Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRYPX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS R4) | NA | 8.70% | 2.49% | 5.00% | 5.26% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRYPX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS R4) | 05/01/2012 | 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 | 8.70 | 2.49 | 5.00 | 5.26 | NA | NA | … | … | 5.07 | -18.60 | 11.87 | 14.28 | 20.62 | -6.29 | 16.63 | 8.95 | -2.09 | 5.87 | 17.75 | 3.93 |
| Sharpe Ratio | NA | 0.41 | 0.08 | 0.26 | 0.37 | NA | NA | … | … | 0.25 | -1.29 | 1.40 | 0.62 | 2.44 | -0.71 | 3.21 | 0.82 | -0.19 | 0.69 | 1.50 | 0.55 |
| Standard Deviation(%) | NA | 9.71 | 11.24 | 13.93 | 11.81 | NA | NA | … | … | 7.75 | 15.49 | 8.46 | 22.56 | 7.88 | 10.72 | 5.01 | 10.72 | 11.18 | 8.46 | 11.83 | 10.85 |
| Draw Down(%) | NA | 5.84 | 24.71 | 24.71 | 24.71 | NA | NA | … | … | 5.84 | 24.34 | 3.92 | 24.39 | 4.21 | 13.93 | 1.42 | 8.36 | 10.99 | 6.41 | 11.39 | 7.71 |
| Yield(%) | 0.00 | 21.68 | 11.19 | 10.48 | 7.74 | 6.18 | 4.64 | … | … | 1.38 | 16.19 | 9.30 | 4.79 | 10.50 | 11.00 | 8.33 | 4.91 | 3.16 | 2.34 | 1.96 | 3.12 |
Data as of 10/30/2023, Common starting date is 05/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRYPX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS R4) |
1.05%
Aug 2020 – Aug 2023 |
2.80%
Sep 2017 – Sep 2022 |
5.66%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRYPX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS R4) |
15.54%
Dec 2018 – Dec 2021 |
11.51%
Feb 2016 – Feb 2021 |
7.40%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart