Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTVX (MULTI-INDEX 2040 LIFETIME PORTFOLIO CLASS R4) | 7.01% | 19.13% | 15.25% | 7.37% | 10.11% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTVX (MULTI-INDEX 2040 LIFETIME PORTFOLIO CLASS R4) | 11/11/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.06 | 19.13 | 15.25 | 7.37 | 10.11 | NA | NA | … | … | 7.01 | 17.91 | 12.73 | 16.55 | -18.23 | 17.26 | 15.79 | 24.45 | -8.29 | 26.31 | 1.67 | -2.12 | 6.81 | -0.20 |
| Sharpe Ratio | NA | 1.77 | 1.08 | 0.37 | 0.55 | NA | NA | … | … | 1.32 | 1.09 | 0.89 | 1.15 | -0.99 | 1.50 | 0.52 | 2.16 | -0.72 | 1.89 | 0.15 | -0.15 | 0.64 | -0.12 |
| Standard Deviation(%) | NA | 10.65 | 11.97 | 13.77 | 15.57 | NA | NA | … | … | 12.84 | 13.79 | 10.18 | 11.30 | 19.90 | 11.48 | 30.04 | 10.64 | 13.58 | 13.36 | 10.05 | 14.25 | 10.58 | 12.86 |
| Draw Down(%) | NA | 7.81 | 13.83 | 25.46 | 31.52 | NA | NA | … | … | 7.81 | 13.83 | 6.07 | 11.32 | 25.25 | 4.79 | 31.52 | 5.88 | 17.66 | 1.79 | 10.48 | 13.14 | 7.84 | 3.56 |
| Yield(%) | 0.00 | 3.21 | 2.78 | 3.62 | 5.85 | 4.28 | 3.21 | … | … | 0.00 | 3.41 | 2.10 | 2.34 | 5.59 | 6.41 | 5.03 | 10.18 | 9.18 | 6.97 | 0.00 | 1.59 | 1.59 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| JRTVX (MULTI-INDEX 2040 LIFETIME PORTFOLIO CLASS R4) |
1.64%
Apr 2021 – Apr 2024 |
2.85%
Mar 2015 – Mar 2020 |
7.62%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTVX (MULTI-INDEX 2040 LIFETIME PORTFOLIO CLASS R4) |
19.11%
Dec 2018 – Dec 2021 |
14.61%
May 2016 – May 2021 |
11.40%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart