Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTKX (RETIREMENT LIVING THROUGH II 2035 PORTFOLIO CLASS 1) | 9.66% | 22.18% | 15.72% | 7.35% | 10.03% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTKX (RETIREMENT LIVING THROUGH II 2035 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 (%) | 0.37 | 22.18 | 15.72 | 7.35 | 10.03 | NA | NA | … | … | 9.66 | 16.85 | 11.26 | 15.38 | -17.72 | 15.90 | 15.38 | 23.48 | -7.66 | 18.86 | 10.13 | -1.98 | 7.00 | -0.20 |
| Sharpe Ratio | NA | 2.22 | 1.19 | 0.40 | 0.60 | NA | NA | … | … | 1.98 | 1.15 | 0.83 | 1.12 | -1.04 | 1.51 | 0.55 | 2.26 | -0.72 | 3.16 | 0.78 | -0.15 | 0.67 | -0.12 |
| Standard Deviation(%) | NA | 9.12 | 10.76 | 12.53 | 14.04 | NA | NA | … | … | 11.11 | 12.22 | 9.25 | 10.52 | 18.40 | 10.49 | 27.63 | 9.75 | 12.68 | 5.78 | 12.77 | 13.87 | 10.35 | 13.00 |
| Draw Down(%) | NA | 7.06 | 12.11 | 24.78 | 29.65 | NA | NA | … | … | 7.06 | 12.11 | 5.03 | 10.74 | 24.58 | 4.38 | 29.65 | 5.45 | 16.51 | 1.65 | 10.21 | 12.71 | 7.65 | 3.65 |
| Yield(%) | 0.00 | 2.94 | 2.95 | 3.73 | 6.10 | 4.51 | 3.39 | … | … | 0.00 | 3.09 | 2.54 | 2.77 | 5.67 | 6.50 | 5.35 | 9.79 | 8.85 | 7.56 | 3.71 | 1.83 | 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 |
|---|---|---|---|---|
| JRTKX (RETIREMENT LIVING THROUGH II 2035 PORTFOLIO CLASS 1) |
1.21%
Apr 2021 – Apr 2024 |
3.20%
Mar 2015 – Mar 2020 |
7.06%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTKX (RETIREMENT LIVING THROUGH II 2035 PORTFOLIO CLASS 1) |
18.20%
Dec 2018 – Dec 2021 |
13.20%
Oct 2016 – Oct 2021 |
10.56%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart