Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLOX (RETIREMENT LIVING THROUGH II 2020 PORTFOLIO CLASS 1) | 6.17% | 14.70% | 11.02% | 4.87% | 7.03% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLOX (RETIREMENT LIVING THROUGH II 2020 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 (%) | 0.24 | 14.70 | 11.02 | 4.87 | 7.03 | NA | NA | … | … | 6.17 | 12.46 | 7.20 | 11.13 | -13.92 | 9.54 | 10.92 | 18.34 | -4.74 | 12.72 | 9.00 | -1.71 | 6.17 | -0.80 |
| Sharpe Ratio | NA | 2.14 | 1.12 | 0.29 | 0.57 | NA | NA | … | … | 1.76 | 1.26 | 0.57 | 0.95 | -1.18 | 1.41 | 0.55 | 2.73 | -0.78 | 3.11 | 1.01 | -0.18 | 0.83 | -0.51 |
| Standard Deviation(%) | NA | 5.87 | 7.22 | 8.63 | 9.63 | NA | NA | … | … | 7.26 | 7.64 | 6.32 | 7.92 | 13.02 | 6.75 | 19.47 | 6.18 | 7.86 | 3.90 | 8.71 | 9.53 | 7.43 | 11.33 |
| Draw Down(%) | NA | 4.70 | 7.65 | 19.89 | 22.90 | NA | NA | … | … | 4.70 | 7.05 | 3.38 | 7.65 | 19.68 | 3.01 | 22.90 | 3.05 | 10.52 | 1.36 | 7.06 | 9.38 | 5.46 | 3.40 |
| Yield(%) | 0.00 | 3.67 | 3.62 | 4.00 | 5.43 | 4.02 | 3.01 | … | … | 0.00 | 3.82 | 3.36 | 3.41 | 4.33 | 7.32 | 5.74 | 7.38 | 7.55 | 6.46 | 3.86 | 1.95 | 1.48 | 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 |
|---|---|---|---|---|
| JRLOX (RETIREMENT LIVING THROUGH II 2020 PORTFOLIO CLASS 1) |
0.33%
Apr 2021 – Apr 2024 |
2.64%
Sep 2017 – Sep 2022 |
5.07%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLOX (RETIREMENT LIVING THROUGH II 2020 PORTFOLIO CLASS 1) |
12.87%
Dec 2018 – Dec 2021 |
9.68%
Feb 2016 – Feb 2021 |
7.61%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart