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 II (NY) 7-YEAR CDSC B SHARES Strategic Asset Allocation - Equal Weight Moderate | NA | 14.83% | 3.19% | 5.98% | 3.49% | 4.76% | 4.67% | 5.39% |
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 II (NY) 7-YEAR CDSC B 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 | 14.83 | 3.19 | 5.98 | 3.49 | 4.76 | 4.67 | 5.39 | NA | 4.36 | 8.88 | -5.88 | 9.95 | 9.72 | 12.94 | -8.36 | 7.00 | 3.97 | -5.11 | -1.07 | 4.46 | 14.95 | -1.20 | 14.26 | 21.14 | -30.44 | 10.23 | 16.00 | 13.71 | 12.36 | 20.11 | -0.78 | 4.94 |
| Sharpe Ratio | NA | -0.28 | -0.21 | 0.27 | 0.22 | NA | NA | 0.44 | -0.02 | -0.35 | 0.69 | -0.71 | 1.24 | 0.60 | 1.92 | -1.27 | 1.63 | 0.47 | -0.73 | -0.22 | 0.75 | 2.43 | -0.12 | 1.61 | 1.78 | -1.77 | 0.93 | 2.15 | 2.31 | 1.86 | 3.91 | -0.28 | 0.42 |
| Standard Deviation(%) | NA | 6.36 | 7.97 | 10.04 | 8.52 | NA | NA | 8.51 | 4.90 | 6.37 | 6.76 | 10.22 | 7.97 | 15.78 | 6.00 | 7.62 | 3.90 | 7.99 | 7.07 | 4.85 | 5.86 | 6.13 | 10.39 | 8.81 | 11.83 | 17.74 | 7.79 | 5.93 | 4.99 | 6.13 | 4.96 | 6.86 | 6.20 |
| Draw Down(%) | NA | 5.04 | 12.62 | 21.60 | 21.60 | NA | NA | 39.82 | 0.55 | 5.04 | 4.60 | 12.62 | 4.26 | 21.60 | 3.14 | 12.82 | 2.01 | 6.47 | 9.77 | 6.48 | 8.06 | 5.53 | 12.36 | 7.93 | 12.54 | 39.82 | 6.80 | 6.98 | 4.50 | 7.23 | 4.17 | 11.19 | 8.62 |
| Yield(%) | NA | 3.48 | 3.68 | 4.05 | 3.12 | NA | NA | 4.02 | NA | 0.51 | 3.83 | 4.00 | 3.34 | 5.25 | 3.34 | 4.37 | 0.23 | 1.45 | 2.09 | 2.88 | 3.77 | 4.76 | 3.25 | 4.19 | 3.18 | 3.23 | 8.56 | 5.22 | 8.06 | 4.63 | 3.05 | 4.07 | 5.26 |
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 II (NY) 7-YEAR CDSC B SHARES Strategic Asset Allocation - Equal Weight Moderate |
-7.85%
Feb 2006 - Feb 2009 |
-1.56%
Mar 2015 - Mar 2020 |
1.51%
Oct 2007 - Oct 2017 |
1.97%
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 II (NY) 7-YEAR CDSC B SHARES Strategic Asset Allocation - Equal Weight Moderate |
17.59%
Mar 2003 - Mar 2006 |
15.54%
Oct 2002 - Oct 2007 |
8.35%
Mar 2003 - Mar 2013 |
6.12%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart