Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLFGX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R4) | 5.47% | 15.24% | 12.33% | 0.71% | 6.07% | 6.35% | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLFGX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R4) | 11/02/2006 | 06/10/2026 |
| 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 (%) | -2.61 | 15.24 | 12.33 | 0.71 | 6.07 | 6.35 | NA | … | … | 5.47 | 15.60 | 6.73 | 14.16 | -29.56 | 5.98 | 12.97 | 21.58 | -7.64 | 18.21 | 8.21 | -1.37 | 5.36 | 21.70 | 15.04 | -4.78 | 15.79 | 35.97 | -40.15 | 8.75 | 5.06 |
| Sharpe Ratio | NA | 1.64 | 1.01 | -0.12 | 0.33 | NA | NA | … | … | 1.16 | 1.22 | 0.02 | 1.05 | -1.36 | 0.52 | 0.53 | 2.34 | -0.82 | 3.39 | 0.69 | -0.11 | 0.57 | 2.34 | 1.34 | -0.22 | 0.50 | 1.35 | -1.08 | 0.37 | 4.57 |
| Standard Deviation(%) | NA | 8.63 | 9.61 | 13.59 | 13.51 | NA | NA | … | … | 10.68 | 10.59 | 8.82 | 9.51 | 22.87 | 11.47 | 23.83 | 8.63 | 10.99 | 5.20 | 11.59 | 12.26 | 9.45 | 9.26 | 11.31 | 21.78 | 31.19 | 26.58 | 38.04 | 15.83 | 7.48 |
| Draw Down(%) | NA | 6.53 | 10.74 | 35.26 | 35.26 | NA | NA | … | … | 6.53 | 10.74 | 6.20 | 9.80 | 30.16 | 7.38 | 26.97 | 5.04 | 15.48 | 1.60 | 10.58 | 12.08 | 7.63 | 6.06 | 9.79 | 21.20 | 16.91 | 24.89 | 51.06 | 10.81 | 1.56 |
| Yield(%) | 0.00 | 8.71 | 5.43 | 3.09 | 5.86 | 6.07 | 4.92 | … | … | 0.00 | 9.16 | 3.00 | 3.27 | 1.23 | 3.22 | 2.40 | 11.62 | 10.15 | 10.04 | 7.17 | 6.13 | 5.82 | 4.63 | 6.18 | 1.69 | 2.43 | 2.16 | 1.82 | 2.15 | 2.15 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| JLFGX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R4) |
-8.77%
Jun 2007 – Jun 2010 |
-1.78%
May 2007 – May 2012 |
2.77%
Oct 2013 – Oct 2023 |
3.10%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLFGX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS R4) |
25.04%
Feb 2009 – Feb 2012 |
20.48%
Feb 2009 – Feb 2014 |
12.86%
Feb 2009 – Feb 2019 |
9.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart