Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRIPX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS R4) | NA | 5.08% | 2.64% | 5.14% | 5.58% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRIPX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS R4) | 05/01/2012 | 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 | 5.08 | 2.64 | 5.14 | 5.58 | NA | NA | … | … | 1.74 | -19.57 | 15.17 | 15.50 | 23.08 | -7.42 | 18.61 | 9.68 | -2.25 | 6.07 | 18.77 | 4.19 |
| Sharpe Ratio | NA | 0.02 | 0.07 | 0.22 | 0.34 | NA | NA | … | … | -0.19 | -1.10 | 1.43 | 0.58 | 2.26 | -0.69 | 3.13 | 0.79 | -0.18 | 0.66 | 1.96 | 0.56 |
| Standard Deviation(%) | NA | 12.92 | 14.18 | 16.86 | 13.99 | NA | NA | … | … | 11.19 | 19.05 | 10.61 | 26.40 | 9.61 | 12.67 | 5.77 | 12.06 | 12.35 | 9.24 | 9.56 | 11.37 |
| Draw Down(%) | NA | 10.17 | 26.58 | 27.97 | 27.97 | NA | NA | … | … | 10.17 | 26.12 | 4.72 | 27.97 | 5.33 | 16.33 | 1.62 | 9.53 | 11.97 | 7.00 | 6.95 | 8.07 |
| Yield(%) | 0.00 | 20.66 | 10.83 | 10.48 | 7.94 | 6.39 | 4.79 | … | … | 0.71 | 15.63 | 8.75 | 3.88 | 11.82 | 11.49 | 8.95 | 5.20 | 3.15 | 2.41 | 2.01 | 2.88 |
Data as of 10/30/2023, Common starting date is 05/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRIPX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS R4) |
1.05%
Aug 2020 – Aug 2023 |
3.34%
Sep 2017 – Sep 2022 |
5.99%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRIPX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS R4) |
17.86%
Dec 2018 – Dec 2021 |
12.95%
Oct 2016 – Oct 2021 |
8.15%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart