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 L SERIES (NY) 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate | NA | 10.99% | 1.51% | 5.28% | 3.54% | 5.12% | 8.02% | 8.51% |
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 L SERIES (NY) 4-YEAR CDSC L 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 | 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 (%) | -1.11 | 10.99 | 1.51 | 5.28 | 3.54 | 5.12 | 8.02 | 8.51 | NA | 6.19 | 5.25 | -6.67 | 8.43 | 11.15 | 14.68 | -12.82 | 7.93 | 5.56 | -2.94 | 1.62 | 11.75 | 13.50 | 2.40 | 9.88 | 15.01 | 11.59 | 19.05 | 16.37 | 18.44 | 19.18 | 23.06 | 1.51 | 2.38 |
| Sharpe Ratio | NA | 0.00 | -0.21 | 0.19 | 0.17 | NA | NA | 0.73 | 0.04 | -0.05 | 0.14 | -0.63 | 0.82 | 0.57 | 1.87 | -1.54 | 1.27 | 0.59 | -0.36 | 0.20 | 1.52 | 1.67 | 0.21 | 0.96 | 1.43 | 1.47 | 1.45 | 1.43 | 2.49 | 2.03 | 3.57 | 0.07 | 0.01 |
| Standard Deviation(%) | NA | 8.73 | 9.82 | 12.37 | 10.40 | NA | NA | 9.35 | 8.10 | 8.78 | 7.13 | 12.75 | 10.22 | 19.23 | 7.11 | 9.16 | 5.75 | 9.11 | 8.19 | 7.86 | 7.70 | 8.05 | 11.35 | 10.24 | 10.40 | 7.25 | 11.08 | 9.17 | 6.52 | 8.97 | 6.26 | 5.64 | 5.97 |
| Draw Down(%) | NA | 6.20 | 16.62 | 23.44 | 23.44 | NA | NA | 23.44 | 0.58 | 6.20 | 4.97 | 16.62 | 5.44 | 23.44 | 3.64 | 17.88 | 3.63 | 6.65 | 10.82 | 6.79 | 9.18 | 5.82 | 11.10 | 8.80 | 6.61 | 4.36 | 8.99 | 13.27 | 5.62 | 11.01 | 3.47 | 6.54 | 5.14 |
| Yield(%) | NA | 3.67 | 3.18 | 4.14 | 3.52 | NA | NA | 0.00 | NA | 1.27 | 3.69 | 2.51 | 3.01 | 6.03 | 5.16 | 1.66 | 2.82 | 2.09 | 3.28 | 4.55 | 3.04 | 4.28 | 4.31 | 2.22 | 3.99 | 4.36 | 10.97 | 6.07 | 7.80 | 4.00 | 5.05 | 4.87 | 5.44 |
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 L SERIES (NY) 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate |
-1.27%
Mar 2017 - Mar 2020 |
-1.21%
Mar 2015 - Mar 2020 |
2.82%
Oct 2013 - Oct 2023 |
4.78%
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 L SERIES (NY) 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate |
24.19%
Apr 2003 - Apr 2006 |
20.70%
Mar 2003 - Mar 2008 |
15.54%
Apr 2003 - Apr 2013 |
11.52%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart