Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKRX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R6) | 8.11% | 20.77% | 17.02% | 3.18% | 8.54% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKRX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R6) | 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 (%) | -4.08 | 20.77 | 17.02 | 3.18 | 8.54 | NA | NA | … | … | 8.11 | 18.47 | 15.60 | 18.80 | -31.37 | 8.78 | 16.95 | 24.88 | -8.93 | 21.55 | 8.81 | -1.23 | 5.66 | 24.04 | 4.75 |
| Sharpe Ratio | NA | 1.58 | 1.05 | 0.05 | 0.40 | NA | NA | … | … | 1.27 | 0.96 | 1.01 | 1.23 | -1.19 | 0.61 | 0.55 | 2.12 | -0.76 | 3.30 | 0.65 | -0.09 | 0.55 | 2.39 | 0.45 |
| Standard Deviation(%) | NA | 13.25 | 14.09 | 17.69 | 17.35 | NA | NA | … | … | 16.33 | 16.33 | 11.87 | 12.39 | 27.74 | 14.40 | 30.46 | 11.03 | 13.67 | 6.35 | 13.16 | 13.30 | 10.29 | 10.03 | 12.61 |
| Draw Down(%) | NA | 9.74 | 16.60 | 37.59 | 37.59 | NA | NA | … | … | 9.74 | 16.60 | 8.04 | 11.70 | 32.39 | 8.02 | 32.07 | 6.33 | 18.40 | 1.88 | 11.56 | 12.81 | 8.07 | 6.26 | 10.38 |
| Yield(%) | 0.00 | 7.74 | 5.62 | 3.17 | 6.00 | 6.00 | 4.50 | … | … | 0.00 | 8.21 | 3.67 | 3.74 | 1.01 | 3.53 | 2.25 | 10.93 | 10.34 | 7.60 | 6.73 | 5.23 | 4.99 | 4.33 | 2.64 |
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 |
|---|---|---|---|---|
| JLKRX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R6) |
-5.75%
Apr 2021 – Apr 2024 |
-0.14%
Dec 2017 – Dec 2022 |
3.91%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKRX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R6) |
20.25%
May 2023 – May 2026 |
14.29%
Jun 2016 – Jun 2021 |
9.18%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart