Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLJHX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R5) | 8.80% | 22.48% | 17.42% | 2.24% | 7.78% | 7.64% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLJHX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R5) | 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 (%) | -2.75 | 22.48 | 17.42 | 2.24 | 7.78 | 7.64 | NA | … | … | 8.80 | 18.14 | 14.62 | 18.37 | -34.37 | 9.42 | 16.05 | 24.83 | -9.01 | 21.53 | 8.76 | -1.27 | 5.59 | 23.87 | 15.83 | -5.08 | 15.96 | 36.56 | -40.11 | 9.40 | 5.48 |
| Sharpe Ratio | NA | 2.05 | 1.19 | 0.02 | 0.37 | NA | NA | … | … | 1.97 | 1.00 | 0.97 | 1.22 | -1.18 | 0.67 | 0.51 | 2.13 | -0.76 | 3.26 | 0.65 | -0.10 | 0.55 | 2.38 | 1.30 | -0.22 | 0.83 | 1.36 | -1.08 | 0.38 | 4.84 |
| Standard Deviation(%) | NA | 11.93 | 13.27 | 18.13 | 17.59 | NA | NA | … | … | 14.78 | 15.36 | 11.30 | 12.12 | 30.48 | 14.07 | 30.56 | 10.96 | 13.74 | 6.44 | 13.21 | 13.25 | 10.18 | 10.01 | 12.20 | 22.77 | 19.24 | 26.80 | 38.01 | 16.69 | 7.75 |
| Draw Down(%) | NA | 9.15 | 15.72 | 39.87 | 39.87 | NA | NA | … | … | 9.15 | 15.72 | 7.49 | 11.53 | 35.33 | 7.39 | 32.05 | 6.41 | 18.53 | 1.96 | 11.55 | 12.91 | 8.15 | 6.28 | 10.44 | 22.02 | 15.09 | 25.08 | 51.10 | 11.40 | 1.56 |
| Yield(%) | 0.00 | 9.74 | 6.57 | 3.42 | 6.50 | 6.66 | 5.51 | … | … | 0.00 | 10.23 | 3.84 | 3.90 | 1.03 | 3.51 | 2.23 | 13.52 | 11.37 | 10.33 | 7.57 | 6.21 | 5.97 | 4.99 | 7.75 | 1.83 | 2.15 | 2.42 | 1.85 | 2.31 | 2.46 |
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 |
|---|---|---|---|---|
| JLJHX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R5) |
-8.85%
Jun 2007 – Jun 2010 |
-1.66%
May 2007 – May 2012 |
3.38%
Oct 2013 – Oct 2023 |
3.54%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLJHX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS R5) |
25.49%
Feb 2009 – Feb 2012 |
21.19%
Feb 2009 – Feb 2014 |
13.61%
Feb 2009 – Feb 2019 |
9.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart