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JLHAX: RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS A (MUTUAL FUND)
Basic Info 11.56 0.3(2.53%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 11/01/2006 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 9.07% |
| Expenses | 0.71% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 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(%) | -2.3 | 7.0 | 18.8 | 14.3 | 1.0 | 6.5 | 6.4 | 5.6 | 16.1 | 11.1 | 15.5 | -32.2 | 6.6 | 13.7 | 22.9 | -8.6 | 19.7 | 8.2 | -1.6 | 5.1 | 23.0 | 15.3 | -5.6 | 15.4 | 36.2 | -40.4 | 9.0 | 5.2 |
| Sharpe Ratio | NA | 1.85 | 2.06 | 1.13 | -0.06 | 0.33 | NA | 0.25 | 1.07 | 0.79 | 1.13 | -1.3 | 0.51 | 0.5 | 2.19 | -0.81 | 3.26 | 0.63 | -0.12 | 0.5 | 2.34 | 1.26 | -0.25 | 0.79 | 1.35 | -1.07 | 0.36 | 4.58 |
| Draw Down(%) | NA | 7.7 | 7.7 | 12.7 | 38.2 | 38.2 | NA | 56.4 | 12.7 | 5.7 | 10.7 | 32.9 | 8.0 | 29.1 | 5.7 | 17.3 | 1.7 | 11.4 | 12.9 | 8.0 | 6.3 | 10.4 | 22.1 | 15.1 | 25.0 | 51.3 | 11.3 | 1.6 |
| Standard Deviation(%) | NA | 12.1 | 9.7 | 11.0 | 15.5 | 15.3 | NA | 18.0 | 12.4 | 9.5 | 10.6 | 26.0 | 12.9 | 26.7 | 9.8 | 12.5 | 5.9 | 12.7 | 13.1 | 10.1 | 9.8 | 12.1 | 22.7 | 19.3 | 26.8 | 38.4 | 16.4 | 7.5 |
| Treynor Ratio | NA | 0.2 | 0.18 | 0.11 | -0.01 | 0.05 | NA | 0.04 | 0.12 | 0.07 | 0.11 | -0.29 | 0.06 | 0.12 | 0.19 | -0.09 | 0.17 | 0.07 | -0.01 | 0.05 | 0.23 | 0.15 | -0.05 | 0.14 | 0.34 | -0.41 | 0.05 | 0.34 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.06 | -0.03 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | -0.03 | 0.0 | 0.02 |
| Beta | NA | 1.1 | 1.09 | 1.09 | 1.13 | 1.09 | NA | 1.06 | 1.11 | 1.1 | 1.11 | 1.16 | 1.12 | 1.09 | 1.15 | 1.08 | 1.13 | 1.11 | 1.1 | 1.08 | 1.0 | 1.04 | 1.06 | 1.13 | 1.07 | 1.0 | 1.11 | 1.01 |
| RSquared | NA | 0.99 | 0.99 | 0.94 | 0.72 | 0.82 | NA | 0.9 | 0.97 | 0.98 | 0.93 | 0.59 | 0.67 | 0.97 | 0.98 | 0.99 | 0.96 | 0.99 | 0.99 | 0.93 | 0.95 | 0.98 | 0.99 | 0.96 | 0.99 | 0.9 | 0.96 | 0.86 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 9.4 | 2.9 | 2.8 | 0.9 | 3.0 | 2.0 | 12.3 | 10.4 | 10.0 | 7.0 | 5.9 | 5.3 | 4.4 | 6.2 | 1.3 | 1.6 | 1.9 | 1.7 | 2.2 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 250.9 | 14.8 | 120.6 | -70.0 | 64.5 | -81.7 | -5.7 | 15.0 | 47.6 | 8.3 | 12.9 | 38.6 | -23.3 | 332.6 | -7.7 | 16.3 | -35.6 | -17.0 | 42.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/2006
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