Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTFX (RETIREMENT LIVING THROUGH II 2025 PORTFOLIO CLASS R6) | 4.82% | 13.42% | 10.96% | 4.83% | 7.83% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTFX (RETIREMENT LIVING THROUGH II 2025 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 (%) | -1.81 | 13.42 | 10.96 | 4.83 | 7.83 | NA | NA | … | … | 4.82 | 13.36 | 8.09 | 12.15 | -15.45 | 12.02 | 13.00 | 20.24 | -5.78 | 15.17 | 9.50 | -1.76 | 6.62 | -0.50 |
| Sharpe Ratio | NA | 1.78 | 1.02 | 0.25 | 0.56 | NA | NA | … | … | 1.22 | 1.24 | 0.64 | 0.99 | -1.15 | 1.47 | 0.57 | 2.54 | -0.75 | 3.14 | 0.91 | -0.16 | 0.75 | -0.30 |
| Standard Deviation(%) | NA | 6.75 | 8.02 | 9.72 | 11.08 | NA | NA | … | … | 8.31 | 8.51 | 6.97 | 8.68 | 14.77 | 8.19 | 22.37 | 7.39 | 9.59 | 4.64 | 10.19 | 11.21 | 8.74 | 12.05 |
| Draw Down(%) | NA | 5.09 | 8.70 | 21.76 | 25.26 | NA | NA | … | … | 5.09 | 8.03 | 3.75 | 8.70 | 21.52 | 3.52 | 25.26 | 3.87 | 12.64 | 1.43 | 8.20 | 10.56 | 6.34 | 3.48 |
| Yield(%) | 0.00 | 3.43 | 3.44 | 3.96 | 5.84 | 4.31 | 3.23 | … | … | 0.00 | 3.59 | 3.22 | 3.28 | 5.13 | 6.93 | 5.92 | 8.26 | 8.23 | 7.09 | 3.91 | 1.97 | 1.65 | 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 |
|---|---|---|---|---|
| JRTFX (RETIREMENT LIVING THROUGH II 2025 PORTFOLIO CLASS R6) |
0.43%
Apr 2021 – Apr 2024 |
3.20%
Mar 2015 – Mar 2020 |
5.83%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTFX (RETIREMENT LIVING THROUGH II 2025 PORTFOLIO CLASS R6) |
15.03%
Dec 2018 – Dec 2021 |
11.06%
Feb 2016 – Feb 2021 |
8.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart