Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRVOX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS 1) | NA | 18.83% | 4.22% | 6.34% | 6.87% | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRVOX (RETIREMENT CHOICES AT 2045 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 | 18.83 | 4.22 | 6.34 | 6.87 | NA | NA | … | … | 11.61 | -19.26 | 15.02 | 15.54 | 23.06 | -7.22 | 18.73 | 9.82 | -2.11 | 6.20 | 19.23 | 14.33 | -0.57 | 9.04 |
| Sharpe Ratio | NA | 1.47 | 0.20 | 0.31 | 0.44 | NA | NA | … | … | 1.19 | -1.13 | 1.45 | 0.58 | 2.29 | -0.68 | 3.15 | 0.80 | -0.17 | 0.67 | 1.54 | 1.33 | -0.03 | 0.50 |
| Standard Deviation(%) | NA | 11.70 | 13.48 | 16.40 | 13.67 | NA | NA | … | … | 9.02 | 18.41 | 10.35 | 26.10 | 9.45 | 12.55 | 5.78 | 12.04 | 12.37 | 9.19 | 12.49 | 10.86 | 19.75 | 27.45 |
| Draw Down(%) | NA | 7.17 | 26.03 | 27.67 | 27.67 | NA | NA | … | … | 7.17 | 25.62 | 4.54 | 27.67 | 5.18 | 16.09 | 1.58 | 9.52 | 11.94 | 6.97 | 11.83 | 8.99 | 17.38 | 13.33 |
| Yield(%) | 0.00 | 22.98 | 10.99 | 10.51 | 8.40 | 7.89 | 5.92 | … | … | 0.83 | 16.91 | 9.00 | 4.41 | 12.12 | 11.57 | 8.84 | 5.37 | 3.31 | 2.40 | 2.25 | 3.52 | 1.53 | 1.64 |
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 |
|---|---|---|---|---|
| JRVOX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS 1) |
2.17%
Sep 2019 – Sep 2022 |
3.52%
Sep 2017 – Sep 2022 |
6.46%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRVOX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS 1) |
17.82%
Dec 2018 – Dec 2021 |
13.00%
Oct 2016 – Oct 2021 |
11.15%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart