Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JREOX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS 1) | NA | 9.11% | 0.22% | 3.49% | 4.12% | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JREOX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS 1) | 05/04/2010 | 10/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.11 | 0.22 | 3.49 | 4.12 | NA | NA | … | … | 4.90 | -12.73 | 5.09 | 10.62 | 14.61 | -3.20 | 10.54 | 6.78 | -1.25 | 5.56 | 11.95 | 11.63 | 1.78 | 7.66 |
| Sharpe Ratio | NA | 0.98 | -0.21 | 0.26 | 0.46 | NA | NA | … | … | 0.43 | -1.56 | 1.11 | 0.75 | 3.47 | -0.79 | 3.31 | 0.99 | -0.18 | 0.97 | 1.48 | 1.55 | 0.12 | 0.54 |
| Standard Deviation(%) | NA | 6.11 | 6.55 | 8.25 | 7.10 | NA | NA | … | … | 4.69 | 9.06 | 4.59 | 13.87 | 3.81 | 5.69 | 3.00 | 6.63 | 7.16 | 5.73 | 8.06 | 7.53 | 14.35 | 21.35 |
| Draw Down(%) | NA | 3.76 | 17.33 | 17.33 | 17.33 | NA | NA | … | … | 3.76 | 16.93 | 2.57 | 16.75 | 1.50 | 7.37 | 1.16 | 4.76 | 7.63 | 4.20 | 8.55 | 5.88 | 12.13 | 9.89 |
| Yield(%) | 0.00 | 13.07 | 8.72 | 8.36 | 6.29 | 5.70 | 4.28 | … | … | 1.68 | 9.69 | 9.62 | 6.81 | 7.80 | 8.65 | 7.10 | 3.76 | 3.31 | 2.35 | 2.06 | 3.53 | 1.48 | 1.63 |
Data as of 10/16/2023, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JREOX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS 1) |
0.19%
Aug 2020 – Aug 2023 |
2.03%
Sep 2017 – Sep 2022 |
4.20%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JREOX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS 1) |
11.57%
Jun 2010 – Jun 2013 |
9.95%
Jun 2010 – Jun 2015 |
7.63%
Aug 2010 – Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart