Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLIX (RETIREMENT LIVING THROUGH II 2015 PORTFOLIO CLASS 1) | 5.08% | 13.12% | 10.08% | 4.57% | 6.38% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLIX (RETIREMENT LIVING THROUGH II 2015 PORTFOLIO CLASS 1) | 11/11/2013 | 06/03/2026 |
| 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 (%) | 0.26 | 13.12 | 10.08 | 4.57 | 6.38 | NA | NA | … | … | 5.08 | 11.54 | 6.85 | 10.53 | -12.87 | 8.29 | 9.77 | 17.03 | -3.93 | 10.96 | 8.43 | -1.75 | 5.69 | -1.20 |
| Sharpe Ratio | NA | 2.15 | 1.12 | 0.27 | 0.56 | NA | NA | … | … | 1.68 | 1.31 | 0.57 | 0.95 | -1.20 | 1.37 | 0.54 | 3.00 | -0.81 | 3.15 | 1.12 | -0.22 | 0.91 | -0.81 |
| Standard Deviation(%) | NA | 5.11 | 6.43 | 7.81 | 8.59 | NA | NA | … | … | 6.34 | 6.64 | 5.63 | 7.30 | 11.95 | 6.03 | 17.49 | 5.19 | 6.57 | 3.28 | 7.35 | 8.13 | 6.23 | 10.65 |
| Draw Down(%) | NA | 4.21 | 6.85 | 18.63 | 21.29 | NA | NA | … | … | 4.21 | 6.07 | 3.04 | 6.85 | 18.44 | 2.85 | 21.29 | 2.39 | 8.70 | 1.39 | 5.73 | 8.47 | 4.56 | 3.33 |
| Yield(%) | 0.00 | 4.00 | 3.78 | 4.00 | 5.27 | 3.87 | 2.90 | … | … | 0.00 | 4.15 | 3.55 | 3.40 | 4.16 | 6.78 | 6.14 | 7.44 | 6.86 | 6.42 | 3.93 | 2.04 | 1.37 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| JRLIX (RETIREMENT LIVING THROUGH II 2015 PORTFOLIO CLASS 1) |
0.35%
Apr 2021 – Apr 2024 |
2.36%
Sep 2017 – Sep 2022 |
4.60%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLIX (RETIREMENT LIVING THROUGH II 2015 PORTFOLIO CLASS 1) |
11.63%
Dec 2018 – Dec 2021 |
8.67%
Feb 2016 – Feb 2021 |
6.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart