Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLQX (RETIREMENT LIVING THROUGH II 2045 PORTFOLIO CLASS 1) | 11.90% | 26.81% | 18.79% | 9.28% | 20.94% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLQX (RETIREMENT LIVING THROUGH II 2045 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 (%) | 0.55 | 26.81 | 18.79 | 9.28 | 20.94 | NA | NA | … | … | 11.90 | 19.13 | 14.46 | 17.95 | -18.09 | 18.41 | 16.18 | 182.08 | -8.39 | 20.29 | 10.35 | -2.03 | 6.89 | -0.20 |
| Sharpe Ratio | NA | 2.21 | 1.23 | 0.46 | 0.98 | NA | NA | … | … | 2.05 | 1.08 | 0.98 | 1.21 | -0.92 | 1.49 | 0.51 | 4.86 | -0.70 | 3.14 | 0.77 | -0.14 | 0.65 | -0.11 |
| Standard Deviation(%) | NA | 11.27 | 12.94 | 14.77 | 19.67 | NA | NA | … | … | 13.65 | 15.18 | 11.01 | 11.91 | 21.18 | 12.34 | 31.26 | 37.13 | 13.93 | 6.28 | 13.20 | 14.21 | 10.52 | 13.34 |
| Draw Down(%) | NA | 8.50 | 15.21 | 25.69 | 32.47 | NA | NA | … | … | 8.50 | 15.21 | 7.05 | 11.61 | 25.57 | 5.13 | 32.47 | 6.05 | 17.93 | 1.88 | 10.60 | 13.06 | 7.83 | 3.65 |
| Yield(%) | 0.00 | 3.85 | 3.16 | 3.94 | 14.19 | 10.17 | 7.63 | … | … | 0.00 | 4.06 | 2.09 | 2.54 | 6.03 | 6.72 | 4.66 | 92.35 | 8.92 | 7.56 | 3.63 | 1.78 | 1.77 | 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 |
|---|---|---|---|---|
| JRLQX (RETIREMENT LIVING THROUGH II 2045 PORTFOLIO CLASS 1) |
2.39%
Apr 2021 – Apr 2024 |
4.95%
Dec 2013 – Dec 2018 |
16.92%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLQX (RETIREMENT LIVING THROUGH II 2045 PORTFOLIO CLASS 1) |
57.14%
Dec 2018 – Dec 2021 |
34.41%
Oct 2016 – Oct 2021 |
21.34%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart