Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTDX (MULTI-INDEX 2025 LIFETIME PORTFOLIO CLASS R4) | 4.66% | 13.18% | 10.68% | 4.57% | 7.23% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTDX (MULTI-INDEX 2025 LIFETIME PORTFOLIO CLASS R4) | 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 (%) | -1.88 | 13.18 | 10.68 | 4.57 | 7.23 | NA | NA | … | … | 4.66 | 13.10 | 7.83 | 11.89 | -15.67 | 11.76 | 12.74 | 20.08 | -5.96 | 18.44 | 2.57 | -1.93 | 6.36 | -0.50 |
| Sharpe Ratio | NA | 1.74 | 0.99 | 0.23 | 0.45 | NA | NA | … | … | 1.20 | 1.20 | 0.61 | 0.96 | -1.16 | 1.45 | 0.56 | 2.50 | -0.77 | 0.33 | 0.31 | -0.17 | 0.73 | -0.31 |
| Standard Deviation(%) | NA | 6.75 | 7.99 | 9.71 | 12.49 | NA | NA | … | … | 8.25 | 8.53 | 6.93 | 8.68 | 14.78 | 8.11 | 22.35 | 7.43 | 9.58 | 52.92 | 7.80 | 11.25 | 8.65 | 11.94 |
| Draw Down(%) | NA | 5.17 | 8.71 | 21.93 | 25.33 | NA | NA | … | … | 5.17 | 8.12 | 3.75 | 8.71 | 21.68 | 3.50 | 25.33 | 3.88 | 12.79 | 0.57 | 8.30 | 10.74 | 6.36 | 3.48 |
| Yield(%) | 0.00 | 3.18 | 3.17 | 3.74 | 5.26 | 3.87 | 2.90 | … | … | 0.00 | 3.33 | 2.96 | 3.02 | 4.91 | 6.67 | 5.67 | 8.09 | 8.06 | 6.11 | 0.00 | 1.80 | 1.39 | 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 |
|---|---|---|---|---|
| JRTDX (MULTI-INDEX 2025 LIFETIME PORTFOLIO CLASS R4) |
0.19%
Apr 2021 – Apr 2024 |
3.24%
Mar 2015 – Mar 2020 |
5.80%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTDX (MULTI-INDEX 2025 LIFETIME PORTFOLIO CLASS R4) |
14.80%
Dec 2018 – Dec 2021 |
12.49%
Dec 2016 – Dec 2021 |
7.38%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart