Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRHSX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R6) | NA | 6.61% | 1.12% | 4.18% | 4.66% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRHSX (RETIREMENT CHOICES AT 2030 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 | 6.61 | 1.12 | 4.18 | 4.66 | NA | NA | … | … | 3.24 | -16.34 | 8.74 | 13.18 | 18.13 | -4.93 | 14.43 | 8.28 | -1.62 | 5.94 | 15.78 | 3.78 |
| Sharpe Ratio | NA | 0.23 | -0.06 | 0.25 | 0.39 | NA | NA | … | … | -0.05 | -1.41 | 1.30 | 0.70 | 2.78 | -0.74 | 3.29 | 0.88 | -0.17 | 0.79 | 1.52 | 1.46 |
| Standard Deviation(%) | NA | 8.17 | 9.14 | 11.31 | 9.75 | NA | NA | … | … | 6.54 | 12.59 | 6.71 | 18.46 | 6.01 | 8.47 | 4.21 | 9.22 | 9.78 | 7.52 | 10.33 | 8.55 |
| Draw Down(%) | NA | 4.81 | 21.70 | 21.70 | 21.70 | NA | NA | … | … | 4.81 | 21.34 | 3.35 | 20.39 | 3.00 | 11.06 | 1.32 | 7.06 | 9.68 | 5.64 | 10.30 | 4.72 |
| Yield(%) | 0.00 | 17.49 | 10.31 | 9.75 | 7.22 | 5.69 | 4.27 | … | … | 1.27 | 13.31 | 9.87 | 6.28 | 9.16 | 10.24 | 7.90 | 4.51 | 3.40 | 2.55 | 2.19 | 3.32 |
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 |
|---|---|---|---|---|
| JRHSX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R6) |
-0.05%
Aug 2020 – Aug 2023 |
2.53%
Sep 2017 – Sep 2022 |
5.03%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRHSX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R6) |
13.29%
Dec 2018 – Dec 2021 |
10.21%
Feb 2016 – Feb 2021 |
6.06%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart