Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKUX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS 1) | 8.11% | 20.80% | 16.99% | 7.80% | 11.23% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKUX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS 1) | 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 (%) | -4.00 | 20.80 | 16.99 | 7.80 | 11.23 | NA | NA | … | … | 8.11 | 18.45 | 15.52 | 18.68 | -19.64 | 15.82 | 20.34 | 24.85 | -8.99 | 21.50 | 8.65 | -1.28 | 3.85 |
| Sharpe Ratio | NA | 1.58 | 1.06 | 0.35 | 0.59 | NA | NA | … | … | 1.26 | 0.96 | 1.00 | 1.23 | -0.96 | 1.22 | 0.66 | 2.15 | -0.77 | 3.31 | 0.64 | -0.10 | 0.52 |
| Standard Deviation(%) | NA | 13.16 | 14.04 | 15.68 | 16.30 | NA | NA | … | … | 16.27 | 16.26 | 11.85 | 12.35 | 21.98 | 12.95 | 30.29 | 10.86 | 13.61 | 6.32 | 13.19 | 13.16 | 9.88 |
| Draw Down(%) | NA | 9.73 | 16.61 | 28.12 | 32.07 | NA | NA | … | … | 9.73 | 16.61 | 8.07 | 11.72 | 26.94 | 6.01 | 32.07 | 6.37 | 18.47 | 1.89 | 11.55 | 12.80 | 8.05 |
| Yield(%) | 0.00 | 7.07 | 5.34 | 6.14 | 8.13 | 5.72 | 4.29 | … | … | 0.00 | 7.50 | 3.65 | 3.77 | 10.45 | 10.54 | 4.98 | 10.04 | 9.26 | 6.79 | 5.09 | 2.84 | 2.30 |
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 |
|---|---|---|---|---|
| JLKUX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS 1) |
1.07%
Mar 2017 – Mar 2020 |
2.81%
Mar 2015 – Mar 2020 |
7.83%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKUX (RETIREMENT LIVING THROUGH 2055 PORTFOLIO CLASS 1) |
20.28%
Dec 2018 – Dec 2021 |
14.88%
Jun 2016 – Jun 2021 |
11.88%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart