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 Strategic Asset Allocation - Equal Weight Moderate | NA | 15.22% | 2.87% | 5.23% | 2.93% | 4.46% | 4.65% | 5.29% |
Data as of 10/31/2024, 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 Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.87 | 15.22 | 2.87 | 5.23 | 2.93 | 4.46 | 4.65 | 5.29 | NA | 4.28 | 7.85 | -6.09 | 10.20 | 6.30 | 12.31 | -9.63 | 6.98 | 4.83 | -5.84 | 0.13 | 4.10 | 14.60 | -1.05 | 14.12 | 23.22 | -26.60 | 8.97 | 15.51 | 13.12 | 12.52 | 20.44 | -2.56 | 4.40 |
Sharpe Ratio | NA | -0.28 | -0.27 | 0.19 | 0.14 | NA | NA | 0.43 | 0.00 | -0.36 | 0.53 | -0.76 | 1.32 | 0.38 | 1.74 | -1.41 | 1.56 | 0.56 | -0.81 | 0.02 | 0.68 | 2.48 | -0.10 | 1.49 | 1.75 | -1.75 | 0.75 | 2.07 | 2.32 | 1.94 | 3.80 | -0.51 | 0.33 |
Standard Deviation(%) | NA | 6.39 | 7.84 | 10.02 | 8.59 | NA | NA | 8.51 | 4.16 | 6.40 | 6.82 | 9.88 | 7.74 | 16.03 | 6.26 | 7.77 | 4.07 | 8.25 | 7.25 | 5.15 | 5.96 | 5.87 | 10.54 | 9.40 | 13.24 | 15.77 | 7.98 | 5.92 | 4.71 | 5.98 | 5.20 | 7.13 | 6.37 |
Draw Down(%) | NA | 5.46 | 12.64 | 22.19 | 22.78 | NA | NA | 37.45 | 0.45 | 5.46 | 5.09 | 12.64 | 4.52 | 22.19 | 3.51 | 14.15 | 2.17 | 6.07 | 10.11 | 6.70 | 8.07 | 5.32 | 12.68 | 8.41 | 14.05 | 35.75 | 6.84 | 7.24 | 4.25 | 6.83 | 4.11 | 12.45 | 8.74 |
Yield(%) | NA | 3.58 | 3.57 | 4.11 | 3.25 | NA | NA | 4.12 | NA | 0.50 | 3.93 | 3.54 | 3.51 | 4.94 | 4.18 | 4.81 | 0.25 | 1.74 | 2.46 | 2.81 | 3.47 | 5.28 | 3.68 | 4.17 | 3.03 | 3.65 | 8.66 | 5.34 | 8.13 | 4.56 | 2.96 | 3.97 | 5.29 |
Data as of 10/31/2024, 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 Strategic Asset Allocation - Equal Weight Moderate |
-7.05%
Feb 2006 - Feb 2009 |
-2.03%
Mar 2015 - Mar 2020 |
1.71%
Mar 2010 - Mar 2020 |
2.14%
Oct 2007 - Oct 2022 |
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 Strategic Asset Allocation - Equal Weight Moderate |
18.09%
Feb 2009 - Feb 2012 |
15.16%
Oct 2002 - Oct 2007 |
8.91%
Mar 2003 - Mar 2013 |
6.57%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart