Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTAX (RETIREMENT LIVING THROUGH II 2020 PORTFOLIO CLASS R6) | 4.37% | 12.29% | 10.13% | 4.44% | 6.94% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTAX (RETIREMENT LIVING THROUGH II 2020 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 (%) | -1.53 | 12.29 | 10.13 | 4.44 | 6.94 | NA | NA | … | … | 4.37 | 12.50 | 7.25 | 11.16 | -13.88 | 9.57 | 10.97 | 18.49 | -4.78 | 12.88 | 9.05 | -1.67 | 6.22 | -0.80 |
| Sharpe Ratio | NA | 1.75 | 1.00 | 0.24 | 0.55 | NA | NA | … | … | 1.18 | 1.27 | 0.58 | 0.96 | -1.18 | 1.41 | 0.55 | 2.76 | -0.78 | 3.22 | 1.02 | -0.18 | 0.84 | -0.51 |
| Standard Deviation(%) | NA | 6.07 | 7.22 | 8.64 | 9.62 | NA | NA | … | … | 7.46 | 7.57 | 6.29 | 7.88 | 13.06 | 6.75 | 19.39 | 6.16 | 7.95 | 3.82 | 8.65 | 9.63 | 7.41 | 11.33 |
| Draw Down(%) | NA | 4.62 | 7.73 | 19.92 | 22.88 | NA | NA | … | … | 4.62 | 6.96 | 3.38 | 7.73 | 19.66 | 3.09 | 22.88 | 3.05 | 10.51 | 1.36 | 6.97 | 9.47 | 5.45 | 3.40 |
| Yield(%) | 0.00 | 3.69 | 3.63 | 4.01 | 5.50 | 4.06 | 3.04 | … | … | 0.00 | 3.86 | 3.41 | 3.45 | 4.36 | 7.35 | 5.79 | 7.42 | 7.60 | 6.51 | 3.91 | 1.99 | 1.53 | 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 |
|---|---|---|---|---|
| JRTAX (RETIREMENT LIVING THROUGH II 2020 PORTFOLIO CLASS R6) |
0.34%
Apr 2021 – Apr 2024 |
2.70%
Sep 2017 – Sep 2022 |
5.13%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTAX (RETIREMENT LIVING THROUGH II 2020 PORTFOLIO CLASS R6) |
12.94%
Dec 2018 – Dec 2021 |
9.72%
Feb 2016 – Feb 2021 |
7.65%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart