Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRRSX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS R6) | NA | 9.76% | 3.75% | 5.88% | 5.97% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRRSX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS R6) | 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 | 9.76 | 3.75 | 5.88 | 5.97 | NA | NA | … | … | 6.25 | -19.00 | 14.02 | 15.15 | 22.37 | -6.82 | 18.17 | 9.61 | -2.08 | 6.26 | 19.12 | 4.30 |
| Sharpe Ratio | NA | 0.45 | 0.17 | 0.29 | 0.39 | NA | NA | … | … | 0.39 | -1.18 | 1.46 | 0.60 | 2.37 | -0.68 | 3.19 | 0.81 | -0.17 | 0.69 | 1.54 | 1.43 |
| Standard Deviation(%) | NA | 10.86 | 12.64 | 15.51 | 13.06 | NA | NA | … | … | 8.71 | 17.40 | 9.62 | 24.91 | 8.86 | 11.93 | 5.53 | 11.65 | 12.04 | 9.10 | 12.41 | 9.99 |
| Draw Down(%) | NA | 6.55 | 25.43 | 26.50 | 26.50 | NA | NA | … | … | 6.55 | 25.10 | 4.36 | 26.50 | 4.82 | 15.29 | 1.66 | 9.18 | 11.73 | 6.86 | 11.78 | 5.55 |
| Yield(%) | 0.00 | 23.63 | 11.94 | 11.16 | 8.34 | 6.73 | 5.04 | … | … | 1.12 | 17.84 | 9.11 | 4.78 | 11.83 | 11.79 | 8.89 | 5.28 | 3.36 | 2.52 | 2.27 | 3.48 |
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 |
|---|---|---|---|---|
| JRRSX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS R6) |
1.89%
Sep 2019 – Sep 2022 |
3.34%
Sep 2017 – Sep 2022 |
6.38%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRRSX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS R6) |
17.13%
Dec 2018 – Dec 2021 |
12.55%
Oct 2016 – Oct 2021 |
7.51%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart