Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRIYX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS 1) | NA | 19.54% | 4.41% | 6.49% | NA | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRIYX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS 1) | 03/31/2014 | 10/16/2023 |
| 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 | 19.54 | 4.41 | 6.49 | NA | NA | NA | … | … | 12.02 | -19.40 | 15.36 | 15.69 | 23.26 | -7.30 | 18.79 | 9.83 | -2.16 | 5.04 |
| Sharpe Ratio | NA | 1.49 | 0.20 | 0.31 | NA | NA | NA | … | … | 1.20 | -1.10 | 1.44 | 0.58 | 2.28 | -0.69 | 3.19 | 0.81 | -0.18 | 0.76 |
| Standard Deviation(%) | NA | 12.10 | 13.93 | 16.75 | NA | NA | NA | … | … | 9.42 | 19.03 | 10.64 | 26.49 | 9.58 | 12.56 | 5.71 | 11.92 | 12.37 | 8.84 |
| Draw Down(%) | NA | 7.30 | 26.42 | 27.94 | NA | NA | NA | … | … | 7.30 | 26.02 | 4.73 | 27.94 | 5.27 | 16.21 | 1.69 | 9.49 | 11.92 | 6.84 |
| Yield(%) | 0.00 | 14.56 | 8.63 | 9.01 | 6.87 | 4.58 | 3.44 | … | … | 0.78 | 10.45 | 8.43 | 5.11 | 11.66 | 10.56 | 8.00 | 3.89 | 2.08 | 1.70 |
Data as of 10/16/2023, 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 |
|---|---|---|---|---|
| JRIYX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS 1) |
2.19%
Sep 2019 – Sep 2022 |
3.51%
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 |
|---|---|---|---|---|
| JRIYX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS 1) |
18.05%
Dec 2018 – Dec 2021 |
13.13%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart