Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLDGX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R4) | 4.78% | 13.07% | 10.22% | 0.46% | 4.44% | 5.00% | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLDGX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R4) | 11/02/2006 | 06/09/2026 |
| 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 (%) | -1.43 | 13.07 | 10.22 | 0.46 | 4.44 | 5.00 | NA | … | … | 4.78 | 12.57 | 7.08 | 11.25 | -23.45 | 1.18 | 8.13 | 17.86 | -5.73 | 13.71 | 7.81 | -1.28 | 4.77 | 16.33 | 13.96 | -2.74 | 13.86 | 35.01 | -36.31 | 7.45 | 4.75 |
| Sharpe Ratio | NA | 1.63 | 0.98 | -0.20 | 0.28 | NA | NA | … | … | 1.02 | 1.31 | 0.55 | 1.03 | -1.50 | 0.11 | 0.45 | 2.73 | -0.94 | 3.57 | 0.90 | -0.14 | 0.66 | 2.26 | 1.59 | -0.16 | 0.93 | 1.56 | -1.18 | 0.32 | 3.56 |
| Standard Deviation(%) | NA | 6.34 | 7.16 | 10.36 | 10.05 | NA | NA | … | … | 7.96 | 7.42 | 6.25 | 7.44 | 16.68 | 10.25 | 17.55 | 6.01 | 7.62 | 3.67 | 8.43 | 9.05 | 7.22 | 7.21 | 8.81 | 17.36 | 14.77 | 22.33 | 31.56 | 13.65 | 8.82 |
| Draw Down(%) | NA | 5.04 | 7.49 | 30.22 | 30.22 | NA | NA | … | … | 5.04 | 7.18 | 3.23 | 7.49 | 23.87 | 8.43 | 21.83 | 3.20 | 11.30 | 1.15 | 7.83 | 9.43 | 5.99 | 5.55 | 7.58 | 17.48 | 12.09 | 22.06 | 46.33 | 9.43 | 1.73 |
| Yield(%) | 0.00 | 6.51 | 4.87 | 3.19 | 5.37 | 5.54 | 4.70 | … | … | 0.00 | 6.79 | 3.80 | 3.70 | 2.39 | 3.45 | 2.87 | 10.41 | 9.33 | 9.15 | 7.78 | 6.90 | 5.95 | 4.97 | 5.74 | 2.45 | 2.83 | 3.00 | 2.67 | 2.34 | 1.77 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| JLDGX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R4) |
-6.73%
Nov 2020 – Nov 2023 |
-1.43%
Dec 2017 – Dec 2022 |
1.95%
Oct 2013 – Oct 2023 |
2.69%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLDGX (RETIREMENT LIVING THROUGH 2020 PORTFOLIO CLASS R4) |
23.32%
Feb 2009 – Feb 2012 |
18.51%
Feb 2009 – Feb 2014 |
11.42%
Feb 2009 – Feb 2019 |
7.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart