Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRVPX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS R4) | NA | 10.31% | 4.31% | 6.15% | 6.09% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRVPX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS R4) | 05/01/2012 | 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 | 10.31 | 4.31 | 6.15 | 6.09 | NA | NA | … | … | 6.88 | -19.29 | 14.84 | 15.41 | 22.99 | -7.39 | 18.60 | 9.65 | -2.22 | 6.05 | 18.93 | 4.03 |
| Sharpe Ratio | NA | 0.49 | 0.20 | 0.29 | 0.38 | NA | NA | … | … | 0.44 | -1.13 | 1.44 | 0.58 | 2.31 | -0.70 | 3.15 | 0.78 | -0.18 | 0.65 | 1.52 | 0.53 |
| Standard Deviation(%) | NA | 11.50 | 13.44 | 16.35 | 13.67 | NA | NA | … | … | 9.39 | 18.40 | 10.30 | 26.06 | 9.36 | 12.47 | 5.72 | 12.07 | 12.36 | 9.24 | 12.43 | 11.40 |
| Draw Down(%) | NA | 7.11 | 26.11 | 27.66 | 27.66 | NA | NA | … | … | 7.11 | 25.69 | 4.57 | 27.66 | 5.16 | 16.14 | 1.57 | 9.55 | 12.03 | 6.95 | 11.86 | 8.16 |
| Yield(%) | 0.00 | 21.90 | 11.29 | 10.74 | 8.07 | 6.48 | 4.86 | … | … | 0.73 | 16.67 | 8.72 | 4.26 | 11.94 | 11.40 | 8.68 | 5.22 | 3.17 | 2.19 | 2.02 | 3.04 |
Data as of 10/30/2023, Common starting date is 05/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRVPX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS R4) |
2.04%
Sep 2019 – Sep 2022 |
3.38%
Sep 2017 – Sep 2022 |
6.31%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRVPX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS R4) |
17.69%
Dec 2018 – Dec 2021 |
12.87%
Oct 2016 – Oct 2021 |
8.15%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart