Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRWQX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R1) | NA | -24.30% | -6.67% | -2.02% | NA | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRWQX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R1) | 09/05/2012 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -27.67 | -24.30 | -6.67 | -2.02 | NA | NA | NA | … | … | 4.38 | 5.56 | -7.94 | 5.92 | 4.71 | -1.26 | 4.15 | 6.56 | 2.10 |
| Sharpe Ratio | NA | 0.45 | 0.50 | 0.74 | NA | NA | NA | … | … | 0.43 | 0.86 | -1.43 | 2.51 | 1.10 | -0.28 | 1.13 | 1.28 | 1.47 |
| Standard Deviation(%) | NA | 9.76 | 6.03 | 5.11 | NA | NA | NA | … | … | 9.94 | 4.89 | 6.49 | 2.12 | 4.07 | 4.53 | 3.67 | 5.08 | 4.62 |
| Draw Down(%) | NA | 13.81 | 13.81 | 13.81 | NA | NA | NA | … | … | 13.81 | 4.12 | 8.91 | 1.16 | 2.60 | 5.39 | 2.59 | 5.75 | 2.60 |
| Yield(%) | 0.00 | 8.46 | 6.55 | 5.28 | 3.36 | 2.24 | 1.68 | … | … | 4.37 | 4.66 | 5.70 | 6.67 | 2.90 | 2.96 | 1.79 | 1.48 | 2.27 |
Data as of 12/17/2020, 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 |
|---|---|---|---|---|
| JRWQX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R1) |
1.79%
Apr 2015 – Apr 2018 |
1.88%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRWQX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R1) |
4.59%
Jan 2017 – Jan 2020 |
4.61%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart