Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKEX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R2) | 7.84% | 20.26% | 16.45% | 2.65% | 7.99% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKEX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R2) | 03/02/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.04 | 20.26 | 16.45 | 2.65 | 7.99 | NA | NA | … | … | 7.84 | 18.01 | 14.93 | 18.19 | -31.67 | 8.13 | 16.44 | 24.22 | -9.46 | 21.01 | 8.28 | -1.74 | 5.15 | 23.36 | 4.36 |
| Sharpe Ratio | NA | 1.54 | 1.01 | 0.02 | 0.37 | NA | NA | … | … | 1.22 | 0.93 | 0.96 | 1.19 | -1.20 | 0.56 | 0.53 | 2.07 | -0.80 | 3.27 | 0.61 | -0.13 | 0.50 | 2.34 | 0.42 |
| Standard Deviation(%) | NA | 13.22 | 14.07 | 17.69 | 17.33 | NA | NA | … | … | 16.27 | 16.32 | 11.83 | 12.35 | 27.79 | 14.44 | 30.43 | 10.96 | 13.67 | 6.26 | 13.14 | 13.31 | 10.27 | 9.98 | 12.63 |
| Draw Down(%) | NA | 9.85 | 16.74 | 37.95 | 37.95 | NA | NA | … | … | 9.85 | 16.74 | 8.08 | 11.86 | 32.74 | 8.13 | 32.04 | 6.43 | 18.86 | 1.96 | 11.56 | 12.92 | 8.10 | 6.18 | 10.48 |
| Yield(%) | 0.00 | 7.27 | 5.08 | 2.77 | 5.46 | 5.42 | 4.06 | … | … | 0.00 | 7.70 | 3.13 | 3.20 | 0.59 | 2.98 | 1.80 | 10.37 | 9.83 | 7.06 | 6.20 | 4.72 | 4.47 | 3.78 | 2.15 |
Data as of 06/10/2026, Common starting date is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKEX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R2) |
-6.24%
Apr 2021 – Apr 2024 |
-0.66%
Dec 2017 – Dec 2022 |
3.39%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKEX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R2) |
19.65%
May 2023 – May 2026 |
13.71%
Jun 2016 – Jun 2021 |
8.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart