | 21.51 | 8.76 | -1.37 | 5.70 | 23.89 | 15.75 | -12.41 |
| Sharpe Ratio | NA | 0.47 | 0.27 | 0.18 | 0.28 | NA | NA | 0.35 | 0.71 | 0.43 | 1.05 | -1.18 | 0.60 | 0.55 | 2.13 | -0.76 | 3.34 | 0.65 | -0.11 | 0.56 | 2.38 | 1.31 | -0.68 |
| Standard Deviation(%) | NA | 17.30 | 18.32 | 17.91 | 17.44 | NA | NA | 16.62 | 20.28 | 12.42 | 12.42 | 27.73 | 14.41 | 30.38 | 10.94 | 13.68 | 6.27 | 13.19 | 13.26 | 10.22 | 10.04 | 12.09 | 26.35 |
| Draw Down(%) | NA | 16.64 | 22.17 | 37.59 | 37.59 | NA | NA | 37.59 | 16.64 | 8.13 | 11.72 | 32.39 | 8.00 | 32.04 | 6.42 | 18.49 | 1.96 | 11.57 | 12.82 | 8.08 | 6.18 | 10.38 | 22.03 |
| Yield(%) | 0.00 | 3.18 | 2.23 | 2.51 | 4.97 | 4.99 | 3.74 | 5.35 | 0.00 | 3.63 | 2.21 | 0.98 | 3.49 | 2.20 | 10.89 | 10.31 | 7.55 | 6.69 | 5.19 | 4.94 | 4.28 | 2.83 | 1.56 |
Data as of 07/17/2025, AR inception is 04/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKOX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS 1) |
-6.18%
Apr 2021 - Apr 2024 |
-0.18%
Dec 2017 - Dec 2022 |
3.85%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKOX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS 1) |
17.57%
Sep 2011 - Sep 2014 |
14.24%
Jun 2016 - Jun 2021 |
12.23%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart