Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLBDX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R1) | NA | -49.54% | -18.10% | -8.14% | -1.70% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLBDX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R1) | 11/02/2006 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -49.54 | -18.10 | -8.14 | -1.70 | NA | NA | … | … | -49.82 | 15.60 | -5.36 | 11.29 | 6.96 | -1.83 | 3.91 | 12.66 | 12.72 | -1.61 | 12.54 | 32.78 | -33.55 | 6.12 | 4.20 |
| Sharpe Ratio | NA | -0.66 | -0.44 | -0.26 | -0.08 | NA | NA | … | … | -0.67 | 2.94 | -1.08 | 3.49 | 0.96 | -0.25 | 0.65 | 2.07 | 1.77 | -0.11 | 1.02 | 1.67 | -1.25 | 0.26 | 3.39 |
| Standard Deviation(%) | NA | 74.92 | 43.52 | 33.90 | 24.76 | NA | NA | … | … | 76.29 | 4.82 | 6.22 | 3.07 | 6.99 | 7.52 | 5.99 | 6.11 | 7.22 | 14.41 | 12.17 | 19.55 | 27.52 | 11.85 | 7.96 |
| Draw Down(%) | NA | 52.69 | 52.69 | 52.69 | 52.69 | NA | NA | … | … | 52.69 | 2.51 | 10.01 | 1.03 | 6.40 | 8.51 | 5.12 | 5.22 | 6.06 | 14.91 | 10.22 | 19.91 | 43.21 | 8.30 | 1.64 |
| Yield(%) | 0.00 | 8.29 | 7.85 | 7.77 | 6.23 | 4.67 | 3.50 | … | … | 0.00 | 9.53 | 9.01 | 8.49 | 7.33 | 7.95 | 6.89 | 4.73 | 3.90 | 2.58 | 2.93 | 3.28 | 2.97 | 2.37 | 1.72 |
Data as of 12/17/2020, 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 |
|---|---|---|---|---|
| JLBDX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R1) |
-17.97%
Nov 2017 – Nov 2020 |
-8.51%
Oct 2015 – Oct 2020 |
-1.48%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLBDX (RETIREMENT LIVING THROUGH 2015 PORTFOLIO CLASS R1) |
21.52%
Feb 2009 – Feb 2012 |
16.68%
Feb 2009 – Feb 2014 |
10.01%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart