Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKQX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R4) | 8.03% | 20.66% | 16.84% | 7.68% | 11.11% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKQX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R4) | 03/31/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.07 | 20.66 | 16.84 | 7.68 | 11.11 | NA | NA | … | … | 8.03 | 18.30 | 15.41 | 18.58 | -19.68 | 15.70 | 20.19 | 24.62 | -9.07 | 21.38 | 8.53 | -1.39 | 3.70 |
| Sharpe Ratio | NA | 1.56 | 1.04 | 0.35 | 0.58 | NA | NA | … | … | 1.25 | 0.95 | 1.00 | 1.21 | -0.96 | 1.22 | 0.66 | 2.11 | -0.76 | 3.31 | 0.63 | -0.11 | 0.50 |
| Standard Deviation(%) | NA | 13.25 | 14.10 | 15.72 | 16.33 | NA | NA | … | … | 16.32 | 16.36 | 11.81 | 12.39 | 22.05 | 12.88 | 30.26 | 10.95 | 13.72 | 6.30 | 13.12 | 13.22 | 9.82 |
| Draw Down(%) | NA | 9.73 | 16.69 | 28.17 | 32.07 | NA | NA | … | … | 9.73 | 16.69 | 8.07 | 11.72 | 26.96 | 6.02 | 32.07 | 6.38 | 18.63 | 1.89 | 11.55 | 12.81 | 7.97 |
| Yield(%) | 0.00 | 6.93 | 5.21 | 6.04 | 8.00 | 5.61 | 4.21 | … | … | 0.00 | 7.35 | 3.54 | 3.68 | 10.34 | 10.41 | 4.82 | 9.92 | 9.17 | 6.67 | 4.96 | 2.73 | 2.14 |
Data as of 06/10/2026, Common starting date is 03/31/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKQX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R4) |
0.97%
Mar 2017 – Mar 2020 |
2.71%
Mar 2015 – Mar 2020 |
7.72%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKQX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R4) |
20.12%
Dec 2018 – Dec 2021 |
14.76%
Jun 2016 – Jun 2021 |
11.76%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart