Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLFAX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS A) | 6.39% | 16.43% | 12.64% | 0.83% | 5.84% | 6.18% | NA | … | … |
Data as of 06/08/2026, Common starting date is 11/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLFAX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS A) | 11/01/2006 | 06/08/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.87 | 16.43 | 12.64 | 0.83 | 5.84 | 6.18 | NA | … | … | 6.39 | 14.71 | 9.45 | 14.13 | -29.65 | 5.86 | 12.83 | 21.26 | -7.66 | 17.96 | 7.98 | -1.53 | 5.08 | 21.57 | 14.84 | -5.07 | 15.16 | 35.83 | -40.25 | 8.73 | 4.96 |
| Sharpe Ratio | NA | 1.62 | 0.99 | -0.13 | 0.32 | NA | NA | … | … | 1.14 | 1.13 | 0.70 | 1.11 | -1.37 | 0.51 | 0.53 | 2.28 | -0.83 | 3.29 | 0.67 | -0.13 | 0.53 | 2.32 | 1.32 | -0.23 | 0.48 | 1.35 | -1.08 | 0.35 | 4.30 |
| Standard Deviation(%) | NA | 8.69 | 9.65 | 13.56 | 13.48 | NA | NA | … | … | 10.84 | 10.53 | 8.31 | 9.54 | 22.76 | 11.43 | 23.67 | 8.68 | 11.00 | 5.28 | 11.65 | 12.31 | 9.52 | 9.27 | 11.32 | 21.79 | 31.20 | 26.48 | 38.04 | 15.79 | 7.46 |
| Draw Down(%) | NA | 6.65 | 10.75 | 35.23 | 35.23 | NA | NA | … | … | 6.65 | 10.75 | 4.60 | 9.85 | 30.16 | 7.34 | 26.92 | 5.02 | 15.50 | 1.51 | 10.63 | 12.13 | 7.69 | 6.04 | 9.76 | 21.33 | 16.98 | 24.85 | 51.05 | 10.89 | 1.56 |
| Yield(%) | 0.00 | 8.50 | 5.23 | 2.95 | 5.58 | 5.80 | 4.72 | … | … | 0.00 | 8.91 | 2.82 | 3.08 | 1.09 | 3.01 | 2.22 | 11.36 | 9.96 | 9.83 | 6.95 | 5.93 | 5.54 | 4.34 | 5.89 | 1.49 | 1.76 | 1.92 | 1.74 | 1.94 | 2.15 |
Data as of 06/08/2026, Common starting date is 11/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLFAX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS A) |
-9.01%
Jun 2007 – Jun 2010 |
-1.99%
May 2007 – May 2012 |
2.61%
Oct 2013 – Oct 2023 |
2.90%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLFAX (RETIREMENT LIVING THROUGH 2030 PORTFOLIO CLASS A) |
24.66%
Feb 2009 – Feb 2012 |
20.15%
Feb 2009 – Feb 2014 |
12.61%
Feb 2009 – Feb 2019 |
8.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart