Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Jackson National Life Insurance Co of NY PERSPECTIVE II (NY) 7-YEAR CDSC B SHARES Tactical Asset Allocation Moderate | NA | 11.22% | 1.54% | 5.24% | 3.72% | 5.22% | 7.90% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Jackson National Life Insurance Co of NY PERSPECTIVE II (NY) 7-YEAR CDSC B SHARES Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -0.96 | 11.22 | 1.54 | 5.24 | 3.72 | 5.22 | 7.90 | … | … | 0.44 | 6.45 | 5.41 | -6.92 | 7.90 | 11.37 | 14.85 | -11.11 | 8.21 | 4.10 | -2.19 | 2.11 | 11.74 | 13.51 | 2.58 | 9.37 | 14.45 | 12.03 | 18.81 | 16.08 | 15.54 | 17.15 | 21.50 | 1.21 | 2.38 |
| Sharpe Ratio | NA | 0.04 | -0.20 | 0.19 | 0.19 | NA | NA | … | … | 0.05 | -0.02 | 0.16 | -0.65 | 0.75 | 0.58 | 1.88 | -1.38 | 1.37 | 0.45 | -0.28 | 0.27 | 1.52 | 1.67 | 0.23 | 0.94 | 1.44 | 1.53 | 1.50 | 1.54 | 2.29 | 1.86 | 3.39 | 0.02 | 0.01 |
| Standard Deviation(%) | NA | 8.73 | 9.84 | 12.44 | 10.36 | NA | NA | … | … | 8.01 | 8.77 | 7.20 | 12.74 | 10.49 | 19.28 | 7.15 | 8.97 | 5.55 | 8.59 | 8.02 | 7.78 | 7.70 | 8.05 | 11.25 | 9.83 | 9.96 | 7.25 | 10.58 | 8.34 | 5.83 | 8.69 | 6.14 | 5.53 | 5.97 |
| Draw Down(%) | NA | 6.20 | 16.32 | 23.44 | 23.44 | NA | NA | … | … | 0.58 | 6.20 | 5.03 | 16.32 | 5.42 | 23.44 | 3.64 | 16.39 | 3.68 | 7.39 | 10.42 | 6.58 | 9.18 | 5.82 | 10.82 | 8.38 | 6.21 | 4.36 | 9.07 | 12.15 | 5.17 | 10.29 | 3.30 | 6.52 | 5.14 |
| Yield(%) | NA | 3.67 | 3.37 | 4.17 | 3.52 | NA | NA | … | … | NA | 1.27 | 3.71 | 2.99 | 3.03 | 5.69 | 5.14 | 1.73 | 2.75 | 1.94 | 3.28 | 4.58 | 3.04 | 4.28 | 4.32 | 2.27 | 3.73 | 4.35 | 9.65 | 4.69 | 6.42 | 4.45 | 5.11 | 4.88 | 5.44 |
Data as of 10/31/2024, Common starting date 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 II (NY) 7-YEAR CDSC B SHARES Tactical Asset All |
-0.47%
Mar 2017 – Mar 2020 |
-0.87%
Mar 2015 – Mar 2020 |
3.01%
Oct 2013 – Oct 2023 |
4.91%
Dec 2009 – Dec 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 II (NY) 7-YEAR CDSC B SHARES Tactical Asset All |
21.77%
Apr 2003 – Apr 2006 |
19.30%
Mar 2003 – Mar 2008 |
14.77%
Apr 2003 – Apr 2013 |
11.05%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart