+0.01
+0.09%
| 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | YTD 4/2013 | |
|---|---|---|---|---|---|---|---|
| Total Return % | 6.57 | -33.38 | 32.95 | 12.81 | -1.45 | 12.98 | 6.14 |
| % Rank in Cat | 42 | 79 | 2 | 23 | 78 | 8 | 21 |
| +/- Category | 0.73 | -5.62 | 9.4 | 1.31 | -1.18 | 2.33 | 1.08 |
| +/- Index* | -2.06 | -11.19 | 11.18 | 0.48 | -2.04 | 0.94 | -0.51 |
-
Fund
-
Category: Target Date 2011-2015
| TOTAL RETURN % | +/- INDEX* | +/- CAT | % RANK IN CAT | |
|---|---|---|---|---|
| 1-Day | 0.09 | --- | --- | --- |
| 1-Week | 0.56 | --- | --- | --- |
| 4-Week | 3.76 | --- | --- | --- |
| 3-Month | 5.7 | 2.08 | 3.03 | 26 |
| Year-to-date | 8.26 | 1.61 | 5.06 | 21 |
| 1-Year | 17.67 | 6.92 | 9.33 | 12 |
| 3-Year Annualized | 11.21 | 2.3 | 7.54 | 38 |
| 5-Year Annualized | 4.08 | -1.17 | 3.63 | 44 |
| 10-Year Annualized | NA | NA | 5.01 | NA |
-
Fund
-
Category: Target Date 2011-2015
-
Index: Morningstar Moderate Target Risk
| PERIOD | JLBAX |
|---|---|
| 1 Year | 5.38% |
| 3 Year | 6.27% |
| 5 Year | 2.85% |
| 10 Year | NA |
| ONE YEAR RETURN | THREE YEAR RETURN | |
|---|---|---|
| Best | 32.95 (2009) | 13.91 (2009-2011) |
| Worst | -33.38 (2008) | -1.9 (2007-2009) |
All other Morningstar returns data through 04/30/2013
* Comparison index: Morningstar Moderate Target Risk
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