Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKWX (MULTI-INDEX 2055 LIFETIME PORTFOLIO CLASS R4) | 12.34% | 27.95% | 19.44% | 9.58% | 11.23% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKWX (MULTI-INDEX 2055 LIFETIME PORTFOLIO CLASS R4) | 03/28/2014 | 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 (%) | 0.53 | 27.95 | 19.44 | 9.58 | 11.23 | NA | NA | … | … | 12.34 | 19.77 | 15.14 | 18.15 | -18.24 | 18.09 | 15.87 | 24.86 | -8.45 | 26.57 | 1.58 | -2.02 | 6.24 |
| Sharpe Ratio | NA | 2.17 | 1.22 | 0.47 | 0.53 | NA | NA | … | … | 2.01 | 1.05 | 1.00 | 1.20 | -0.92 | 1.47 | 0.50 | 2.16 | -0.71 | 0.38 | 0.14 | -0.15 | 0.82 |
| Standard Deviation(%) | NA | 12.04 | 13.61 | 15.22 | 18.15 | NA | NA | … | … | 14.58 | 16.13 | 11.51 | 12.17 | 21.38 | 12.30 | 31.24 | 10.84 | 13.87 | 66.91 | 10.10 | 14.12 | 10.11 |
| Draw Down(%) | NA | 9.16 | 16.18 | 25.92 | 32.53 | NA | NA | … | … | 9.16 | 16.18 | 7.55 | 11.81 | 25.77 | 5.15 | 32.53 | 6.13 | 18.00 | 1.01 | 10.55 | 13.06 | 7.81 |
| Yield(%) | 0.00 | 3.71 | 2.91 | 3.70 | 5.73 | 4.22 | 3.16 | … | … | 0.00 | 3.91 | 1.75 | 2.24 | 5.89 | 6.17 | 4.05 | 9.65 | 8.60 | 6.48 | 0.00 | 1.53 | 1.58 |
Data as of 06/04/2026, Common starting date is 03/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKWX (MULTI-INDEX 2055 LIFETIME PORTFOLIO CLASS R4) |
2.46%
Apr 2021 – Apr 2024 |
3.28%
Mar 2015 – Mar 2020 |
8.12%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKWX (MULTI-INDEX 2055 LIFETIME PORTFOLIO CLASS R4) |
20.21%
May 2023 – May 2026 |
16.33%
Dec 2016 – Dec 2021 |
11.09%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart