Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRISX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS R6) | NA | 9.52% | 4.23% | 6.20% | 6.22% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRISX (RETIREMENT CHOICES AT 2050 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 | 9.52 | 4.23 | 6.20 | 6.22 | NA | NA | … | … | 6.05 | -19.42 | 15.44 | 15.84 | 23.28 | -7.27 | 18.97 | 9.81 | -2.00 | 6.27 | 19.13 | 4.35 |
| Sharpe Ratio | NA | 0.39 | 0.19 | 0.29 | 0.38 | NA | NA | … | … | 0.32 | -1.10 | 1.45 | 0.59 | 2.28 | -0.68 | 3.18 | 0.80 | -0.16 | 0.68 | 1.99 | 1.47 |
| Standard Deviation(%) | NA | 11.96 | 13.87 | 16.72 | 13.91 | NA | NA | … | … | 9.79 | 19.00 | 10.61 | 26.46 | 9.57 | 12.68 | 5.79 | 12.06 | 12.38 | 9.26 | 9.58 | 9.83 |
| Draw Down(%) | NA | 7.29 | 26.35 | 27.89 | 27.89 | NA | NA | … | … | 7.29 | 25.92 | 4.67 | 27.89 | 5.28 | 16.17 | 1.70 | 9.48 | 11.94 | 6.95 | 6.89 | 5.47 |
| Yield(%) | 0.00 | 21.12 | 11.17 | 10.76 | 8.20 | 6.62 | 4.96 | … | … | 0.85 | 15.93 | 9.06 | 4.15 | 12.16 | 11.70 | 9.17 | 5.40 | 3.35 | 2.69 | 2.28 | 3.13 |
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 |
|---|---|---|---|---|
| JRISX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS R6) |
2.23%
Sep 2019 – Sep 2022 |
3.58%
Sep 2017 – Sep 2022 |
6.65%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRISX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS R6) |
18.13%
Dec 2018 – Dec 2021 |
13.21%
Oct 2016 – Oct 2021 |
7.82%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart