Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLUX (MULTI-INDEX 2045 LIFETIME PORTFOLIO CLASS R4) | 9.11% | 22.79% | 17.23% | 8.56% | 10.61% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLUX (MULTI-INDEX 2045 LIFETIME PORTFOLIO CLASS R4) | 11/11/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.73 | 22.79 | 17.23 | 8.56 | 10.61 | NA | NA | … | … | 9.11 | 18.96 | 14.17 | 17.65 | -18.23 | 18.11 | 15.89 | 24.81 | -8.50 | 26.21 | 1.67 | -2.14 | 6.69 | -0.20 |
| Sharpe Ratio | NA | 1.78 | 1.09 | 0.40 | 0.55 | NA | NA | … | … | 1.35 | 1.06 | 0.96 | 1.18 | -0.93 | 1.47 | 0.50 | 2.15 | -0.71 | 1.90 | 0.15 | -0.15 | 0.63 | -0.12 |
| Standard Deviation(%) | NA | 11.59 | 13.00 | 14.80 | 16.33 | NA | NA | … | … | 14.03 | 15.18 | 11.03 | 11.93 | 21.14 | 12.29 | 31.17 | 10.88 | 13.90 | 13.23 | 10.04 | 14.24 | 10.62 | 12.86 |
| Draw Down(%) | NA | 8.52 | 15.25 | 25.85 | 32.55 | NA | NA | … | … | 8.52 | 15.25 | 7.07 | 11.72 | 25.67 | 5.14 | 32.55 | 6.13 | 18.01 | 1.80 | 10.60 | 13.06 | 7.84 | 3.56 |
| Yield(%) | 0.00 | 3.63 | 2.90 | 3.76 | 5.80 | 4.29 | 3.22 | … | … | 0.00 | 3.84 | 1.87 | 2.32 | 5.86 | 6.49 | 4.46 | 10.12 | 8.80 | 7.11 | 0.00 | 1.67 | 1.57 | 0.00 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| JRLUX (MULTI-INDEX 2045 LIFETIME PORTFOLIO CLASS R4) |
2.01%
Dec 2013 – Dec 2016 |
2.63%
Mar 2015 – Mar 2020 |
7.89%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLUX (MULTI-INDEX 2045 LIFETIME PORTFOLIO CLASS R4) |
19.55%
Dec 2018 – Dec 2021 |
14.81%
May 2016 – May 2021 |
11.95%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart