Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLDX (RETIREMENT LIVING THROUGH II 2010 PORTFOLIO CLASS 1) | 4.64% | 11.67% | 9.33% | 4.16% | 5.85% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLDX (RETIREMENT LIVING THROUGH II 2010 PORTFOLIO CLASS 1) | 11/11/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 11.67 | 9.33 | 4.16 | 5.85 | NA | NA | … | … | 4.64 | 10.71 | 6.15 | 10.02 | -11.76 | 7.07 | 9.14 | 15.92 | -3.46 | 9.86 | 7.98 | -1.61 | 5.74 | -1.40 |
| Sharpe Ratio | NA | 2.12 | 1.12 | 0.25 | 0.56 | NA | NA | … | … | 1.62 | 1.39 | 0.50 | 0.96 | -1.22 | 1.33 | 0.56 | 3.22 | -0.88 | 3.17 | 1.22 | -0.23 | 1.07 | -0.98 |
| Standard Deviation(%) | NA | 4.51 | 5.68 | 6.99 | 7.69 | NA | NA | … | … | 5.56 | 5.64 | 5.06 | 6.66 | 10.85 | 5.30 | 15.86 | 4.48 | 5.54 | 2.92 | 6.37 | 7.00 | 5.35 | 10.19 |
| Draw Down(%) | NA | 3.76 | 5.90 | 17.14 | 20.04 | NA | NA | … | … | 3.76 | 5.20 | 2.76 | 5.90 | 16.97 | 2.49 | 20.04 | 1.99 | 7.44 | 1.33 | 4.75 | 7.58 | 3.91 | 3.24 |
| Yield(%) | 0.00 | 4.01 | 3.89 | 4.13 | 5.08 | 3.76 | 2.82 | … | … | 0.00 | 4.16 | 3.69 | 3.62 | 4.87 | 6.55 | 5.47 | 5.47 | 7.80 | 5.44 | 4.56 | 2.29 | 1.50 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLDX (RETIREMENT LIVING THROUGH II 2010 PORTFOLIO CLASS 1) |
0.28%
Sep 2019 – Sep 2022 |
2.19%
Sep 2017 – Sep 2022 |
4.28%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLDX (RETIREMENT LIVING THROUGH II 2010 PORTFOLIO CLASS 1) |
10.65%
Dec 2018 – Dec 2021 |
7.99%
Feb 2016 – Feb 2021 |
6.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart