Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRVRX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS R2) | NA | 10.00% | 3.97% | 5.79% | 5.75% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRVRX (RETIREMENT CHOICES AT 2045 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 | 10.00 | 3.97 | 5.79 | 5.75 | NA | NA | … | … | 6.67 | -19.61 | 14.42 | 15.06 | 22.47 | -7.68 | 18.25 | 9.32 | -2.50 | 5.80 | 18.69 | 4.16 |
| Sharpe Ratio | NA | 0.45 | 0.17 | 0.27 | 0.36 | NA | NA | … | … | 0.41 | -1.14 | 1.40 | 0.56 | 2.25 | -0.72 | 3.07 | 0.76 | -0.20 | 0.63 | 1.49 | 1.39 |
| Standard Deviation(%) | NA | 11.60 | 13.46 | 16.39 | 13.69 | NA | NA | … | … | 9.42 | 18.44 | 10.32 | 26.15 | 9.36 | 12.54 | 5.76 | 12.03 | 12.36 | 9.16 | 12.52 | 9.96 |
| Draw Down(%) | NA | 7.16 | 26.31 | 27.69 | 27.69 | NA | NA | … | … | 7.16 | 25.88 | 4.60 | 27.69 | 5.18 | 16.43 | 1.71 | 9.49 | 12.06 | 6.97 | 11.89 | 5.72 |
| Yield(%) | 0.00 | 21.61 | 11.01 | 10.46 | 7.76 | 6.24 | 4.68 | … | … | 0.58 | 16.49 | 8.48 | 3.97 | 11.56 | 11.07 | 8.31 | 4.87 | 2.97 | 1.92 | 1.76 | 2.81 |
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 |
|---|---|---|---|---|
| JRVRX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS R2) |
1.70%
Sep 2019 – Sep 2022 |
3.03%
Sep 2017 – Sep 2022 |
6.16%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRVRX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS R2) |
17.26%
Dec 2018 – Dec 2021 |
12.48%
Oct 2016 – Oct 2021 |
7.24%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart