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JLAHX: RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5 (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 11/02/2006 |
| Last Dividend Date: | 12/27/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.51% |
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Performance Analytics (As of 09/23/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -5.8 | 3.0 | -0.1 | 3.0 | 4.2 | 3.7 | 0.1 | 1.9 | 10.2 | -17.6 | 2.7 | 6.3 | 15.3 | -4.1 | 10.8 | 7.4 | -1.1 | 4.4 | 11.1 | 12.8 | 0.1 | 12.6 | 31.5 | -29.6 | 5.7 | 3.9 |
| Sharpe Ratio | NA | -1.8 | -0.06 | -0.3 | 0.21 | NA | 0.26 | -4.36 | -0.26 | 1.1 | -1.59 | 0.38 | 0.44 | 3.36 | -1.05 | 3.78 | 1.19 | -0.17 | 0.9 | 2.12 | 2.23 | 0.01 | 1.16 | 1.9 | -1.3 | 0.26 | 5.25 |
| Draw Down(%) | NA | 6.2 | 8.9 | 22.1 | 22.1 | NA | 42.4 | 0.3 | 6.2 | 5.6 | 17.8 | 5.3 | 18.7 | 2.0 | 8.1 | 0.9 | 5.4 | 7.3 | 4.2 | 5.0 | 4.7 | 12.5 | 8.4 | 17.6 | 39.2 | 7.0 | 0.9 |
| Standard Deviation(%) | NA | 4.9 | 7.4 | 7.7 | 7.5 | NA | 9.9 | 0.6 | 6.6 | 6.0 | 12.0 | 7.0 | 13.6 | 4.1 | 5.2 | 2.7 | 6.1 | 6.4 | 4.9 | 5.2 | 5.8 | 12.3 | 10.8 | 16.5 | 23.4 | 10.0 | 4.6 |
| Treynor Ratio | NA | 0.52 | -0.01 | -0.04 | 0.02 | NA | 0.02 | -19.25 | -0.04 | 0.07 | -0.18 | -0.14 | 0.05 | 0.12 | -0.05 | 0.1 | 0.05 | -0.01 | 0.03 | 0.09 | 0.09 | 0.0 | 0.07 | 0.17 | -0.16 | 0.01 | 0.23 |
| Alpha | NA | -0.03 | -0.02 | -0.02 | -0.01 | NA | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.02 | -0.03 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | -0.04 | -0.02 | 0.01 | -0.04 | -0.02 | 0.06 |
| Beta | NA | -0.17 | 0.65 | 0.54 | 0.82 | NA | 1.28 | 0.0 | 0.39 | 0.95 | 1.08 | -0.19 | 1.28 | 1.17 | 1.19 | 1.05 | 1.36 | 1.39 | 1.37 | 1.19 | 1.4 | 1.85 | 1.81 | 1.84 | 1.94 | 1.79 | 1.06 |
| RSquared | NA | 0.04 | 0.31 | 0.23 | 0.47 | NA | 0.63 | 0.0 | 0.11 | 0.88 | 0.63 | 0.04 | 0.85 | 0.84 | 0.94 | 0.77 | 0.9 | 0.86 | 0.79 | 0.77 | 0.78 | 0.81 | 0.79 | 0.87 | 0.88 | 0.7 | 0.57 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 4.3 | 3.1 | 3.5 | 3.3 | 8.6 | 8.3 | 7.5 | 7.6 | 7.5 | 7.3 | 6.6 | 9.6 | 3.7 | 4.0 | 3.4 | 4.1 | 2.9 | 1.6 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 13.1 | -13.5 | 8.4 | -58.5 | -9.3 | 14.1 | -0.6 | -8.5 | 1.0 | 13.3 | -28.7 | 148.1 | -0.3 | 49.4 | -42.8 | 43.6 | 88.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2006
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