Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JXN (Jackson Financial Inc.) | 4.74% | 8.33% | 57.97% | NA | NA | NA | NA | 51.34% |
Data as of 07/23/2025, AR inception is 09/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JXN (Jackson Financial Inc.) | 09/01/2021 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.60 | 8.33 | 57.97 | NA | NA | NA | NA | 51.34 | 4.74 | 76.45 | 57.22 | -11.54 | 34.86 |
| Sharpe Ratio | NA | 0.15 | 1.32 | NA | NA | NA | NA | 0.75 | 0.03 | 1.86 | 1.29 | -0.24 | 2.82 |
| Standard Deviation(%) | NA | 46.38 | 43.40 | NA | NA | NA | NA | 46.31 | 45.38 | 39.09 | 42.06 | 55.05 | 51.56 |
| Draw Down(%) | NA | 37.09 | 41.52 | NA | NA | NA | NA | 48.34 | 27.41 | 24.82 | 41.52 | 48.34 | 21.46 |
| Yield(%) | 0.00 | 3.51 | 10.04 | 6.09 | 3.05 | 2.03 | 1.52 | 10.15 | 1.82 | 5.55 | 7.16 | 5.20 | 1.59 |
Data as of 07/23/2025, AR inception is 09/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXN (Jackson Financial Inc.) |
29.30%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXN (Jackson Financial Inc.) |
63.64%
Oct 2021 - Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart