Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTBX (RETIREMENT LIVING THROUGH II 2025 PORTFOLIO CLASS 1) | 5.23% | 14.60% | 11.39% | 4.97% | 7.75% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTBX (RETIREMENT LIVING THROUGH II 2025 PORTFOLIO CLASS 1) | 11/11/2013 | 06/05/2026 |
| 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 (%) | -1.43 | 14.60 | 11.39 | 4.97 | 7.75 | NA | NA | … | … | 5.23 | 13.33 | 8.05 | 12.11 | -15.51 | 11.99 | 12.96 | 20.20 | -5.84 | 15.03 | 9.44 | -1.81 | 6.57 | -0.50 |
| Sharpe Ratio | NA | 2.17 | 1.13 | 0.30 | 0.57 | NA | NA | … | … | 1.84 | 1.23 | 0.63 | 0.99 | -1.15 | 1.47 | 0.56 | 2.51 | -0.76 | 3.14 | 0.91 | -0.16 | 0.75 | -0.30 |
| Standard Deviation(%) | NA | 6.54 | 8.01 | 9.70 | 11.08 | NA | NA | … | … | 8.05 | 8.53 | 7.01 | 8.65 | 14.79 | 8.13 | 22.41 | 7.46 | 9.58 | 4.60 | 10.15 | 11.23 | 8.69 | 12.05 |
| Draw Down(%) | NA | 5.10 | 8.71 | 21.75 | 25.35 | NA | NA | … | … | 5.10 | 8.04 | 3.76 | 8.71 | 21.54 | 3.50 | 25.35 | 3.88 | 12.72 | 1.43 | 8.20 | 10.65 | 6.44 | 3.48 |
| Yield(%) | 0.00 | 3.41 | 3.42 | 3.95 | 5.76 | 4.26 | 3.20 | … | … | 0.00 | 3.55 | 3.17 | 3.23 | 5.09 | 6.89 | 5.87 | 8.20 | 8.19 | 7.05 | 3.85 | 1.92 | 1.60 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JRTBX (RETIREMENT LIVING THROUGH II 2025 PORTFOLIO CLASS 1) |
0.39%
Apr 2021 – Apr 2024 |
3.15%
Mar 2015 – Mar 2020 |
5.77%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTBX (RETIREMENT LIVING THROUGH II 2025 PORTFOLIO CLASS 1) |
14.99%
Dec 2018 – Dec 2021 |
10.99%
Feb 2016 – Feb 2021 |
8.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart