Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRYOX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS 1) | NA | 15.35% | 2.37% | 5.20% | 5.97% | NA | NA | … | … |
Data as of 10/16/2023, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRYOX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS 1) | 05/04/2010 | 10/16/2023 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.35 | 2.37 | 5.20 | 5.97 | NA | NA | … | … | 8.92 | -18.51 | 12.04 | 14.43 | 20.94 | -6.19 | 16.76 | 9.04 | -1.96 | 6.11 | 17.96 | 13.88 | -0.23 | 8.90 |
| Sharpe Ratio | NA | 1.34 | 0.07 | 0.28 | 0.43 | NA | NA | … | … | 0.99 | -1.28 | 1.40 | 0.63 | 2.49 | -0.70 | 3.23 | 0.82 | -0.18 | 0.71 | 1.52 | 1.36 | -0.01 | 0.50 |
| Standard Deviation(%) | NA | 9.88 | 11.32 | 13.97 | 11.81 | NA | NA | … | … | 7.33 | 15.57 | 8.55 | 22.57 | 7.84 | 10.70 | 5.01 | 10.74 | 11.21 | 8.52 | 11.76 | 10.29 | 18.97 | 26.87 |
| Draw Down(%) | NA | 5.71 | 24.63 | 24.63 | 24.63 | NA | NA | … | … | 5.71 | 24.27 | 3.88 | 24.35 | 4.16 | 13.87 | 1.42 | 8.40 | 10.96 | 6.42 | 11.36 | 8.39 | 16.55 | 12.91 |
| Yield(%) | 0.00 | 22.59 | 10.97 | 10.35 | 8.08 | 7.54 | 5.66 | … | … | 1.49 | 16.44 | 9.59 | 4.94 | 10.82 | 11.19 | 8.49 | 5.06 | 3.31 | 2.56 | 2.19 | 3.59 | 1.48 | 1.60 |
Data as of 10/16/2023, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRYOX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS 1) |
1.34%
Sep 2019 – Sep 2022 |
2.95%
Sep 2017 – Sep 2022 |
5.86%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRYOX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS 1) |
15.74%
Dec 2018 – Dec 2021 |
12.31%
Jun 2010 – Jun 2015 |
10.34%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart