Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRITX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R1) | NA | 6.12% | 6.00% | 9.08% | NA | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRITX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R1) | 03/31/2014 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.12 | 6.00 | 9.08 | NA | NA | NA | … | … | 5.21 | 11.84 | -18.04 | 18.30 | 9.23 | -2.53 | 4.50 |
| Sharpe Ratio | NA | 0.23 | 0.30 | 0.56 | NA | NA | NA | … | … | 0.20 | 0.78 | -1.13 | 3.04 | 0.75 | -0.21 | 0.67 |
| Standard Deviation(%) | NA | 25.90 | 17.55 | 14.88 | NA | NA | NA | … | … | 26.36 | 13.50 | 17.07 | 5.83 | 12.01 | 12.29 | 8.86 |
| Draw Down(%) | NA | 27.96 | 27.96 | 27.96 | NA | NA | NA | … | … | 27.96 | 8.96 | 23.21 | 1.69 | 9.58 | 12.12 | 6.95 |
| Yield(%) | 0.00 | 9.16 | 8.16 | 7.04 | 3.65 | 2.43 | 1.83 | … | … | 0.00 | 11.14 | 10.10 | 7.52 | 3.39 | 1.61 | 1.15 |
Data as of 12/17/2020, Common starting date is 03/31/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRITX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R1) |
1.92%
Mar 2017 – Mar 2020 |
3.07%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRITX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R1) |
11.66%
Sep 2015 – Sep 2018 |
9.23%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart