Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRHOX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS 1) | NA | 12.40% | 1.11% | 4.33% | 5.15% | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRHOX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS 1) | 05/04/2010 | 10/16/2023 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.40 | 1.11 | 4.33 | 5.15 | NA | NA | … | … | 7.03 | -16.45 | 8.69 | 13.13 | 18.06 | -4.90 | 14.29 | 8.30 | -1.74 | 5.88 | 15.71 | 13.07 | 0.53 | 8.35 |
| Sharpe Ratio | NA | 1.20 | -0.05 | 0.26 | 0.44 | NA | NA | … | … | 0.78 | -1.42 | 1.28 | 0.69 | 2.75 | -0.73 | 3.25 | 0.88 | -0.18 | 0.78 | 1.52 | 1.41 | 0.03 | 0.52 |
| Standard Deviation(%) | NA | 8.16 | 9.16 | 11.35 | 9.76 | NA | NA | … | … | 6.12 | 12.63 | 6.75 | 18.53 | 6.06 | 8.56 | 4.22 | 9.17 | 9.82 | 7.54 | 10.35 | 9.31 | 17.27 | 24.58 |
| Draw Down(%) | NA | 4.72 | 21.74 | 21.74 | 21.74 | NA | NA | … | … | 4.72 | 21.40 | 3.42 | 20.45 | 2.93 | 11.12 | 1.32 | 6.98 | 9.75 | 5.56 | 10.30 | 7.54 | 14.95 | 11.76 |
| Yield(%) | 0.00 | 17.74 | 9.91 | 9.45 | 7.28 | 6.72 | 5.04 | … | … | 1.25 | 13.27 | 9.83 | 6.23 | 9.10 | 10.19 | 7.83 | 4.45 | 3.35 | 2.49 | 2.13 | 3.51 | 1.48 | 1.69 |
Data as of 10/16/2023, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRHOX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS 1) |
0.75%
Sep 2019 – Sep 2022 |
2.47%
Sep 2017 – Sep 2022 |
5.17%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRHOX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS 1) |
13.61%
Sep 2011 – Sep 2014 |
11.42%
Jun 2010 – Jun 2015 |
9.22%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart