Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRESX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS R6) | NA | 5.79% | 0.36% | 3.48% | 3.81% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRESX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS R6) | 09/05/2012 | 10/30/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.79 | 0.36 | 3.48 | 3.81 | NA | NA | … | … | 2.76 | -12.69 | 5.14 | 10.76 | 14.67 | -3.24 | 10.68 | 6.83 | -1.21 | 5.53 | 12.00 | 3.26 |
| Sharpe Ratio | NA | 0.21 | -0.19 | 0.26 | 0.41 | NA | NA | … | … | -0.18 | -1.56 | 1.12 | 0.76 | 3.42 | -0.80 | 3.26 | 1.01 | -0.17 | 0.96 | 1.48 | 1.55 |
| Standard Deviation(%) | NA | 6.03 | 6.54 | 8.26 | 7.11 | NA | NA | … | … | 4.94 | 9.03 | 4.56 | 13.88 | 3.88 | 5.66 | 3.09 | 6.55 | 7.15 | 5.77 | 8.06 | 6.91 |
| Draw Down(%) | NA | 3.76 | 17.21 | 17.21 | 17.21 | NA | NA | … | … | 3.76 | 16.85 | 2.50 | 16.83 | 1.50 | 7.37 | 1.16 | 4.68 | 7.55 | 4.20 | 8.55 | 3.87 |
| Yield(%) | 0.00 | 13.00 | 8.97 | 8.55 | 6.25 | 4.81 | 3.61 | … | … | 1.70 | 9.73 | 9.66 | 6.86 | 7.85 | 8.70 | 7.15 | 3.81 | 3.36 | 2.41 | 2.11 | 3.34 |
Data as of 10/30/2023, 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 |
|---|---|---|---|---|
| JRESX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS R6) |
-0.45%
Aug 2020 – Aug 2023 |
2.07%
Sep 2017 – Sep 2022 |
4.11%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRESX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS R6) |
10.12%
Dec 2018 – Dec 2021 |
8.07%
Jan 2016 – Jan 2021 |
4.81%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart