Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTGX (RETIREMENT LIVING THROUGH II 2030 PORTFOLIO CLASS 1) | 5.59% | 15.57% | 12.51% | 5.69% | 8.83% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTGX (RETIREMENT LIVING THROUGH II 2030 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 (%) | -2.31 | 15.57 | 12.51 | 5.69 | 8.83 | NA | NA | … | … | 5.59 | 15.14 | 9.68 | 13.92 | -16.98 | 13.99 | 14.34 | 22.01 | -6.78 | 17.13 | 9.92 | -1.90 | 6.74 | -0.40 |
| Sharpe Ratio | NA | 1.78 | 1.04 | 0.30 | 0.57 | NA | NA | … | … | 1.26 | 1.17 | 0.74 | 1.07 | -1.10 | 1.49 | 0.56 | 2.35 | -0.73 | 3.13 | 0.83 | -0.15 | 0.70 | -0.23 |
| Standard Deviation(%) | NA | 8.15 | 9.51 | 11.24 | 12.65 | NA | NA | … | … | 9.90 | 10.53 | 8.21 | 9.70 | 16.72 | 9.37 | 25.02 | 8.75 | 11.17 | 5.29 | 11.63 | 12.82 | 9.60 | 12.69 |
| Draw Down(%) | NA | 6.05 | 10.25 | 23.64 | 27.51 | NA | NA | … | … | 6.05 | 10.25 | 4.30 | 9.90 | 23.36 | 3.89 | 27.51 | 4.66 | 14.73 | 1.59 | 9.36 | 11.90 | 7.14 | 3.57 |
| Yield(%) | 0.00 | 2.96 | 3.06 | 3.88 | 5.99 | 4.40 | 3.30 | … | … | 0.00 | 3.12 | 2.84 | 2.96 | 5.95 | 6.68 | 5.38 | 8.76 | 8.33 | 7.54 | 3.67 | 1.92 | 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 |
|---|---|---|---|---|
| JRTGX (RETIREMENT LIVING THROUGH II 2030 PORTFOLIO CLASS 1) |
0.76%
Apr 2021 – Apr 2024 |
3.24%
Mar 2015 – Mar 2020 |
6.45%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTGX (RETIREMENT LIVING THROUGH II 2030 PORTFOLIO CLASS 1) |
16.72%
Dec 2018 – Dec 2021 |
12.16%
Feb 2016 – Feb 2021 |
9.59%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart