Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLADX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R1) | NA | -50.01% | -18.37% | -8.53% | -2.10% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLADX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R1) | 11/02/2006 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -50.01 | -18.37 | -8.53 | -2.10 | NA | NA | … | … | -50.22 | 14.59 | -4.70 | 10.11 | 6.73 | -1.75 | 3.70 | 10.25 | 12.07 | -0.53 | 11.89 | 30.51 | -30.06 | 5.06 | 3.77 |
| Sharpe Ratio | NA | -0.67 | -0.44 | -0.27 | -0.10 | NA | NA | … | … | -0.68 | 3.14 | -1.16 | 3.59 | 1.08 | -0.28 | 0.75 | 1.92 | 2.07 | -0.05 | 1.09 | 1.84 | -1.32 | 0.20 | 5.16 |
| Standard Deviation(%) | NA | 74.97 | 43.48 | 33.82 | 24.49 | NA | NA | … | … | 76.34 | 4.20 | 5.21 | 2.65 | 6.02 | 6.44 | 4.94 | 5.32 | 5.85 | 12.33 | 10.85 | 16.49 | 23.43 | 10.01 | 4.57 |
| Draw Down(%) | NA | 52.72 | 52.72 | 52.72 | 52.72 | NA | NA | … | … | 52.72 | 2.02 | 8.64 | 0.99 | 5.41 | 7.65 | 4.37 | 4.98 | 4.81 | 12.66 | 8.46 | 17.74 | 39.45 | 6.98 | 0.88 |
| Yield(%) | 0.00 | 7.00 | 6.67 | 6.77 | 5.98 | 4.56 | 3.42 | … | … | 0.00 | 7.99 | 7.69 | 6.81 | 6.88 | 6.84 | 6.56 | 5.89 | 8.85 | 3.09 | 3.39 | 2.71 | 3.44 | 2.38 | 1.46 |
Data as of 12/17/2020, Common starting date is 11/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLADX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R1) |
-18.26%
Nov 2017 – Nov 2020 |
-8.91%
Oct 2015 – Oct 2020 |
-1.96%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLADX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R1) |
19.94%
Feb 2009 – Feb 2012 |
15.36%
Feb 2009 – Feb 2014 |
9.24%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart