Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Jackson National Life Insurance Co of NY PERSPECTIVE ADVISORS II (NY) NO CDSC C SHARES Tactical Asset Allocation Moderate | NA | 6.75% | 2.16% | 5.89% | 3.33% | 5.31% | 8.24% | 8.40% |
Data as of 08/30/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Jackson National Life Insurance Co of NY PERSPECTIVE ADVISORS II (NY) NO CDSC C SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 11/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 6.75 | 2.16 | 5.89 | 3.33 | 5.31 | 8.24 | 8.40 | 4.99 | 4.80 | -5.14 | 10.81 | 10.89 | 13.89 | -12.25 | 7.45 | 4.50 | -4.41 | 1.20 | 12.35 | 11.26 | 1.98 | 9.88 | 15.01 | 11.59 | 19.05 | 16.37 | 18.44 | 19.18 | 23.06 | 1.51 | 2.38 |
| Sharpe Ratio | NA | -0.12 | -0.28 | 0.27 | 0.17 | NA | NA | 0.73 | -0.17 | 0.08 | -0.53 | 1.09 | 0.57 | 1.70 | -1.44 | 1.15 | 0.50 | -0.54 | 0.15 | 1.59 | 1.57 | 0.17 | 0.96 | 1.43 | 1.47 | 1.45 | 1.43 | 2.49 | 2.03 | 3.57 | 0.07 | 0.01 |
| Standard Deviation(%) | NA | 7.27 | 9.50 | 11.86 | 10.13 | NA | NA | 9.22 | 7.34 | 7.12 | 12.37 | 9.90 | 18.75 | 7.33 | 9.45 | 5.91 | 8.56 | 8.27 | 7.84 | 7.74 | 7.13 | 11.61 | 10.24 | 10.40 | 7.25 | 11.08 | 9.17 | 6.52 | 8.97 | 6.26 | 5.64 | 5.97 |
| Draw Down(%) | NA | 4.66 | 16.51 | 24.93 | 26.52 | NA | NA | 26.52 | 4.66 | 4.95 | 16.51 | 5.58 | 24.93 | 3.87 | 17.93 | 3.90 | 6.77 | 10.56 | 7.42 | 9.03 | 5.42 | 11.32 | 8.80 | 6.61 | 4.36 | 8.99 | 13.27 | 5.62 | 11.01 | 3.47 | 6.54 | 5.14 |
| Yield(%) | NA | 3.63 | 3.15 | 4.24 | 4.13 | NA | NA | 0.00 | 0.55 | 3.61 | 2.64 | 3.21 | 5.42 | 6.37 | 6.33 | 1.45 | 3.01 | 4.82 | 4.40 | 1.36 | 4.25 | 3.76 | 2.22 | 3.99 | 4.36 | 10.97 | 6.07 | 7.80 | 4.00 | 5.05 | 4.87 | 5.44 |
Data as of 08/30/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jackson National Life Insurance Co of NY PERSPECTIVE ADVISORS II (NY) NO CDSC C SHARES Tactical Asset Allocation Moderate |
-3.04%
Mar 2017 - Mar 2020 |
-2.58%
Mar 2015 - Mar 2020 |
2.18%
Mar 2010 - Mar 2020 |
4.80%
Oct 2009 - Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jackson National Life Insurance Co of NY PERSPECTIVE ADVISORS II (NY) NO CDSC C SHARES Tactical Asset Allocation Moderate |
24.19%
Apr 2003 - Apr 2006 |
20.70%
Mar 2003 - Mar 2008 |
15.24%
Apr 2003 - Apr 2013 |
11.18%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart