Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRFSX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS R6) | NA | 4.84% | -0.52% | 2.22% | 2.22% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRFSX (RETIREMENT CHOICES AT 2015 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 | 4.84 | -0.52 | 2.22 | 2.22 | NA | NA | … | … | 2.17 | -10.18 | 2.88 | 7.92 | 9.08 | -0.28 | 4.42 | 3.32 | 0.25 | 3.73 | 2.29 | 1.27 |
| Sharpe Ratio | NA | 0.08 | -0.41 | 0.14 | 0.30 | NA | NA | … | … | -0.36 | -1.59 | 0.91 | 0.78 | 3.96 | -0.76 | 2.39 | 1.29 | 0.08 | 1.77 | 0.61 | 1.91 |
| Standard Deviation(%) | NA | 5.31 | 5.21 | 6.02 | 4.53 | NA | NA | … | … | 4.47 | 7.29 | 3.13 | 9.80 | 1.94 | 2.10 | 1.59 | 2.41 | 2.67 | 2.10 | 3.69 | 2.13 |
| Draw Down(%) | NA | 3.34 | 14.27 | 14.27 | 14.27 | NA | NA | … | … | 3.34 | 13.97 | 2.13 | 13.74 | 0.96 | 1.80 | 0.90 | 2.19 | 2.53 | 1.04 | 3.89 | 1.05 |
| Yield(%) | 0.00 | 8.34 | 5.42 | 4.96 | 3.78 | 2.73 | 2.04 | … | … | 1.85 | 5.76 | 6.31 | 2.79 | 4.18 | 3.69 | 3.96 | 2.31 | 3.19 | 2.56 | 1.92 | 2.96 |
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 |
|---|---|---|---|---|
| JRFSX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS R6) |
-0.98%
Aug 2020 – Aug 2023 |
1.09%
Sep 2017 – Sep 2022 |
2.00%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRFSX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS R6) |
6.61%
Oct 2018 – Oct 2021 |
4.84%
Dec 2015 – Dec 2020 |
2.65%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart