Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLFX (MULTI-INDEX 2010 LIFETIME PORTFOLIO CLASS R4) | 4.64% | 11.56% | 9.18% | 4.01% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLFX (MULTI-INDEX 2010 LIFETIME PORTFOLIO CLASS R4) | 08/17/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 11.56 | 9.18 | 4.01 | NA | NA | NA | … | … | 4.64 | 10.59 | 6.04 | 9.68 | -11.86 | 6.85 | 8.97 | 15.80 | -3.59 | 3.76 |
| Sharpe Ratio | NA | 2.10 | 1.10 | 0.23 | NA | NA | NA | … | … | 1.62 | 1.38 | 0.48 | 0.91 | -1.22 | 1.30 | 0.55 | 3.17 | -0.89 | 4.22 |
| Standard Deviation(%) | NA | 4.49 | 5.66 | 7.02 | NA | NA | NA | … | … | 5.56 | 5.61 | 5.06 | 6.68 | 10.94 | 5.25 | 15.91 | 4.51 | 5.61 | 2.30 |
| Draw Down(%) | NA | 3.76 | 6.00 | 17.35 | NA | NA | NA | … | … | 3.76 | 5.20 | 2.74 | 6.00 | 17.16 | 2.50 | 20.04 | 1.99 | 7.62 | 0.72 |
| Yield(%) | 0.00 | 3.90 | 3.74 | 3.98 | 4.32 | 2.88 | 2.16 | … | … | 0.00 | 4.05 | 3.57 | 3.40 | 4.67 | 6.33 | 5.30 | 5.35 | 7.68 | 5.05 |
Data as of 06/04/2026, Common starting date is 08/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLFX (MULTI-INDEX 2010 LIFETIME PORTFOLIO CLASS R4) |
0.11%
Sep 2019 – Sep 2022 |
2.04%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLFX (MULTI-INDEX 2010 LIFETIME PORTFOLIO CLASS R4) |
10.48%
Dec 2018 – Dec 2021 |
6.42%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart