Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRFNX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS R2) | NA | 0.72% | -2.16% | 1.02% | 1.40% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRFNX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS R2) | 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 | 0.72 | -2.16 | 1.02 | 1.40 | NA | NA | … | … | -1.72 | -10.60 | 2.37 | 7.29 | 8.60 | -0.80 | 4.00 | 3.02 | -0.07 | 3.21 | 1.69 | 1.13 |
| Sharpe Ratio | NA | -0.56 | -0.67 | -0.05 | 0.11 | NA | NA | … | … | -1.03 | -1.64 | 0.73 | 0.72 | 3.86 | -1.04 | 2.06 | 1.17 | -0.04 | 1.56 | 0.45 | 1.57 |
| Standard Deviation(%) | NA | 6.55 | 5.70 | 6.27 | 4.69 | NA | NA | … | … | 6.17 | 7.33 | 3.21 | 9.77 | 1.86 | 2.02 | 1.65 | 2.40 | 2.65 | 2.05 | 3.70 | 2.29 |
| Draw Down(%) | NA | 5.62 | 14.64 | 14.64 | 14.64 | NA | NA | … | … | 5.62 | 14.27 | 2.20 | 13.71 | 0.87 | 1.98 | 0.89 | 2.19 | 2.70 | 1.13 | 3.88 | 1.14 |
| Yield(%) | 0.00 | 7.56 | 4.86 | 4.41 | 3.30 | 2.37 | 1.78 | … | … | 1.58 | 5.28 | 5.78 | 2.28 | 3.63 | 3.16 | 3.55 | 1.92 | 2.86 | 2.04 | 1.41 | 2.46 |
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 |
|---|---|---|---|---|
| JRFNX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS R2) |
-2.64%
Aug 2020 – Aug 2023 |
0.58%
Sep 2017 – Sep 2022 |
1.53%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRFNX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS R2) |
6.07%
Oct 2018 – Oct 2021 |
4.37%
Dec 2015 – Dec 2020 |
2.19%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart