Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLKZX (RETIREMENT LIVING THROUGH II 2055 PORTFOLIO CLASS 1) | 8.01% | 21.79% | 17.44% | 8.87% | 11.40% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLKZX (RETIREMENT LIVING THROUGH II 2055 PORTFOLIO CLASS 1) | 03/28/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.65 | 21.79 | 17.44 | 8.87 | 11.40 | NA | NA | … | … | 8.01 | 19.97 | 15.35 | 18.47 | -18.13 | 18.40 | 16.07 | 24.98 | -8.41 | 20.37 | 10.40 | -1.99 | 6.46 |
| Sharpe Ratio | NA | 1.77 | 1.12 | 0.43 | 0.60 | NA | NA | … | … | 1.35 | 1.07 | 1.02 | 1.23 | -0.92 | 1.50 | 0.50 | 2.17 | -0.71 | 3.12 | 0.77 | -0.14 | 0.84 |
| Standard Deviation(%) | NA | 12.46 | 13.66 | 15.26 | 16.28 | NA | NA | … | … | 15.06 | 16.10 | 11.45 | 12.13 | 21.40 | 12.29 | 31.31 | 10.81 | 13.85 | 6.35 | 13.18 | 14.08 | 10.13 |
| Draw Down(%) | NA | 9.15 | 16.15 | 25.77 | 32.53 | NA | NA | … | … | 9.15 | 16.15 | 7.53 | 11.78 | 25.61 | 5.16 | 32.53 | 6.05 | 17.99 | 1.89 | 10.45 | 13.05 | 7.80 |
| Yield(%) | 0.00 | 3.88 | 3.10 | 3.88 | 6.30 | 4.60 | 3.45 | … | … | 0.00 | 4.13 | 1.98 | 2.46 | 6.06 | 6.40 | 4.25 | 9.77 | 8.72 | 7.69 | 3.46 | 1.65 | 1.70 |
Data as of 06/10/2026, Common starting date is 03/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKZX (RETIREMENT LIVING THROUGH II 2055 PORTFOLIO CLASS 1) |
1.09%
Mar 2017 – Mar 2020 |
2.98%
Mar 2015 – Mar 2020 |
7.96%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLKZX (RETIREMENT LIVING THROUGH II 2055 PORTFOLIO CLASS 1) |
20.43%
May 2023 – May 2026 |
14.19%
Oct 2016 – Oct 2021 |
12.05%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart