Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLZX (RETIREMENT LIVING THROUGH II 2050 PORTFOLIO CLASS R6) | 9.65% | 24.26% | 18.33% | 9.33% | 11.47% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLZX (RETIREMENT LIVING THROUGH II 2050 PORTFOLIO CLASS R6) | 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 (%) | -2.90 | 24.26 | 18.33 | 9.33 | 11.47 | NA | NA | … | … | 9.65 | 20.02 | 15.42 | 18.45 | -18.01 | 18.40 | 16.18 | 24.99 | -8.31 | 20.33 | 10.50 | -1.91 | 7.03 | -0.20 |
| Sharpe Ratio | NA | 1.77 | 1.12 | 0.44 | 0.61 | NA | NA | … | … | 1.33 | 1.07 | 1.03 | 1.23 | -0.91 | 1.49 | 0.51 | 2.17 | -0.70 | 3.13 | 0.77 | -0.14 | 0.66 | -0.11 |
| Standard Deviation(%) | NA | 12.48 | 13.68 | 15.25 | 16.29 | NA | NA | … | … | 15.10 | 16.10 | 11.49 | 12.15 | 21.37 | 12.29 | 31.28 | 10.84 | 13.92 | 6.32 | 13.31 | 14.17 | 10.59 | 13.33 |
| Draw Down(%) | NA | 9.14 | 16.13 | 25.74 | 32.56 | NA | NA | … | … | 9.14 | 16.13 | 7.53 | 11.74 | 25.61 | 5.13 | 32.56 | 6.07 | 17.96 | 1.79 | 10.48 | 13.04 | 7.83 | 3.65 |
| Yield(%) | 0.00 | 3.58 | 3.02 | 3.81 | 6.20 | 4.61 | 3.46 | … | … | 0.00 | 3.80 | 2.03 | 2.52 | 5.71 | 6.55 | 4.62 | 10.05 | 8.71 | 7.28 | 3.60 | 1.81 | 1.81 | 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 |
|---|---|---|---|---|
| JRLZX (RETIREMENT LIVING THROUGH II 2050 PORTFOLIO CLASS R6) |
1.13%
Mar 2017 – Mar 2020 |
3.03%
Mar 2015 – Mar 2020 |
7.89%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLZX (RETIREMENT LIVING THROUGH II 2050 PORTFOLIO CLASS R6) |
20.49%
May 2023 – May 2026 |
14.25%
Oct 2016 – Oct 2021 |
12.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart