Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKTX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R6) | 13.05% | 27.68% | 19.44% | 8.86% | 11.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKTX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R6) | 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 | 27.68 | 19.44 | 8.86 | 11.64 | NA | NA | … | … | 13.05 | 18.58 | 15.45 | 18.83 | -19.60 | 15.86 | 20.39 | 24.91 | -8.94 | 21.54 | 8.70 | -1.24 | 3.89 |
| Sharpe Ratio | NA | 2.02 | 1.18 | 0.41 | 0.62 | NA | NA | … | … | 1.98 | 0.96 | 1.00 | 1.24 | -0.96 | 1.23 | 0.66 | 2.13 | -0.76 | 3.33 | 0.65 | -0.09 | 0.52 |
| Standard Deviation(%) | NA | 12.78 | 14.00 | 15.66 | 16.29 | NA | NA | … | … | 15.79 | 16.35 | 11.84 | 12.37 | 22.05 | 12.89 | 30.27 | 10.98 | 13.66 | 6.30 | 13.08 | 13.36 | 9.96 |
| Draw Down(%) | NA | 9.72 | 16.68 | 28.07 | 32.13 | NA | NA | … | … | 9.72 | 16.68 | 8.06 | 11.71 | 26.87 | 6.01 | 32.13 | 6.37 | 18.47 | 1.98 | 11.55 | 12.80 | 8.04 |
| Yield(%) | 0.00 | 7.18 | 5.48 | 6.18 | 8.08 | 5.76 | 4.32 | … | … | 0.00 | 7.54 | 3.70 | 3.82 | 10.48 | 10.58 | 5.03 | 10.09 | 9.31 | 6.83 | 5.14 | 2.89 | 2.34 |
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 |
|---|---|---|---|---|
| JLKTX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R6) |
1.15%
Mar 2017 – Mar 2020 |
2.88%
Mar 2015 – Mar 2020 |
7.89%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKTX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R6) |
20.33%
Dec 2018 – Dec 2021 |
14.95%
Jun 2016 – Jun 2021 |
11.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart