Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLAGX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R4) | NA | 5.90% | -0.07% | 3.45% | 4.03% | 5.41% | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLAGX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R4) | 11/02/2006 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.90 | -0.07 | 3.45 | 4.03 | 5.41 | NA | … | … | 1.49 | 10.02 | -11.99 | 7.54 | 10.29 | 15.10 | -4.32 | 10.56 | 7.24 | -1.25 | 4.21 | 10.76 | 12.60 | -0.18 | 12.24 | 31.06 | -29.76 | 5.43 | 3.83 |
| Sharpe Ratio | NA | -0.14 | -0.64 | 0.13 | 0.37 | NA | NA | … | … | -1.97 | 0.98 | -1.43 | 1.53 | 0.78 | 3.23 | -1.07 | 3.84 | 1.17 | -0.20 | 0.85 | 2.04 | 2.16 | -0.02 | 1.12 | 1.87 | -1.30 | 0.24 | 5.33 |
| Standard Deviation(%) | NA | 3.18 | 6.69 | 8.02 | 6.75 | NA | NA | … | … | 2.69 | 5.96 | 9.40 | 4.93 | 12.88 | 4.24 | 5.25 | 2.60 | 6.00 | 6.44 | 4.91 | 5.25 | 5.87 | 12.37 | 10.81 | 16.57 | 23.51 | 9.98 | 4.53 |
| Draw Down(%) | NA | 1.75 | 16.78 | 18.69 | 18.69 | NA | NA | … | … | 1.49 | 5.78 | 16.78 | 2.62 | 18.69 | 2.02 | 8.32 | 0.98 | 5.41 | 7.34 | 4.35 | 4.97 | 4.70 | 12.62 | 8.44 | 17.60 | 39.28 | 6.97 | 0.88 |
| Yield(%) | 0.00 | 105.83 | 29.74 | 20.43 | 12.08 | 11.14 | 7.99 | … | … | 101.90 | 4.13 | 2.88 | 3.32 | 3.13 | 8.38 | 8.05 | 7.27 | 7.38 | 7.34 | 7.07 | 6.41 | 9.37 | 3.43 | 3.74 | 3.10 | 3.79 | 2.64 | 1.52 |
Data as of 11/25/2024, Common starting date is 11/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLAGX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R4) |
-3.22%
Jun 2007 – Jun 2010 |
1.18%
May 2007 – May 2012 |
3.66%
Oct 2013 – Oct 2023 |
3.54%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLAGX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R4) |
20.41%
Feb 2009 – Feb 2012 |
15.85%
Feb 2009 – Feb 2014 |
9.73%
Feb 2009 – Feb 2019 |
8.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart