Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTMX (MULTI-INDEX 2035 LIFETIME PORTFOLIO CLASS R4) | 9.59% | 21.96% | 15.47% | 7.14% | 7.69% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTMX (MULTI-INDEX 2035 LIFETIME PORTFOLIO CLASS R4) | 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 21.96 | 15.47 | 7.14 | 7.69 | NA | NA | … | … | 9.59 | 16.54 | 11.03 | 15.26 | -17.97 | 15.75 | 15.09 | 19.96 | -2.11 | 6.64 | -0.10 |
| Sharpe Ratio | NA | 2.17 | 1.17 | 0.38 | 0.42 | NA | NA | … | … | 1.94 | 1.12 | 0.80 | 1.11 | -1.06 | 1.51 | 0.54 | 0.48 | -0.15 | 0.64 | -0.06 |
| Standard Deviation(%) | NA | 9.23 | 10.79 | 12.54 | 14.74 | NA | NA | … | … | 11.26 | 12.25 | 9.25 | 10.55 | 18.38 | 10.42 | 27.58 | 10.57 | 13.81 | 10.35 | 13.14 |
| Draw Down(%) | NA | 7.06 | 12.18 | 24.97 | 29.63 | NA | NA | … | … | 7.06 | 12.18 | 5.04 | 10.75 | 24.73 | 4.39 | 29.63 | 5.36 | 12.81 | 7.66 | 3.65 |
| Yield(%) | 0.00 | 2.73 | 2.72 | 3.54 | 3.80 | 2.88 | 2.16 | … | … | 0.00 | 2.87 | 2.32 | 2.55 | 5.49 | 6.26 | 5.15 | 8.92 | 1.70 | 1.62 | 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 |
|---|---|---|---|---|
| JRTMX (MULTI-INDEX 2035 LIFETIME PORTFOLIO CLASS R4) |
-1.85%
Mar 2017 – Mar 2020 |
4.51%
Jun 2017 – Jun 2022 |
7.47%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTMX (MULTI-INDEX 2035 LIFETIME PORTFOLIO CLASS R4) |
16.91%
Dec 2018 – Dec 2021 |
11.39%
Mar 2020 – Mar 2025 |
8.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart