Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLKX (MULTI-INDEX 2015 LIFETIME PORTFOLIO CLASS R4) | 3.81% | 11.47% | 9.44% | 4.00% | 4.28% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLKX (MULTI-INDEX 2015 LIFETIME PORTFOLIO CLASS R4) | 11/11/2013 | 06/05/2026 |
| 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 11.47 | 9.44 | 4.00 | 4.28 | NA | NA | … | … | 3.81 | 11.35 | 6.55 | 10.31 | -13.00 | 7.98 | 9.56 | 9.67 | -1.87 | 5.48 | -1.10 |
| Sharpe Ratio | NA | 1.63 | 0.95 | 0.19 | 0.29 | NA | NA | … | … | 0.98 | 1.28 | 0.52 | 0.93 | -1.21 | 1.31 | 0.53 | 0.37 | -0.23 | 0.89 | -0.74 |
| Standard Deviation(%) | NA | 5.40 | 6.49 | 7.83 | 9.12 | NA | NA | … | … | 6.72 | 6.65 | 5.67 | 7.24 | 11.96 | 6.07 | 17.36 | 5.28 | 8.15 | 6.16 | 10.71 |
| Draw Down(%) | NA | 4.21 | 6.87 | 18.77 | 21.29 | NA | NA | … | … | 4.21 | 6.07 | 3.05 | 6.87 | 18.55 | 2.77 | 21.29 | 2.39 | 8.56 | 4.66 | 3.33 |
| Yield(%) | 0.00 | 3.81 | 3.58 | 3.80 | 3.39 | 2.56 | 1.92 | … | … | 0.00 | 3.95 | 3.35 | 3.19 | 3.95 | 6.56 | 5.94 | 6.98 | 1.91 | 1.16 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLKX (MULTI-INDEX 2015 LIFETIME PORTFOLIO CLASS R4) |
-1.40%
Mar 2017 – Mar 2020 |
2.10%
Sep 2017 – Sep 2022 |
4.61%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLKX (MULTI-INDEX 2015 LIFETIME PORTFOLIO CLASS R4) |
10.94%
Sep 2022 – Sep 2025 |
6.93%
Mar 2020 – Mar 2025 |
5.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart