Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRWRX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R2) | NA | 4.93% | 4.26% | 4.75% | 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 |
|---|---|---|
| JRWRX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R2) | 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 (%) | 0.00 | 4.93 | 4.26 | 4.75 | NA | NA | NA | … | … | 4.66 | 5.57 | -7.94 | 6.07 | 4.76 | -1.12 | 4.40 | 6.73 | 2.26 |
| Sharpe Ratio | NA | 0.48 | 0.55 | 0.78 | NA | NA | NA | … | … | 0.46 | 0.82 | -1.39 | 2.50 | 1.09 | -0.25 | 1.18 | 1.32 | 1.61 |
| Standard Deviation(%) | NA | 9.69 | 5.99 | 5.10 | NA | NA | NA | … | … | 9.87 | 5.12 | 6.66 | 2.18 | 4.15 | 4.52 | 3.71 | 5.07 | 4.55 |
| Draw Down(%) | NA | 13.73 | 13.73 | 13.73 | NA | NA | NA | … | … | 13.73 | 4.37 | 8.91 | 1.08 | 2.60 | 5.31 | 2.59 | 5.75 | 2.60 |
| Yield(%) | 0.00 | 8.86 | 6.81 | 5.47 | 3.53 | 2.35 | 1.77 | … | … | 4.57 | 4.92 | 5.96 | 6.82 | 2.95 | 3.02 | 2.05 | 1.74 | 2.52 |
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 |
|---|---|---|---|---|
| JRWRX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R2) |
1.92%
Apr 2015 – Apr 2018 |
2.03%
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 |
|---|---|---|---|---|
| JRWRX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R2) |
4.81%
Jan 2017 – Jan 2020 |
4.81%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart