Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLPX (MULTI-INDEX 2020 LIFETIME PORTFOLIO CLASS R4) | 6.17% | 14.50% | 10.78% | 4.66% | 6.47% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLPX (MULTI-INDEX 2020 LIFETIME PORTFOLIO CLASS R4) | 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 (%) | 0.32 | 14.50 | 10.78 | 4.66 | 6.47 | NA | NA | … | … | 6.17 | 12.16 | 7.00 | 10.80 | -14.09 | 9.41 | 10.63 | 18.26 | -4.95 | 14.86 | 3.18 | -1.84 | 5.96 | -0.80 |
| Sharpe Ratio | NA | 2.15 | 1.10 | 0.26 | 0.46 | NA | NA | … | … | 1.78 | 1.24 | 0.54 | 0.92 | -1.19 | 1.39 | 0.53 | 2.73 | -0.80 | 0.30 | 0.46 | -0.20 | 0.80 | -0.51 |
| Standard Deviation(%) | NA | 5.79 | 7.14 | 8.60 | 10.72 | NA | NA | … | … | 7.21 | 7.49 | 6.25 | 7.85 | 13.11 | 6.74 | 19.38 | 6.14 | 7.92 | 46.95 | 6.62 | 9.54 | 7.44 | 11.36 |
| Draw Down(%) | NA | 4.71 | 7.75 | 20.09 | 22.88 | NA | NA | … | … | 4.71 | 7.06 | 3.48 | 7.75 | 19.83 | 3.10 | 22.88 | 3.05 | 10.59 | 0.34 | 7.06 | 9.48 | 5.46 | 3.40 |
| Yield(%) | 0.00 | 3.46 | 3.40 | 3.82 | 4.90 | 3.62 | 2.72 | … | … | 0.00 | 3.61 | 3.16 | 3.19 | 4.15 | 7.08 | 5.55 | 7.18 | 7.43 | 5.69 | 0.00 | 1.82 | 1.26 | 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 |
|---|---|---|---|---|
| JRLPX (MULTI-INDEX 2020 LIFETIME PORTFOLIO CLASS R4) |
0.09%
Apr 2021 – Apr 2024 |
3.12%
Sep 2018 – Sep 2023 |
5.42%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLPX (MULTI-INDEX 2020 LIFETIME PORTFOLIO CLASS R4) |
12.70%
Dec 2018 – Dec 2021 |
10.03%
Jan 2017 – Jan 2022 |
6.39%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart