Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLAOX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS 1) | 3.42% | 10.76% | 9.02% | 1.68% | 4.38% | 4.73% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLAOX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS 1) | 11/02/2006 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 10.76 | 9.02 | 1.68 | 4.38 | 4.73 | NA | … | … | 3.42 | 11.42 | 1.89 | 10.24 | -17.47 | 2.56 | 6.39 | 15.32 | -4.20 | 10.90 | 7.44 | -1.16 | 4.42 | 11.08 | 12.81 | 0.07 | 12.62 | 31.41 | -29.53 | 5.69 | 3.89 |
| Sharpe Ratio | NA | 1.67 | 1.04 | -0.11 | 0.37 | NA | NA | … | … | 0.93 | 1.62 | -0.71 | 1.00 | -1.59 | 0.36 | 0.45 | 3.29 | -1.07 | 3.86 | 1.21 | -0.18 | 0.89 | 2.08 | 2.18 | 0.00 | 1.17 | 1.89 | -1.29 | 0.27 | 5.33 |
| Standard Deviation(%) | NA | 4.87 | 5.54 | 7.56 | 7.41 | NA | NA | … | … | 6.10 | 5.39 | 6.57 | 6.06 | 11.93 | 7.02 | 13.50 | 4.22 | 5.18 | 2.67 | 5.97 | 6.46 | 4.95 | 5.32 | 5.89 | 11.78 | 10.74 | 16.58 | 23.51 | 9.95 | 4.63 |
| Draw Down(%) | NA | 3.93 | 5.64 | 22.04 | 22.04 | NA | NA | … | … | 3.93 | 4.92 | 6.23 | 5.64 | 17.70 | 5.38 | 18.79 | 2.02 | 8.09 | 0.98 | 5.29 | 7.33 | 4.34 | 4.86 | 4.70 | 12.52 | 8.33 | 17.74 | 39.20 | 6.95 | 0.88 |
| Yield(%) | 0.00 | 6.21 | 5.12 | 3.65 | 5.16 | 5.44 | 4.82 | … | … | 0.00 | 6.45 | 4.41 | 4.34 | 3.06 | 3.53 | 3.34 | 8.60 | 8.27 | 7.48 | 7.60 | 7.53 | 7.28 | 6.61 | 9.58 | 3.68 | 4.00 | 3.40 | 4.10 | 2.91 | 1.58 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JLAOX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS 1) |
-3.95%
Nov 2020 – Nov 2023 |
-0.10%
Dec 2017 – Dec 2022 |
2.29%
Oct 2013 – Oct 2023 |
3.17%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLAOX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS 1) |
20.70%
Feb 2009 – Feb 2012 |
16.12%
Feb 2009 – Feb 2014 |
9.96%
Feb 2009 – Feb 2019 |
7.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart