Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKSX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R5) | 9.97% | 23.34% | 17.93% | 8.26% | 11.26% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKSX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R5) | 03/31/2014 | 06/09/2026 |
| 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 (%) | -3.04 | 23.34 | 17.93 | 8.26 | 11.26 | NA | NA | … | … | 9.97 | 18.51 | 15.49 | 18.77 | -19.65 | 15.80 | 20.33 | 24.71 | -8.91 | 21.52 | 8.68 | -1.29 | 3.85 |
| Sharpe Ratio | NA | 1.59 | 1.06 | 0.35 | 0.59 | NA | NA | … | … | 1.26 | 0.97 | 1.01 | 1.23 | -0.96 | 1.23 | 0.66 | 2.12 | -0.75 | 3.28 | 0.65 | -0.10 | 0.52 |
| Standard Deviation(%) | NA | 13.19 | 14.04 | 15.67 | 16.31 | NA | NA | … | … | 16.26 | 16.26 | 11.80 | 12.36 | 21.98 | 12.87 | 30.27 | 10.96 | 13.71 | 6.39 | 13.09 | 13.34 | 9.88 |
| Draw Down(%) | NA | 9.79 | 16.60 | 28.10 | 32.13 | NA | NA | … | … | 9.79 | 16.60 | 8.14 | 11.71 | 26.87 | 6.01 | 32.13 | 6.37 | 18.47 | 1.89 | 11.55 | 12.80 | 7.96 |
| Yield(%) | 0.00 | 7.08 | 5.36 | 6.15 | 8.00 | 5.72 | 4.29 | … | … | 0.00 | 7.48 | 3.64 | 3.76 | 10.44 | 10.52 | 4.97 | 10.02 | 9.23 | 6.81 | 5.12 | 2.84 | 2.30 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| JLKSX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R5) |
1.07%
Mar 2017 – Mar 2020 |
2.84%
Mar 2015 – Mar 2020 |
7.84%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKSX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS R5) |
20.23%
Dec 2018 – Dec 2021 |
14.89%
Jun 2016 – Jun 2021 |
11.87%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart