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JLHOX: RETIREMENT LIVING THROUGH 2035 PORTFOLIO CLASS 1 (MUTUAL FUND)
Basic Info 11.71 0.3(2.50%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 10/31/2006 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 9.33% |
| Expenses | 0.71% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/31/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 7.2 | 19.3 | 14.8 | 1.3 | 6.8 | 6.9 | 5.9 | 16.5 | 11.5 | 16.0 | -31.8 | 7.0 | 14.1 | 23.3 | -8.3 | 20.2 | 8.7 | -1.4 | 5.6 | 23.6 | 15.7 | -5.1 | 16.0 | 36.8 | -40.1 | 9.3 | 4.6 |
| Sharpe Ratio | NA | 1.21 | 1.65 | 1.04 | -0.08 | 0.34 | NA | 0.27 | 1.09 | 0.83 | 1.17 | -1.28 | 0.54 | 0.52 | 2.24 | -0.78 | 3.38 | 0.67 | -0.11 | 0.55 | 2.37 | 1.3 | -0.23 | 0.82 | 1.37 | -1.07 | 0.38 | 3.65 |
| Draw Down(%) | NA | 7.7 | 7.7 | 12.7 | 37.8 | 37.8 | NA | 56.1 | 12.7 | 5.6 | 10.6 | 32.6 | 7.8 | 29.1 | 5.6 | 17.0 | 1.7 | 11.3 | 12.8 | 8.1 | 6.2 | 10.4 | 22.0 | 15.0 | 25.0 | 51.0 | 11.2 | 1.6 |
| Standard Deviation(%) | NA | 12.5 | 10.1 | 11.2 | 15.5 | 15.3 | NA | 18.0 | 12.5 | 9.5 | 10.6 | 26.0 | 12.8 | 26.7 | 9.7 | 12.4 | 5.8 | 12.7 | 13.1 | 10.2 | 9.9 | 12.1 | 22.7 | 19.4 | 26.8 | 38.5 | 16.4 | 7.8 |
| Treynor Ratio | NA | 0.14 | 0.15 | 0.11 | -0.01 | 0.05 | NA | 0.04 | 0.12 | 0.07 | 0.11 | -0.29 | 0.06 | 0.13 | 0.19 | -0.09 | 0.18 | 0.08 | -0.01 | 0.05 | 0.23 | 0.15 | -0.05 | 0.14 | 0.34 | -0.41 | 0.06 | 0.27 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | NA | -0.01 | -0.01 | 0.0 | -0.01 | -0.06 | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.03 | 0.01 | 0.02 |
| Beta | NA | 1.1 | 1.08 | 1.1 | 1.13 | 1.09 | NA | 1.06 | 1.13 | 1.11 | 1.14 | 1.16 | 1.12 | 1.09 | 1.14 | 1.07 | 1.12 | 1.11 | 1.1 | 1.09 | 1.01 | 1.04 | 1.06 | 1.13 | 1.07 | 1.0 | 1.1 | 1.04 |
| RSquared | NA | 0.99 | 0.96 | 0.95 | 0.73 | 0.82 | NA | 0.9 | 0.99 | 0.98 | 0.98 | 0.59 | 0.67 | 0.97 | 0.98 | 0.99 | 0.96 | 0.98 | 0.99 | 0.93 | 0.95 | 0.98 | 0.99 | 0.96 | 0.99 | 0.9 | 0.96 | 0.87 |
| Yield(%) | N/A | 0.0 | 9.3 | 5.9 | 3.2 | 6.1 | 6.4 | N/A | 9.7 | 3.3 | 3.2 | 1.2 | 3.4 | 2.4 | 12.7 | 10.8 | 10.3 | 7.4 | 6.3 | 5.7 | 4.9 | 6.7 | 1.8 | 2.1 | 2.4 | 2.1 | 2.4 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | 220.4 | 94.8 | -55.0 | N/A | N/A | N/A | 220.4 | 14.9 | 85.5 | -64.2 | 58.8 | -79.3 | -5.8 | 14.6 | 45.0 | 7.5 | 10.4 | 35.7 | -20.9 | 250.0 | -3.8 | 17.3 | -32.5 | -6.5 | 49.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2006
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