Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRFPX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS R4) | NA | 6.16% | -0.30% | 2.29% | 2.15% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRFPX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS R4) | 05/01/2012 | 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 | 6.16 | -0.30 | 2.29 | 2.15 | NA | NA | … | … | 3.52 | -10.47 | 2.62 | 7.64 | 8.90 | -0.45 | 4.14 | 3.22 | 0.07 | 3.56 | 1.94 | 3.13 |
| Sharpe Ratio | NA | 0.32 | -0.37 | 0.16 | 0.28 | NA | NA | … | … | 0.01 | -1.62 | 0.85 | 0.75 | 3.90 | -0.84 | 2.22 | 1.22 | 0.01 | 1.75 | 0.52 | 2.04 |
| Standard Deviation(%) | NA | 5.35 | 5.25 | 6.03 | 4.54 | NA | NA | … | … | 4.53 | 7.36 | 3.07 | 9.78 | 1.92 | 2.11 | 1.59 | 2.47 | 2.74 | 2.03 | 3.65 | 2.31 |
| Draw Down(%) | NA | 3.43 | 14.41 | 14.41 | 14.41 | NA | NA | … | … | 3.43 | 14.11 | 2.12 | 13.72 | 0.96 | 1.80 | 0.89 | 2.19 | 2.62 | 1.13 | 3.89 | 1.09 |
| Yield(%) | 0.00 | 7.95 | 5.13 | 4.70 | 3.55 | 2.61 | 1.95 | … | … | 1.71 | 5.52 | 6.04 | 2.53 | 3.92 | 3.51 | 3.78 | 2.12 | 3.00 | 2.31 | 1.66 | 2.76 |
Data as of 10/30/2023, Common starting date is 05/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRFPX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS R4) |
-1.08%
Sep 2019 – Sep 2022 |
0.85%
Sep 2017 – Sep 2022 |
1.68%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRFPX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS R4) |
6.37%
Oct 2018 – Oct 2021 |
4.64%
Dec 2015 – Dec 2020 |
2.54%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart