Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRLWX (RETIREMENT LIVING THROUGH II 2050 PORTFOLIO CLASS 1) | 7.95% | 21.71% | 17.42% | 8.87% | 11.40% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRLWX (RETIREMENT LIVING THROUGH II 2050 PORTFOLIO CLASS 1) | 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 (%) | -3.70 | 21.71 | 17.42 | 8.87 | 11.40 | NA | NA | … | … | 7.95 | 20.03 | 15.27 | 18.48 | -18.05 | 18.34 | 16.11 | 25.02 | -8.37 | 20.27 | 10.33 | -1.86 | 6.92 | -0.20 |
| Sharpe Ratio | NA | 1.77 | 1.11 | 0.43 | 0.60 | NA | NA | … | … | 1.33 | 1.07 | 1.02 | 1.23 | -0.91 | 1.49 | 0.51 | 2.18 | -0.71 | 3.09 | 0.77 | -0.13 | 0.65 | -0.11 |
| Standard Deviation(%) | NA | 12.48 | 13.68 | 15.26 | 16.27 | NA | NA | … | … | 15.09 | 16.12 | 11.46 | 12.19 | 21.37 | 12.33 | 31.19 | 10.82 | 13.86 | 6.38 | 13.22 | 14.20 | 10.56 | 13.34 |
| Draw Down(%) | NA | 9.19 | 16.17 | 25.70 | 32.54 | NA | NA | … | … | 9.19 | 16.17 | 7.52 | 11.73 | 25.59 | 5.13 | 32.54 | 6.06 | 17.95 | 1.87 | 10.57 | 13.04 | 7.74 | 3.65 |
| Yield(%) | 0.00 | 3.51 | 2.95 | 3.75 | 6.23 | 4.56 | 3.42 | … | … | 0.00 | 3.74 | 1.98 | 2.48 | 5.66 | 6.50 | 4.57 | 9.98 | 8.66 | 7.22 | 3.54 | 1.76 | 1.70 | 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 |
|---|---|---|---|---|
| JRLWX (RETIREMENT LIVING THROUGH II 2050 PORTFOLIO CLASS 1) |
1.11%
Mar 2017 – Mar 2020 |
2.97%
Mar 2015 – Mar 2020 |
7.85%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRLWX (RETIREMENT LIVING THROUGH II 2050 PORTFOLIO CLASS 1) |
20.45%
May 2023 – May 2026 |
14.19%
Oct 2016 – Oct 2021 |
12.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart