Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTYX (MULTI-INDEX 2050 LIFETIME PORTFOLIO CLASS R4) | 9.06% | 24.48% | 18.25% | 8.94% | 10.88% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTYX (MULTI-INDEX 2050 LIFETIME PORTFOLIO CLASS R4) | 11/11/2013 | 06/05/2026 |
| 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 (%) | -2.56 | 24.48 | 18.25 | 8.94 | 10.88 | NA | NA | … | … | 9.06 | 19.73 | 15.12 | 18.25 | -18.27 | 18.19 | 15.91 | 24.67 | -8.48 | 26.49 | 1.67 | -2.07 | 6.77 | -0.20 |
| Sharpe Ratio | NA | 2.16 | 1.22 | 0.47 | 0.53 | NA | NA | … | … | 2.00 | 1.05 | 1.00 | 1.20 | -0.92 | 1.47 | 0.50 | 2.14 | -0.71 | 0.35 | 0.15 | -0.15 | 0.64 | -0.12 |
| Standard Deviation(%) | NA | 12.06 | 13.59 | 15.21 | 18.24 | NA | NA | … | … | 14.60 | 16.07 | 11.48 | 12.22 | 21.39 | 12.33 | 31.23 | 10.83 | 13.90 | 73.20 | 10.13 | 14.12 | 10.63 | 12.86 |
| Draw Down(%) | NA | 9.19 | 16.17 | 25.88 | 32.54 | NA | NA | … | … | 9.19 | 16.17 | 7.53 | 11.74 | 25.73 | 5.13 | 32.54 | 6.07 | 18.02 | 0.93 | 10.58 | 13.05 | 7.84 | 3.56 |
| Yield(%) | 0.00 | 3.35 | 2.75 | 3.57 | 5.63 | 4.16 | 3.12 | … | … | 0.00 | 3.52 | 1.75 | 2.25 | 5.50 | 6.27 | 4.37 | 9.75 | 8.54 | 6.02 | 0.00 | 1.64 | 1.55 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JRTYX (MULTI-INDEX 2050 LIFETIME PORTFOLIO CLASS R4) |
2.06%
Dec 2013 – Dec 2016 |
3.24%
Mar 2015 – Mar 2020 |
8.12%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTYX (MULTI-INDEX 2050 LIFETIME PORTFOLIO CLASS R4) |
20.21%
May 2023 – May 2026 |
16.31%
Dec 2016 – Dec 2021 |
11.08%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart