Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTNX (RETIREMENT LIVING THROUGH II 2035 PORTFOLIO CLASS R6) | 9.73% | 22.23% | 15.77% | 7.40% | 10.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTNX (RETIREMENT LIVING THROUGH II 2035 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 (%) | 0.44 | 22.23 | 15.77 | 7.40 | 10.09 | NA | NA | … | … | 9.73 | 16.91 | 11.23 | 15.54 | -17.76 | 15.95 | 15.43 | 23.54 | -7.61 | 19.02 | 10.20 | -1.94 | 7.01 | -0.20 |
| Sharpe Ratio | NA | 2.21 | 1.20 | 0.40 | 0.61 | NA | NA | … | … | 1.98 | 1.15 | 0.82 | 1.13 | -1.05 | 1.54 | 0.55 | 2.25 | -0.71 | 3.15 | 0.78 | -0.14 | 0.67 | -0.12 |
| Standard Deviation(%) | NA | 9.17 | 10.75 | 12.54 | 14.04 | NA | NA | … | … | 11.15 | 12.22 | 9.25 | 10.57 | 18.42 | 10.37 | 27.64 | 9.79 | 12.63 | 5.86 | 12.72 | 13.80 | 10.37 | 13.05 |
| Draw Down(%) | NA | 7.00 | 12.11 | 24.75 | 29.65 | NA | NA | … | … | 7.00 | 12.11 | 5.03 | 10.74 | 24.53 | 4.38 | 29.65 | 5.37 | 16.37 | 1.65 | 10.22 | 12.80 | 7.65 | 3.65 |
| Yield(%) | 0.00 | 2.99 | 3.00 | 3.77 | 6.16 | 4.56 | 3.42 | … | … | 0.00 | 3.14 | 2.59 | 2.82 | 5.70 | 6.55 | 5.40 | 9.85 | 8.90 | 7.63 | 3.77 | 1.87 | 1.88 | 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 |
|---|---|---|---|---|
| JRTNX (RETIREMENT LIVING THROUGH II 2035 PORTFOLIO CLASS R6) |
1.26%
Apr 2021 – Apr 2024 |
3.27%
Mar 2015 – Mar 2020 |
7.11%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTNX (RETIREMENT LIVING THROUGH II 2035 PORTFOLIO CLASS R6) |
18.25%
Dec 2018 – Dec 2021 |
13.26%
Oct 2016 – Oct 2021 |
10.61%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart