Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
401k Investor
Jackson National Life Insurance Company PERSPECTIVE REWARDS 9-YEAR CDSC (ALL)
Jackson National Life Insurance Company PERSPECTIVE REWARDS 9-YEAR CDSC (ALL) Strategic Asset Allocation - Equal Weight Moderate
Jackson National Life Insurance Company PERSPECTIVE REWARDS 9-YEAR CDSC (ALL) Strategic Asset Allocation - Equal Weight Moderate
live (public) 0.01% January 08
Delayed
Holdings (As of 10/31/2024)
sign up and login first and then customize a new portfolio for the latest current holdings
| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| CASH | CASH (CASH) | 0.0% | CASH | 100.00% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 01/08/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE REWARDS 9-YEAR CDSC (ALL) Strategic Asset Allocation - Equal Weight Moderate | -0.6% | 6.6% | 3.8% | 2.4% | 1.5% | 1.1% |
| VFINX (Vanguard (S&P 500) Index) | 6.0% | 14.9% | 18.3% | 16.7% | 13.3% | 14.7% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 4.7% | 11.2% | 11.6% | 9.1% | 8.3% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -0.6 | 6.6 | 3.8 | 2.4 | 1.5 | 1.1 | 1.5 | 0.8 | 0.8 | 0.9 | 6.6 | 4.3 | 1.4 | 0.0 | 0.2 | 1.4 | 1.3 | 0.6 | 0.2 | 0.0 | -14.5 | 13.8 | 4.7 | -7.6 | 9.2 | 20.6 | -25.6 | 3.0 | 3.3 | 2.2 | 0.9 | 0.7 | 1.1 | 2.3 |
| Sharpe Ratio | NA | 0.02 | 0.03 | -0.04 | -0.01 | 0.02 | NA | NA | NA | NA | -0.06 | -0.02 | 0.0 | 0.0 | 0.02 | 0.05 | 1.02 | 2.25 | 0.06 | 0.93 | -0.2 | -1.17 | 1.88 | 0.54 | -0.64 | 0.88 | 1.51 | -1.52 | 1.06 | 2.84 | 0.96 | 0.31 | 0.05 | 0.01 | 0.01 |
| Draw Down(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 35.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 18.5 | 5.4 | 7.6 | 16.4 | 9.4 | 13.6 | 33.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 0.0 | 0.5 | 0.4 | 0.3 | 0.2 | NA | NA | NA | NA | 6.5 | 0.5 | 0.3 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 12.3 | 7.3 | 8.6 | 12.0 | 10.4 | 13.6 | 17.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Treynor Ratio | NA | 0.0 | 0.05 | -0.12 | -0.1 | 0.14 | NA | NA | NA | NA | -0.02 | -0.02 | -0.03 | 0.01 | 0.06 | -0.31 | 64.8 | -7.43 | -0.29 | 1.22 | 1.87 | -0.34 | 0.26 | 0.08 | -0.3 | 0.23 | 0.46 | -0.75 | -32.87 | -260.29 | 2.18 | 0.47 | 0.68 | -0.13 | -0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.08 | 0.0 | -0.01 | -0.03 | 0.02 | 0.03 | -0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.42 | 0.52 | 0.54 | 0.25 | 0.4 | 0.44 | 0.35 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| RSquared | NA | 0.45 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | 0.22 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.16 | 0.62 | 0.66 | 0.24 | 0.48 | 0.79 | 0.7 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
| Sortino Ratio | NA | 3.16 | 1.5 | -1.93 | -0.59 | 0.91 | NA | NA | NA | NA | -0.07 | -0.73 | 4703.78 | 437.64 | 51.81 | 4323.13 | NA | NA | 0.19 | 33.82 | -4.94 | -1.22 | 2.61 | 0.72 | -0.83 | 1.24 | 2.24 | -1.9 | 384.86 | 378.86 | 271.07 | 79.74 | 3.61 | 0.81 | NA |
| Yield(%) | N/A | 0.1 | 6.6 | 4.2 | 2.6 | 1.7 | 1.2 | 1.2 | 1.3 | 1.3 | 1.1 | 6.6 | 4.3 | 1.4 | 0.0 | 0.2 | 1.4 | 1.3 | 0.6 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 3.0 | 3.3 | 2.2 | 0.9 | 0.7 | 1.1 | 2.3 |
| Dividend Growth(%) | N/A | -99.1 | 61.0 | 686.2 | 265.2 | 79.6 | N/A | N/A | N/A | N/A | N/A | 61.3 | 212.0 | 5700.1 | -89.8 | -83.3 | 7.7 | 113.3 | 202.1 | 641.7 | 246.4 | -38.1 | -37.5 | 77.6 | -66.9 | 2.8 | -95.3 | -76.8 | -5.3 | 53.8 | 133.5 | 37.8 | -36.8 | -51.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
This model portfolio uses Strategic Asset Allocation - Equal Weight
. The allocations are diversified by investing in the 2 major asset classes: US Equity, Foreign Equity
that are covered in Jackson National Life Insurance Company PERSPECTIVE REWARDS 9-YEAR CDSC (ALL). It then selects one or two funds for each of the 2 major asset classes.
1.Risk allocation: the risk profile of this portfolio 40.
The total allocation of the fixed income assets should be at least 40%.
2.Asset weights: risk assets selected are equally weighted by
default.
3.Fund selection: about one or two top performing funds among 4 available funds in the plan are chosen for each asset selected. They are usually equally weighted within
the asset by default.
4.Rebalance frequency: the portfolio is reviewed by the strategy program monthly
and the above steps are repeated. Asset weights are rebalanced back to target allocation if it is necessary.
5.
Simulation: Performance data before this portfolio went public are obtained from historical simulation. They are hypothetical.
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>