Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRROX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS 1) | NA | 17.36% | 3.49% | 5.88% | 6.53% | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRROX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS 1) | 05/04/2010 | 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.36 | 3.49 | 5.88 | 6.53 | NA | NA | … | … | 10.36 | -18.98 | 14.03 | 15.08 | 22.26 | -6.86 | 18.18 | 9.54 | -2.13 | 6.20 | 19.05 | 14.33 | -0.53 | 8.98 |
| Sharpe Ratio | NA | 1.42 | 0.15 | 0.29 | 0.44 | NA | NA | … | … | 1.10 | -1.18 | 1.46 | 0.59 | 2.35 | -0.68 | 3.20 | 0.80 | -0.18 | 0.68 | 1.54 | 1.33 | -0.03 | 0.50 |
| Standard Deviation(%) | NA | 10.93 | 12.63 | 15.52 | 13.03 | NA | NA | … | … | 8.28 | 17.36 | 9.57 | 24.91 | 8.86 | 11.98 | 5.51 | 11.70 | 12.04 | 9.03 | 12.38 | 10.83 | 19.79 | 27.46 |
| Draw Down(%) | NA | 6.53 | 25.50 | 26.46 | 26.46 | NA | NA | … | … | 6.53 | 25.18 | 4.30 | 26.46 | 4.82 | 15.34 | 1.52 | 9.17 | 11.72 | 6.85 | 11.78 | 8.83 | 17.30 | 13.33 |
| Yield(%) | 0.00 | 24.21 | 11.35 | 10.70 | 8.44 | 7.91 | 5.94 | … | … | 1.10 | 17.77 | 9.05 | 4.72 | 11.74 | 11.72 | 8.83 | 5.22 | 3.31 | 2.47 | 2.22 | 3.71 | 1.47 | 1.68 |
Data as of 10/16/2023, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRROX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS 1) |
1.84%
Sep 2019 – Sep 2022 |
3.30%
Sep 2017 – Sep 2022 |
6.26%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRROX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS 1) |
17.07%
Dec 2018 – Dec 2021 |
12.71%
Jun 2010 – Jun 2015 |
10.91%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart