Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRRRX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS R2) | NA | 9.19% | 3.22% | 5.37% | 5.47% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRRRX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS R2) | 09/05/2012 | 10/30/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.19 | 3.22 | 5.37 | 5.47 | NA | NA | … | … | 5.74 | -19.34 | 13.43 | 14.63 | 21.77 | -7.33 | 17.75 | 9.32 | -2.64 | 5.73 | 18.51 | 4.16 |
| Sharpe Ratio | NA | 0.41 | 0.13 | 0.26 | 0.35 | NA | NA | … | … | 0.31 | -1.20 | 1.40 | 0.58 | 2.29 | -0.72 | 3.08 | 0.78 | -0.22 | 0.63 | 1.49 | 1.39 |
| Standard Deviation(%) | NA | 10.84 | 12.62 | 15.52 | 13.07 | NA | NA | … | … | 8.77 | 17.35 | 9.59 | 24.92 | 8.89 | 11.97 | 5.58 | 11.68 | 12.10 | 9.08 | 12.37 | 9.91 |
| Draw Down(%) | NA | 6.61 | 25.83 | 26.48 | 26.48 | NA | NA | … | … | 6.61 | 25.45 | 4.36 | 26.48 | 4.89 | 15.69 | 1.66 | 9.15 | 11.93 | 6.93 | 11.77 | 5.64 |
| Yield(%) | 0.00 | 22.86 | 11.35 | 10.64 | 7.83 | 6.29 | 4.72 | … | … | 0.85 | 17.34 | 8.53 | 4.30 | 11.19 | 11.23 | 8.43 | 4.93 | 2.85 | 2.00 | 1.73 | 2.99 |
Data as of 10/30/2023, Common starting date is 09/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRRRX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS R2) |
1.38%
Sep 2019 – Sep 2022 |
2.84%
Sep 2017 – Sep 2022 |
5.89%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRRRX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS R2) |
16.55%
Dec 2018 – Dec 2021 |
12.05%
Feb 2016 – Feb 2021 |
7.00%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart