Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRWSX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R6) | NA | -28.31% | -7.86% | -2.55% | 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 |
|---|---|---|
| JRWSX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R6) | 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 (%) | -32.00 | -28.31 | -7.86 | -2.55 | NA | NA | NA | … | … | 5.09 | 5.59 | -7.98 | 6.63 | 5.21 | -0.62 | 4.85 | 7.37 | 2.40 |
| Sharpe Ratio | NA | 0.53 | 0.63 | 0.88 | NA | NA | NA | … | … | 0.51 | 0.77 | -1.28 | 2.86 | 1.21 | -0.14 | 1.34 | 1.44 | 1.68 |
| Standard Deviation(%) | NA | 9.73 | 6.02 | 5.10 | NA | NA | NA | … | … | 9.91 | 5.51 | 7.26 | 2.11 | 4.10 | 4.53 | 3.59 | 5.09 | 4.66 |
| Draw Down(%) | NA | 13.69 | 13.69 | 13.69 | NA | NA | NA | … | … | 13.69 | 4.79 | 9.03 | 1.17 | 2.44 | 5.16 | 2.51 | 5.76 | 2.60 |
| Yield(%) | 0.00 | 9.74 | 7.41 | 6.04 | 3.99 | 2.66 | 2.00 | … | … | 5.00 | 5.48 | 6.49 | 7.38 | 3.48 | 3.53 | 2.57 | 2.25 | 3.01 |
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 |
|---|---|---|---|---|
| JRWSX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R6) |
2.42%
Apr 2015 – Apr 2018 |
2.56%
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 |
|---|---|---|---|---|
| JRWSX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R6) |
5.36%
Jan 2017 – Jan 2020 |
5.34%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart