Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRIFX (RETIREMENT INCOME 2040 FUND CLASS R6) | NA | 910,307.81% | 1,962.17% | NA | NA | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 07/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRIFX (RETIREMENT INCOME 2040 FUND CLASS R6) | 07/07/2017 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 910,307.81 | 1,962.17 | NA | NA | NA | NA | … | … | -12.04 | -19.74 | 9.75 | 15.15 | -4.06 | 4.76 |
| Sharpe Ratio | NA | -1.48 | -0.39 | NA | NA | NA | NA | … | … | -4.10 | -1.05 | 1.27 | 2.85 | -1.07 | 2.21 |
| Standard Deviation(%) | NA | 6.39 | 12.30 | NA | NA | NA | NA | … | … | 7.64 | 18.82 | 7.48 | 4.82 | 5.05 | 4.21 |
| Draw Down(%) | NA | 13.22 | 27.49 | NA | NA | NA | NA | … | … | 12.36 | 22.09 | 11.16 | 2.74 | 6.55 | 1.29 |
| Yield(%) | 0.00 | 92.01 | 35.64 | 22.63 | 11.32 | 7.54 | 5.66 | … | … | 89.84 | 3.92 | 4.41 | 5.89 | 6.17 | 2.13 |
Data as of 05/06/2022, Common starting date is 07/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRIFX (RETIREMENT INCOME 2040 FUND CLASS R6) |
-2.56%
Mar 2019 – Mar 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRIFX (RETIREMENT INCOME 2040 FUND CLASS R6) |
1,961.18%
Apr 2019 – Apr 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart