Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRHRX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R2) | NA | 6.13% | 0.62% | 3.67% | 4.14% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRHRX (RETIREMENT CHOICES AT 2030 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 | 6.13 | 0.62 | 3.67 | 4.14 | NA | NA | … | … | 2.86 | -16.82 | 8.29 | 12.60 | 17.53 | -5.43 | 13.85 | 7.73 | -2.19 | 5.48 | 15.19 | 3.73 |
| Sharpe Ratio | NA | 0.18 | -0.11 | 0.20 | 0.33 | NA | NA | … | … | -0.12 | -1.45 | 1.23 | 0.66 | 2.70 | -0.79 | 3.16 | 0.82 | -0.23 | 0.73 | 1.47 | 1.45 |
| Standard Deviation(%) | NA | 8.17 | 9.12 | 11.34 | 9.77 | NA | NA | … | … | 6.52 | 12.57 | 6.71 | 18.55 | 5.98 | 8.54 | 4.20 | 9.20 | 9.81 | 7.47 | 10.34 | 8.48 |
| Draw Down(%) | NA | 4.71 | 22.10 | 22.10 | 22.10 | NA | NA | … | … | 4.71 | 21.73 | 3.42 | 20.50 | 2.93 | 11.52 | 1.32 | 7.05 | 9.95 | 5.64 | 10.36 | 4.80 |
| Yield(%) | 0.00 | 16.76 | 9.77 | 9.24 | 6.69 | 5.26 | 3.95 | … | … | 1.00 | 12.85 | 9.34 | 5.80 | 8.58 | 9.71 | 7.33 | 3.97 | 2.95 | 2.01 | 1.65 | 2.82 |
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 |
|---|---|---|---|---|
| JRHRX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R2) |
-0.57%
Aug 2020 – Aug 2023 |
2.01%
Sep 2017 – Sep 2022 |
4.49%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRHRX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R2) |
12.74%
Dec 2018 – Dec 2021 |
9.65%
Feb 2016 – Feb 2021 |
5.52%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart