Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLHX (RETIREMENT LIVING THROUGH II 2010 PORTFOLIO CLASS R6) | 3.31% | 10.07% | 8.75% | 3.84% | 5.78% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLHX (RETIREMENT LIVING THROUGH II 2010 PORTFOLIO CLASS R6) | 11/11/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 10.07 | 8.75 | 3.84 | 5.78 | NA | NA | … | … | 3.31 | 10.73 | 6.30 | 9.94 | -11.72 | 7.10 | 9.29 | 15.98 | -3.42 | 9.90 | 8.04 | -1.65 | 5.89 | -1.40 |
| Sharpe Ratio | NA | 1.69 | 1.00 | 0.20 | 0.54 | NA | NA | … | … | 1.01 | 1.40 | 0.53 | 0.94 | -1.21 | 1.34 | 0.57 | 3.20 | -0.86 | 3.22 | 1.22 | -0.24 | 1.11 | -0.98 |
| Standard Deviation(%) | NA | 4.70 | 5.71 | 7.04 | 7.72 | NA | NA | … | … | 5.81 | 5.62 | 5.09 | 6.71 | 10.88 | 5.29 | 15.89 | 4.54 | 5.62 | 2.89 | 6.43 | 7.00 | 5.31 | 10.19 |
| Draw Down(%) | NA | 3.75 | 5.89 | 17.19 | 20.02 | NA | NA | … | … | 3.75 | 5.10 | 2.73 | 5.89 | 17.05 | 2.49 | 20.02 | 1.89 | 7.52 | 1.33 | 4.75 | 7.58 | 3.82 | 3.24 |
| Yield(%) | 0.00 | 4.03 | 3.91 | 4.14 | 5.13 | 3.80 | 2.85 | … | … | 0.00 | 4.19 | 3.73 | 3.66 | 4.90 | 6.58 | 5.52 | 5.53 | 7.85 | 5.49 | 4.62 | 2.34 | 1.55 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLHX (RETIREMENT LIVING THROUGH II 2010 PORTFOLIO CLASS R6) |
0.32%
Sep 2019 – Sep 2022 |
2.23%
Sep 2017 – Sep 2022 |
4.33%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLHX (RETIREMENT LIVING THROUGH II 2010 PORTFOLIO CLASS R6) |
10.73%
Dec 2018 – Dec 2021 |
8.04%
Feb 2016 – Feb 2021 |
6.45%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart