Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRIVX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R4) | NA | 5.71% | 0.95% | 6.28% | NA | NA | NA | … | … |
Data as of 11/27/2023, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRIVX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R4) | 03/31/2014 | 11/27/2023 |
| 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 (%) | -1.44 | 5.71 | 0.95 | 6.28 | NA | NA | NA | … | … | 7.64 | -19.54 | 15.28 | 15.57 | 23.13 | -7.42 | 18.77 | 9.60 | -2.18 | 4.89 |
| Sharpe Ratio | NA | 0.03 | -0.06 | 0.29 | NA | NA | NA | … | … | 0.43 | -1.11 | 1.44 | 0.58 | 2.27 | -0.69 | 3.14 | 0.78 | -0.18 | 0.73 |
| Standard Deviation(%) | NA | 10.52 | 13.74 | 16.67 | NA | NA | NA | … | … | 9.74 | 18.99 | 10.60 | 26.45 | 9.58 | 12.66 | 5.80 | 12.05 | 12.39 | 8.86 |
| Draw Down(%) | NA | 7.30 | 26.52 | 27.91 | NA | NA | NA | … | … | 7.30 | 26.08 | 4.73 | 27.91 | 5.35 | 16.36 | 1.69 | 9.58 | 11.93 | 6.94 |
| Yield(%) | 0.00 | 13.22 | 8.00 | 9.20 | 6.75 | 4.50 | 3.37 | … | … | 0.70 | 10.35 | 8.27 | 5.00 | 11.55 | 10.43 | 7.88 | 3.77 | 1.96 | 1.54 |
Data as of 11/27/2023, 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 |
|---|---|---|---|---|
| JRIVX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R4) |
2.05%
Sep 2019 – Sep 2022 |
3.42%
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 |
|---|---|---|---|---|
| JRIVX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R4) |
17.94%
Dec 2018 – Dec 2021 |
13.01%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart