Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRYSX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS R6) | NA | 8.93% | 2.70% | 5.22% | 5.47% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRYSX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS R6) | 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 | 8.93 | 2.70 | 5.22 | 5.47 | NA | NA | … | … | 5.35 | -18.51 | 12.07 | 14.55 | 20.86 | -6.13 | 16.80 | 9.18 | -1.91 | 6.16 | 18.01 | 4.20 |
| Sharpe Ratio | NA | 0.43 | 0.09 | 0.28 | 0.39 | NA | NA | … | … | 0.29 | -1.29 | 1.42 | 0.63 | 2.49 | -0.69 | 3.23 | 0.84 | -0.17 | 0.73 | 1.53 | 1.48 |
| Standard Deviation(%) | NA | 9.84 | 11.27 | 13.94 | 11.81 | NA | NA | … | … | 7.89 | 15.47 | 8.49 | 22.57 | 7.83 | 10.72 | 5.03 | 10.71 | 11.17 | 8.46 | 11.76 | 9.41 |
| Draw Down(%) | NA | 5.79 | 24.57 | 24.57 | 24.57 | NA | NA | … | … | 5.79 | 24.24 | 3.88 | 24.33 | 4.16 | 13.80 | 1.48 | 8.32 | 10.96 | 6.42 | 11.36 | 5.30 |
| Yield(%) | 0.00 | 22.08 | 11.47 | 10.72 | 7.98 | 6.39 | 4.79 | … | … | 1.51 | 16.46 | 9.63 | 4.99 | 10.76 | 11.23 | 8.54 | 5.11 | 3.36 | 2.62 | 2.24 | 3.38 |
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 |
|---|---|---|---|---|
| JRYSX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS R6) |
1.28%
Aug 2020 – Aug 2023 |
2.98%
Sep 2017 – Sep 2022 |
5.87%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRYSX (RETIREMENT CHOICES AT 2035 PORTFOLIO CLASS R6) |
15.77%
Dec 2018 – Dec 2021 |
11.71%
Feb 2016 – Feb 2021 |
6.95%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart