Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTIX (MULTI-INDEX 2030 LIFETIME PORTFOLIO CLASS R4) | 8.02% | 19.13% | 13.57% | 6.22% | 8.53% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTIX (MULTI-INDEX 2030 LIFETIME PORTFOLIO CLASS R4) | 11/11/2013 | 06/03/2026 |
| 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 (%) | 0.41 | 19.13 | 13.57 | 6.22 | 8.53 | NA | NA | … | … | 8.02 | 14.83 | 9.55 | 13.59 | -17.15 | 13.76 | 14.03 | 21.96 | -6.90 | 21.95 | 2.07 | -2.02 | 6.59 | -0.40 |
| Sharpe Ratio | NA | 2.16 | 1.14 | 0.33 | 0.54 | NA | NA | … | … | 1.90 | 1.14 | 0.73 | 1.04 | -1.12 | 1.46 | 0.55 | 2.35 | -0.74 | 1.86 | 0.21 | -0.16 | 0.68 | -0.23 |
| Standard Deviation(%) | NA | 7.89 | 9.43 | 11.19 | 12.85 | NA | NA | … | … | 9.59 | 10.52 | 8.14 | 9.62 | 16.72 | 9.39 | 25.11 | 8.71 | 11.21 | 11.24 | 8.94 | 12.86 | 9.65 | 12.65 |
| Draw Down(%) | NA | 5.99 | 10.30 | 23.75 | 27.48 | NA | NA | … | … | 5.99 | 10.25 | 4.30 | 9.99 | 23.49 | 3.96 | 27.48 | 4.74 | 14.88 | 1.59 | 9.46 | 11.99 | 7.14 | 3.57 |
| Yield(%) | 0.00 | 2.78 | 2.87 | 3.74 | 5.45 | 4.01 | 3.01 | … | … | 0.00 | 2.90 | 2.61 | 2.74 | 5.76 | 6.46 | 5.17 | 8.61 | 8.19 | 7.12 | 0.00 | 1.80 | 1.54 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| JRTIX (MULTI-INDEX 2030 LIFETIME PORTFOLIO CLASS R4) |
0.55%
Apr 2021 – Apr 2024 |
2.92%
Mar 2015 – Mar 2020 |
6.40%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTIX (MULTI-INDEX 2030 LIFETIME PORTFOLIO CLASS R4) |
16.52%
Dec 2018 – Dec 2021 |
12.73%
May 2016 – May 2021 |
9.43%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart