Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRIUX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R2) | NA | 28.22% | 10.08% | 8.47% | NA | NA | NA | … | … |
Data as of 09/05/2023, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRIUX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R2) | 03/31/2014 | 09/05/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.22 | 10.08 | 8.47 | NA | NA | NA | … | … | 9.50 | -29.82 | 6.99 | 15.30 | 11.83 | -17.96 | 18.56 | 9.49 | -2.28 | 4.69 |
| Sharpe Ratio | NA | 1.13 | 0.48 | 0.40 | NA | NA | NA | … | … | 0.89 | -1.31 | 0.54 | 0.57 | 0.77 | -1.12 | 3.14 | 0.76 | -0.19 | 0.70 |
| Standard Deviation(%) | NA | 20.75 | 16.62 | 18.08 | NA | NA | NA | … | … | 11.34 | 23.97 | 12.87 | 26.34 | 13.59 | 17.19 | 5.74 | 12.09 | 12.35 | 8.86 |
| Draw Down(%) | NA | 11.60 | 26.79 | 27.94 | NA | NA | NA | … | … | 7.31 | 30.58 | 7.50 | 27.94 | 9.03 | 23.27 | 1.69 | 9.58 | 12.02 | 6.85 |
| Yield(%) | 0.00 | 13.02 | 8.43 | 8.39 | 6.51 | 4.34 | 3.26 | … | … | 0.53 | 10.06 | 7.93 | 4.73 | 11.19 | 10.23 | 7.78 | 3.66 | 1.86 | 1.35 |
Data as of 09/05/2023, 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 |
|---|---|---|---|---|
| JRIUX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R2) |
1.72%
Sep 2019 – Sep 2022 |
3.11%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRIUX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R2) |
17.56%
Dec 2018 – Dec 2021 |
12.75%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart