Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRTWX (RETIREMENT LIVING THROUGH II 2040 PORTFOLIO CLASS R6) | 7.14% | 19.39% | 15.54% | 7.63% | 10.69% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRTWX (RETIREMENT LIVING THROUGH II 2040 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 (%) | -3.06 | 19.39 | 15.54 | 7.63 | 10.69 | NA | NA | … | … | 7.14 | 18.18 | 13.01 | 16.83 | -18.04 | 17.55 | 16.15 | 24.58 | -8.12 | 20.16 | 10.58 | -1.95 | 7.07 | -0.20 |
| Sharpe Ratio | NA | 1.79 | 1.10 | 0.39 | 0.59 | NA | NA | … | … | 1.34 | 1.12 | 0.92 | 1.18 | -0.98 | 1.52 | 0.53 | 2.18 | -0.70 | 3.10 | 0.78 | -0.14 | 0.67 | -0.11 |
| Standard Deviation(%) | NA | 10.63 | 11.99 | 13.77 | 15.28 | NA | NA | … | … | 12.92 | 13.76 | 10.21 | 11.30 | 19.88 | 11.53 | 29.96 | 10.60 | 13.64 | 6.31 | 13.23 | 14.23 | 10.55 | 13.33 |
| Draw Down(%) | NA | 7.81 | 13.77 | 25.26 | 31.54 | NA | NA | … | … | 7.81 | 13.77 | 6.07 | 11.23 | 25.12 | 4.79 | 31.54 | 5.97 | 17.58 | 1.79 | 10.48 | 13.04 | 7.83 | 3.65 |
| Yield(%) | 0.00 | 3.46 | 3.06 | 3.85 | 6.44 | 4.72 | 3.54 | … | … | 0.00 | 3.67 | 2.38 | 2.60 | 5.81 | 6.69 | 5.27 | 10.41 | 9.36 | 7.47 | 3.68 | 1.76 | 1.85 | 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 |
|---|---|---|---|---|
| JRTWX (RETIREMENT LIVING THROUGH II 2040 PORTFOLIO CLASS R6) |
1.45%
Mar 2017 – Mar 2020 |
3.20%
Mar 2015 – Mar 2020 |
7.64%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRTWX (RETIREMENT LIVING THROUGH II 2040 PORTFOLIO CLASS R6) |
19.37%
Dec 2018 – Dec 2021 |
14.03%
Oct 2016 – Oct 2021 |
11.43%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart