Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JREQX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS R1) | NA | 5.31% | 4.70% | 6.00% | NA | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JREQX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS R1) | 09/05/2012 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.31 | 4.70 | 6.00 | NA | NA | NA | … | … | 4.89 | 6.96 | -11.89 | 9.75 | 6.02 | -1.83 | 4.74 | 11.25 | 2.95 |
| Sharpe Ratio | NA | 0.37 | 0.43 | 0.69 | NA | NA | NA | … | … | 0.35 | 0.75 | -1.30 | 2.96 | 0.88 | -0.26 | 0.84 | 1.41 | 1.40 |
| Standard Deviation(%) | NA | 13.64 | 8.84 | 7.60 | NA | NA | NA | … | … | 13.89 | 7.43 | 10.21 | 3.09 | 6.61 | 7.14 | 5.63 | 7.96 | 6.92 |
| Draw Down(%) | NA | 16.84 | 16.84 | 16.84 | NA | NA | NA | … | … | 16.84 | 6.04 | 14.46 | 1.16 | 4.82 | 7.91 | 4.35 | 8.53 | 3.88 |
| Yield(%) | 0.00 | 6.24 | 6.38 | 5.35 | 3.55 | 2.37 | 1.78 | … | … | 0.00 | 7.08 | 7.92 | 6.33 | 3.01 | 2.71 | 1.62 | 1.33 | 2.59 |
Data as of 12/17/2020, Common starting date is 09/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JREQX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS R1) |
2.30%
Mar 2017 – Mar 2020 |
2.41%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JREQX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS R1) |
6.29%
Dec 2016 – Dec 2019 |
6.15%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart