Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKYX (RETIREMENT LIVING THROUGH II 2055 PORTFOLIO CLASS R6) | 8.01% | 21.86% | 17.50% | 8.92% | 11.45% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKYX (RETIREMENT LIVING THROUGH II 2055 PORTFOLIO CLASS R6) | 03/28/2014 | 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 (%) | -3.65 | 21.86 | 17.50 | 8.92 | 11.45 | NA | NA | … | … | 8.01 | 20.03 | 15.41 | 18.52 | -18.05 | 18.38 | 16.14 | 25.07 | -8.37 | 20.33 | 10.47 | -1.85 | 6.45 |
| Sharpe Ratio | NA | 1.77 | 1.12 | 0.44 | 0.61 | NA | NA | … | … | 1.33 | 1.07 | 1.03 | 1.23 | -0.92 | 1.50 | 0.51 | 2.19 | -0.71 | 3.13 | 0.77 | -0.13 | 0.85 |
| Standard Deviation(%) | NA | 12.47 | 13.68 | 15.26 | 16.28 | NA | NA | … | … | 15.11 | 16.11 | 11.47 | 12.15 | 21.35 | 12.27 | 31.29 | 10.80 | 13.87 | 6.31 | 13.27 | 14.05 | 10.07 |
| Draw Down(%) | NA | 9.16 | 16.11 | 25.75 | 32.55 | NA | NA | … | … | 9.16 | 16.11 | 7.54 | 11.72 | 25.58 | 5.16 | 32.55 | 6.13 | 17.92 | 1.89 | 10.55 | 13.05 | 7.71 |
| Yield(%) | 0.00 | 3.92 | 3.15 | 3.92 | 6.36 | 4.65 | 3.49 | … | … | 0.00 | 4.18 | 2.03 | 2.50 | 6.10 | 6.45 | 4.31 | 9.85 | 8.77 | 7.75 | 3.52 | 1.70 | 1.79 |
Data as of 06/10/2026, Common starting date is 03/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKYX (RETIREMENT LIVING THROUGH II 2055 PORTFOLIO CLASS R6) |
1.14%
Mar 2017 – Mar 2020 |
3.02%
Mar 2015 – Mar 2020 |
8.01%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKYX (RETIREMENT LIVING THROUGH II 2055 PORTFOLIO CLASS R6) |
20.49%
May 2023 – May 2026 |
14.24%
Oct 2016 – Oct 2021 |
12.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart