Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTTX (RETIREMENT LIVING THROUGH II 2040 PORTFOLIO CLASS 1) | 8.48% | 21.41% | 16.20% | 7.93% | 10.63% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTTX (RETIREMENT LIVING THROUGH II 2040 PORTFOLIO CLASS 1) | 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 (%) | -2.47 | 21.41 | 16.20 | 7.93 | 10.63 | NA | NA | … | … | 8.48 | 18.13 | 12.97 | 16.79 | -18.07 | 17.51 | 16.00 | 24.61 | -8.17 | 20.21 | 10.42 | -1.90 | 6.92 | -0.20 |
| Sharpe Ratio | NA | 1.80 | 1.10 | 0.39 | 0.59 | NA | NA | … | … | 1.34 | 1.11 | 0.92 | 1.18 | -0.99 | 1.52 | 0.52 | 2.18 | -0.71 | 3.11 | 0.77 | -0.14 | 0.65 | -0.11 |
| Standard Deviation(%) | NA | 10.63 | 11.93 | 13.72 | 15.26 | NA | NA | … | … | 12.89 | 13.77 | 10.11 | 11.21 | 19.83 | 11.53 | 29.94 | 10.60 | 13.59 | 6.31 | 13.32 | 14.17 | 10.63 | 13.34 |
| Draw Down(%) | NA | 7.87 | 13.77 | 25.36 | 31.54 | NA | NA | … | … | 7.87 | 13.77 | 6.07 | 11.31 | 25.19 | 4.79 | 31.54 | 5.97 | 17.58 | 1.79 | 10.58 | 13.05 | 7.74 | 3.65 |
| Yield(%) | 0.00 | 3.43 | 3.02 | 3.83 | 6.30 | 4.67 | 3.51 | … | … | 0.00 | 3.62 | 2.33 | 2.56 | 5.77 | 6.64 | 5.23 | 10.33 | 9.31 | 7.42 | 3.63 | 1.71 | 1.80 | 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 |
|---|---|---|---|---|
| JRTTX (RETIREMENT LIVING THROUGH II 2040 PORTFOLIO CLASS 1) |
1.39%
Mar 2017 – Mar 2020 |
3.17%
Mar 2015 – Mar 2020 |
7.59%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTTX (RETIREMENT LIVING THROUGH II 2040 PORTFOLIO CLASS 1) |
19.32%
Dec 2018 – Dec 2021 |
13.99%
Oct 2016 – Oct 2021 |
11.39%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart