Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRIOX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS 1) | NA | 13.09% | 3.17% | 6.34% | 6.53% | NA | NA | … | … |
Data as of 11/06/2023, Common starting date is 04/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRIOX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS 1) | 04/29/2011 | 11/06/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.25 | 13.09 | 3.17 | 6.34 | 6.53 | NA | NA | … | … | 9.42 | -19.35 | 15.31 | 15.78 | 23.32 | -7.34 | 18.91 | 9.75 | -2.13 | 6.30 | 19.08 | 14.36 | -7.69 |
| Sharpe Ratio | NA | 0.82 | 0.11 | 0.30 | 0.41 | NA | NA | … | … | 0.73 | -1.10 | 1.43 | 0.58 | 2.29 | -0.68 | 3.17 | 0.79 | -0.18 | 0.68 | 2.00 | 1.33 | -0.49 |
| Standard Deviation(%) | NA | 11.45 | 13.71 | 16.71 | 13.90 | NA | NA | … | … | 9.41 | 18.98 | 10.68 | 26.52 | 9.59 | 12.66 | 5.80 | 12.11 | 12.34 | 9.19 | 9.52 | 10.85 | 22.88 |
| Draw Down(%) | NA | 7.39 | 26.37 | 27.89 | 27.89 | NA | NA | … | … | 7.39 | 25.97 | 4.74 | 27.89 | 5.28 | 16.24 | 1.62 | 9.48 | 11.94 | 6.95 | 6.89 | 8.91 | 17.27 |
| Yield(%) | 0.00 | 21.06 | 10.45 | 10.45 | 8.16 | 6.64 | 4.98 | … | … | 0.83 | 15.90 | 9.02 | 4.10 | 12.09 | 11.65 | 9.11 | 5.35 | 3.30 | 2.63 | 2.23 | 3.33 | 1.30 |
Data as of 11/06/2023, Common starting date is 04/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRIOX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS 1) |
2.19%
Sep 2019 – Sep 2022 |
3.54%
Sep 2017 – Sep 2022 |
6.46%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRIOX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS 1) |
18.08%
Dec 2018 – Dec 2021 |
13.15%
Oct 2016 – Oct 2021 |
11.21%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart