Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTJX (RETIREMENT LIVING THROUGH II 2030 PORTFOLIO CLASS R6) | 8.39% | 19.34% | 13.96% | 6.37% | 9.08% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTJX (RETIREMENT LIVING THROUGH II 2030 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 (%) | 0.34 | 19.34 | 13.96 | 6.37 | 9.08 | NA | NA | … | … | 8.39 | 15.19 | 9.72 | 13.85 | -16.94 | 14.12 | 14.38 | 22.06 | -6.73 | 17.29 | 9.89 | -1.86 | 6.84 | -0.40 |
| Sharpe Ratio | NA | 2.20 | 1.17 | 0.36 | 0.60 | NA | NA | … | … | 1.94 | 1.18 | 0.74 | 1.07 | -1.10 | 1.51 | 0.56 | 2.37 | -0.73 | 3.17 | 0.83 | -0.15 | 0.72 | -0.23 |
| Standard Deviation(%) | NA | 7.89 | 9.44 | 11.18 | 12.62 | NA | NA | … | … | 9.60 | 10.48 | 8.20 | 9.58 | 16.73 | 9.31 | 25.10 | 8.68 | 11.09 | 5.27 | 11.64 | 12.83 | 9.49 | 12.69 |
| Draw Down(%) | NA | 5.98 | 10.25 | 23.58 | 27.51 | NA | NA | … | … | 5.98 | 10.25 | 4.30 | 9.89 | 23.34 | 3.89 | 27.51 | 4.74 | 14.65 | 1.51 | 9.36 | 11.90 | 7.04 | 3.57 |
| Yield(%) | 0.00 | 3.03 | 3.14 | 3.93 | 5.99 | 4.44 | 3.33 | … | … | 0.00 | 3.17 | 2.88 | 3.00 | 5.98 | 6.73 | 5.42 | 8.81 | 8.38 | 7.59 | 3.73 | 1.97 | 1.80 | 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 |
|---|---|---|---|---|
| JRTJX (RETIREMENT LIVING THROUGH II 2030 PORTFOLIO CLASS R6) |
0.80%
Apr 2021 – Apr 2024 |
3.32%
Mar 2015 – Mar 2020 |
6.51%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTJX (RETIREMENT LIVING THROUGH II 2030 PORTFOLIO CLASS R6) |
16.80%
Dec 2018 – Dec 2021 |
12.23%
Oct 2016 – Oct 2021 |
9.64%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart