Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKFX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R3) | NA | 8.58% | 6.53% | 9.61% | NA | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKFX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R3) | 03/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.58 | 6.53 | 9.61 | NA | NA | NA | … | … | 7.51 | 24.06 | -9.47 | 20.75 | 8.11 | -1.78 | 5.00 | 23.20 | 4.22 |
| Sharpe Ratio | NA | 0.28 | 0.29 | 0.53 | NA | NA | NA | … | … | 0.25 | 2.07 | -0.79 | 3.21 | 0.60 | -0.14 | 0.49 | 2.32 | 0.40 |
| Standard Deviation(%) | NA | 29.48 | 19.82 | 16.71 | NA | NA | NA | … | … | 30.02 | 10.97 | 13.69 | 6.30 | 13.12 | 13.28 | 10.24 | 10.00 | 12.73 |
| Draw Down(%) | NA | 32.15 | 32.15 | 32.15 | NA | NA | NA | … | … | 32.15 | 6.44 | 18.94 | 1.89 | 11.65 | 13.00 | 8.11 | 6.27 | 10.48 |
| Yield(%) | 0.00 | 8.29 | 7.60 | 7.48 | 5.60 | 3.74 | 2.80 | … | … | 0.00 | 10.19 | 9.76 | 6.89 | 6.11 | 4.68 | 4.32 | 3.62 | 2.00 |
Data as of 12/17/2020, 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 |
|---|---|---|---|---|
| JLKFX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R3) |
0.47%
Mar 2017 – Mar 2020 |
2.24%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKFX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS R3) |
14.78%
May 2012 – May 2015 |
10.92%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart