Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLLX (RETIREMENT LIVING THROUGH II 2015 PORTFOLIO CLASS R6) | 5.35% | 13.14% | 10.22% | 4.53% | 6.42% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLLX (RETIREMENT LIVING THROUGH II 2015 PORTFOLIO CLASS R6) | 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 (%) | 0.26 | 13.14 | 10.22 | 4.53 | 6.42 | NA | NA | … | … | 5.35 | 11.58 | 6.79 | 10.68 | -12.86 | 8.33 | 9.82 | 17.08 | -3.88 | 11.02 | 8.48 | -1.70 | 5.74 | -1.20 |
| Sharpe Ratio | NA | 2.11 | 1.13 | 0.27 | 0.56 | NA | NA | … | … | 1.66 | 1.33 | 0.56 | 0.98 | -1.19 | 1.37 | 0.55 | 3.01 | -0.80 | 3.20 | 1.12 | -0.21 | 0.92 | -0.80 |
| Standard Deviation(%) | NA | 5.19 | 6.41 | 7.82 | 8.59 | NA | NA | … | … | 6.40 | 6.56 | 5.66 | 7.26 | 12.02 | 6.06 | 17.45 | 5.19 | 6.61 | 3.25 | 7.38 | 8.07 | 6.24 | 10.72 |
| Draw Down(%) | NA | 4.21 | 6.75 | 18.51 | 21.29 | NA | NA | … | … | 4.21 | 6.07 | 3.04 | 6.75 | 18.35 | 2.76 | 21.29 | 2.39 | 8.61 | 1.30 | 5.63 | 8.37 | 4.65 | 3.33 |
| Yield(%) | 0.00 | 4.02 | 3.83 | 4.01 | 5.30 | 3.91 | 2.93 | … | … | 0.00 | 4.18 | 3.59 | 3.44 | 4.17 | 6.82 | 6.19 | 7.49 | 6.91 | 6.48 | 3.98 | 2.09 | 1.42 | 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 |
|---|---|---|---|---|
| JRLLX (RETIREMENT LIVING THROUGH II 2015 PORTFOLIO CLASS R6) |
0.38%
Apr 2021 – Apr 2024 |
2.40%
Sep 2017 – Sep 2022 |
4.64%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLLX (RETIREMENT LIVING THROUGH II 2015 PORTFOLIO CLASS R6) |
11.68%
Dec 2018 – Dec 2021 |
8.72%
Feb 2016 – Feb 2021 |
6.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart