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 Company PERSPECTIVE B SHARES Tactical Asset Allocation Moderate | NA | 20.44% | 0.29% | 4.88% | 5.28% | 7.48% | 8.40% | 7.70% |
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 Company PERSPECTIVE 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 | 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 (%) | -0.88 | 20.44 | 0.29 | 4.88 | 5.28 | 7.48 | 8.40 | 7.70 | NA | 0.35 | 16.74 | -19.61 | 5.11 | 13.40 | 19.86 | -6.50 | 15.17 | 4.18 | 1.27 | 5.96 | 18.68 | 11.10 | 3.32 | 18.35 | 12.88 | 7.68 | 12.13 | 12.90 | 7.79 | 13.43 | 9.70 | -4.34 | -1.56 |
| Sharpe Ratio | NA | -0.36 | -0.34 | -0.01 | 0.23 | NA | NA | 0.55 | 0.05 | -0.51 | 1.45 | -1.25 | 0.39 | 0.64 | 2.43 | -0.71 | 2.76 | 0.43 | 0.14 | 0.67 | 2.38 | 1.26 | 0.22 | 1.78 | 1.33 | 0.94 | 0.92 | 1.23 | 0.90 | 1.59 | 1.25 | -0.76 | -0.53 |
| Standard Deviation(%) | NA | 12.23 | 13.00 | 14.89 | 12.14 | NA | NA | 10.39 | 10.22 | 12.35 | 8.61 | 16.81 | 13.14 | 20.58 | 7.60 | 11.06 | 5.27 | 9.21 | 8.69 | 8.88 | 7.85 | 8.74 | 15.29 | 10.25 | 9.58 | 7.20 | 9.88 | 7.81 | 6.22 | 7.86 | 7.20 | 7.17 | 7.35 |
| Draw Down(%) | NA | 13.15 | 20.42 | 26.80 | 26.80 | NA | NA | 26.80 | 0.82 | 13.15 | 6.53 | 23.52 | 10.24 | 23.54 | 3.57 | 15.20 | 1.63 | 8.82 | 9.05 | 5.81 | 5.42 | 7.07 | 12.27 | 7.01 | 6.11 | 4.36 | 6.83 | 9.32 | 4.56 | 6.56 | 5.62 | 9.34 | 10.96 |
| Yield(%) | NA | 2.88 | 4.86 | 6.28 | 5.88 | NA | NA | 0.00 | NA | 1.14 | 2.84 | 3.66 | 6.82 | 11.57 | 5.93 | 5.80 | 5.33 | 2.45 | 6.69 | 7.90 | 3.18 | 4.14 | 3.95 | 4.47 | 2.77 | 4.37 | 7.87 | 6.82 | 4.37 | 2.94 | 2.35 | 3.85 | 4.74 |
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 Company PERSPECTIVE B SHARES Tactical Asset Allocation Moderate |
-1.98%
Dec 2021 - Dec 2024 |
1.12%
Sep 2017 - Sep 2022 |
4.13%
Oct 2013 - Oct 2023 |
6.61%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE B SHARES Tactical Asset Allocation Moderate |
15.76%
May 2008 - May 2011 |
14.21%
Jun 2009 - Jun 2014 |
12.16%
Sep 2003 - Sep 2013 |
10.63%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart