Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRYRX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS R2) | NA | 8.41% | 2.19% | 4.69% | 4.95% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRYRX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS R2) | 09/05/2012 | 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 | 8.41 | 2.19 | 4.69 | 4.95 | NA | NA | … | … | 4.86 | -18.84 | 11.52 | 13.96 | 20.24 | -6.64 | 16.22 | 8.54 | -2.34 | 5.63 | 17.40 | 4.06 |
| Sharpe Ratio | NA | 0.38 | 0.05 | 0.24 | 0.34 | NA | NA | … | … | 0.21 | -1.31 | 1.35 | 0.60 | 2.40 | -0.74 | 3.12 | 0.78 | -0.21 | 0.67 | 1.47 | 1.42 |
| Standard Deviation(%) | NA | 9.86 | 11.31 | 13.99 | 11.84 | NA | NA | … | … | 7.89 | 15.54 | 8.53 | 22.63 | 7.85 | 10.74 | 5.02 | 10.74 | 11.21 | 8.40 | 11.79 | 9.50 |
| Draw Down(%) | NA | 5.78 | 24.95 | 24.95 | 24.95 | NA | NA | … | … | 5.78 | 24.54 | 3.94 | 24.43 | 4.23 | 14.23 | 1.49 | 8.45 | 11.09 | 6.50 | 11.42 | 5.38 |
| Yield(%) | 0.00 | 21.37 | 10.92 | 10.22 | 7.45 | 5.94 | 4.46 | … | … | 1.24 | 15.99 | 9.08 | 4.51 | 10.16 | 10.70 | 7.98 | 4.56 | 2.91 | 2.09 | 1.69 | 2.89 |
Data as of 10/30/2023, 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 |
|---|---|---|---|---|
| JRYRX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS R2) |
0.75%
Aug 2020 – Aug 2023 |
2.46%
Sep 2017 – Sep 2022 |
5.34%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRYRX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS R2) |
15.18%
Dec 2018 – Dec 2021 |
11.14%
Feb 2016 – Feb 2021 |
6.41%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart