Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLVX (RETIREMENT LIVING THROUGH II 2045 PORTFOLIO CLASS R6) | 11.90% | 26.84% | 18.85% | 9.32% | 11.54% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLVX (RETIREMENT LIVING THROUGH II 2045 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 (%) | 0.49 | 26.84 | 18.85 | 9.32 | 11.54 | NA | NA | … | … | 11.90 | 19.25 | 14.50 | 18.00 | -18.06 | 18.45 | 16.23 | 25.01 | -8.33 | 20.35 | 10.40 | -1.98 | 6.95 | -0.20 |
| Sharpe Ratio | NA | 2.22 | 1.23 | 0.47 | 0.62 | NA | NA | … | … | 2.06 | 1.08 | 0.99 | 1.21 | -0.93 | 1.50 | 0.51 | 2.17 | -0.70 | 3.12 | 0.77 | -0.14 | 0.65 | -0.11 |
| Standard Deviation(%) | NA | 11.27 | 12.95 | 14.76 | 16.04 | NA | NA | … | … | 13.65 | 15.23 | 11.02 | 11.92 | 21.08 | 12.32 | 31.20 | 10.83 | 13.86 | 6.34 | 13.25 | 14.23 | 10.59 | 13.33 |
| Draw Down(%) | NA | 8.50 | 15.27 | 25.64 | 32.53 | NA | NA | … | … | 8.50 | 15.27 | 7.05 | 11.61 | 25.50 | 5.13 | 32.53 | 6.04 | 17.92 | 1.80 | 10.60 | 13.05 | 7.83 | 3.65 |
| Yield(%) | 0.00 | 3.89 | 3.21 | 3.98 | 6.41 | 4.73 | 3.55 | … | … | 0.00 | 4.10 | 2.13 | 2.59 | 6.07 | 6.77 | 4.71 | 10.33 | 8.97 | 7.61 | 3.69 | 1.83 | 1.83 | 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 |
|---|---|---|---|---|
| JRLVX (RETIREMENT LIVING THROUGH II 2045 PORTFOLIO CLASS R6) |
1.17%
Mar 2017 – Mar 2020 |
3.02%
Mar 2015 – Mar 2020 |
7.83%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLVX (RETIREMENT LIVING THROUGH II 2045 PORTFOLIO CLASS R6) |
19.84%
Dec 2018 – Dec 2021 |
14.26%
Oct 2016 – Oct 2021 |
11.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart