Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKOX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS 1) | 10.98% | 24.14% | 18.00% | 3.61% | 8.87% | 8.32% | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKOX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS 1) | 04/29/2011 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.81 | 24.14 | 18.00 | 3.61 | 8.87 | 8.32 | NA | … | … | 10.98 | 18.45 | 15.50 | 18.67 | -31.37 | 8.67 | 17.02 | 24.74 | -8.99 | 21.51 | 8.76 | -1.37 | 5.70 | 23.89 | 15.75 | -12.41 |
| Sharpe Ratio | NA | 1.58 | 1.05 | 0.05 | 0.40 | NA | NA | … | … | 1.26 | 0.96 | 1.01 | 1.22 | -1.19 | 0.60 | 0.55 | 2.13 | -0.76 | 3.34 | 0.65 | -0.11 | 0.56 | 2.38 | 1.31 | -0.68 |
| Standard Deviation(%) | NA | 13.21 | 14.06 | 17.67 | 17.32 | NA | NA | … | … | 16.32 | 16.32 | 11.79 | 12.39 | 27.73 | 14.41 | 30.38 | 10.94 | 13.68 | 6.27 | 13.19 | 13.26 | 10.22 | 10.04 | 12.09 | 26.35 |
| Draw Down(%) | NA | 9.76 | 16.64 | 37.59 | 37.59 | NA | NA | … | … | 9.76 | 16.64 | 8.13 | 11.72 | 32.39 | 8.00 | 32.04 | 6.42 | 18.49 | 1.96 | 11.57 | 12.82 | 8.08 | 6.18 | 10.38 | 22.03 |
| Yield(%) | 0.00 | 7.71 | 5.58 | 3.13 | 6.01 | 6.18 | 4.32 | … | … | 0.00 | 8.17 | 3.63 | 3.70 | 0.98 | 3.49 | 2.20 | 10.89 | 10.31 | 7.55 | 6.69 | 5.19 | 4.94 | 4.28 | 2.83 | 1.56 |
Data as of 06/11/2026, Common starting date is 04/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKOX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS 1) |
-5.77%
Apr 2021 – Apr 2024 |
-0.18%
Dec 2017 – Dec 2022 |
3.85%
Oct 2013 – Oct 2023 |
8.03%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKOX (RETIREMENT LIVING THROUGH 2050 PORTFOLIO CLASS 1) |
20.18%
May 2023 – May 2026 |
14.24%
Jun 2016 – Jun 2021 |
12.23%
Sep 2011 – Sep 2021 |
8.03%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart