Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHROX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS I) | 7.60% | 19.93% | 16.30% | 7.33% | 10.96% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHROX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS I) | 03/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.79 | 19.93 | 16.30 | 7.33 | 10.96 | NA | NA | … | … | 7.60 | 18.16 | 14.50 | 18.24 | -19.71 | 15.76 | 20.34 | 24.58 | -8.97 | 21.38 | 8.80 | -4.59 |
| Sharpe Ratio | NA | 1.59 | 1.05 | 0.33 | 0.58 | NA | NA | … | … | 1.24 | 1.00 | 0.96 | 1.22 | -0.98 | 1.22 | 0.66 | 2.12 | -0.76 | 3.31 | 0.65 | -0.44 |
| Standard Deviation(%) | NA | 12.43 | 13.40 | 15.21 | 16.11 | NA | NA | … | … | 15.36 | 15.42 | 11.28 | 12.10 | 21.68 | 12.89 | 30.34 | 10.93 | 13.74 | 6.28 | 13.17 | 13.76 |
| Draw Down(%) | NA | 9.27 | 15.70 | 28.00 | 32.05 | NA | NA | … | … | 9.27 | 15.70 | 7.53 | 11.58 | 26.83 | 5.98 | 32.05 | 6.33 | 18.56 | 1.96 | 11.48 | 12.93 |
| Yield(%) | 0.00 | 9.62 | 6.42 | 7.24 | 9.35 | 6.08 | 4.56 | … | … | 0.00 | 10.20 | 3.78 | 3.85 | 15.49 | 9.78 | 6.33 | 13.47 | 11.36 | 10.27 | 7.50 | 5.95 |
Data as of 06/10/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHROX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS I) |
0.97%
Mar 2017 – Mar 2020 |
4.07%
Sep 2017 – Sep 2022 |
7.79%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHROX (RETIREMENT LIVING THROUGH 2045 PORTFOLIO CLASS I) |
20.17%
Dec 2018 – Dec 2021 |
14.82%
Jun 2016 – Jun 2021 |
11.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart