Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKGX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R4) | 7.99% | 20.50% | 16.70% | 2.90% | 8.26% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKGX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R4) | 03/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.10 | 20.50 | 16.70 | 2.90 | 8.26 | NA | NA | … | … | 7.99 | 18.27 | 15.19 | 18.47 | -31.54 | 8.48 | 16.75 | 24.50 | -9.20 | 21.30 | 8.46 | -1.43 | 5.41 | 23.77 | 4.51 |
| Sharpe Ratio | NA | 1.57 | 1.04 | 0.04 | 0.38 | NA | NA | … | … | 1.25 | 0.95 | 0.98 | 1.21 | -1.19 | 0.59 | 0.54 | 2.10 | -0.78 | 3.27 | 0.63 | -0.11 | 0.53 | 2.37 | 0.43 |
| Standard Deviation(%) | NA | 13.18 | 14.06 | 17.67 | 17.34 | NA | NA | … | … | 16.28 | 16.32 | 11.81 | 12.35 | 27.76 | 14.40 | 30.48 | 10.97 | 13.69 | 6.35 | 13.15 | 13.27 | 10.21 | 9.99 | 12.71 |
| Draw Down(%) | NA | 9.78 | 16.67 | 37.78 | 37.78 | NA | NA | … | … | 9.78 | 16.67 | 8.15 | 11.74 | 32.56 | 8.07 | 32.04 | 6.43 | 18.64 | 1.96 | 11.65 | 12.90 | 8.09 | 6.27 | 10.48 |
| Yield(%) | 0.00 | 7.51 | 5.35 | 2.97 | 5.74 | 5.71 | 4.28 | … | … | 0.00 | 7.96 | 3.40 | 3.48 | 0.80 | 3.27 | 2.01 | 10.64 | 10.10 | 7.35 | 6.48 | 5.03 | 4.73 | 4.05 | 2.40 |
Data as of 06/10/2026, Common starting date is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKGX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R4) |
-6.02%
Apr 2021 – Apr 2024 |
-0.40%
Dec 2017 – Dec 2022 |
3.65%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKGX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R4) |
19.94%
May 2023 – May 2026 |
13.99%
Jun 2016 – Jun 2021 |
8.88%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart