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 Strategic Asset Allocation - Equal Weight Moderate | NA | 19.01% | 1.80% | 5.80% | 4.86% | 6.52% | 6.02% | 5.97% |
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 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 (%) | -0.84 | 19.01 | 1.80 | 5.80 | 4.86 | 6.52 | 6.02 | 5.97 | NA | -0.97 | 17.06 | -14.41 | 3.90 | 17.67 | 18.83 | -7.22 | 9.77 | 0.02 | 2.08 | 4.87 | 16.16 | 11.31 | 0.58 | 13.72 | 19.26 | -20.44 | 9.10 | 11.04 | 7.06 | 10.66 | 16.14 | -4.46 | 1.35 |
| Sharpe Ratio | NA | -0.54 | -0.30 | 0.12 | 0.25 | NA | NA | 0.42 | 0.07 | -0.75 | 1.53 | -1.07 | 0.41 | 0.97 | 2.15 | -0.88 | 1.61 | -0.02 | 0.25 | 0.72 | 2.49 | 1.67 | 0.04 | 1.36 | 1.54 | -1.23 | 0.70 | 1.21 | 0.90 | 1.44 | 2.37 | -0.62 | -0.11 |
| Standard Deviation(%) | NA | 10.03 | 11.40 | 12.65 | 10.66 | NA | NA | 9.92 | 7.99 | 10.14 | 8.35 | 14.73 | 9.45 | 17.89 | 8.11 | 9.69 | 5.67 | 8.73 | 8.31 | 6.73 | 6.48 | 6.75 | 12.17 | 10.00 | 12.44 | 17.30 | 8.78 | 6.41 | 5.42 | 6.74 | 6.52 | 8.92 | 8.53 |
| Draw Down(%) | NA | 9.77 | 18.74 | 22.84 | 22.84 | NA | NA | 31.34 | 0.57 | 9.69 | 7.22 | 20.01 | 6.26 | 22.84 | 3.26 | 12.94 | 4.96 | 7.45 | 8.90 | 5.29 | 5.54 | 5.39 | 11.67 | 6.97 | 12.96 | 29.11 | 5.78 | 6.83 | 3.68 | 5.52 | 6.01 | 13.77 | 11.32 |
| Yield(%) | NA | 2.65 | 5.67 | 6.05 | 4.90 | NA | NA | 4.31 | NA | 0.53 | 2.92 | 3.76 | 9.30 | 7.85 | 5.63 | 5.39 | 0.28 | 0.99 | 6.42 | 5.97 | 3.13 | 4.10 | 2.72 | 3.67 | 2.62 | 3.30 | 7.14 | 4.21 | 6.30 | 3.46 | 2.55 | 2.39 | 4.45 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.25%
Feb 2006 - Feb 2009 |
0.15%
Feb 2004 - Feb 2009 |
3.75%
Oct 2013 - Oct 2023 |
3.96%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE B SHARES Strategic Asset Allocation - Equal Weight Moderate |
16.55%
Feb 2009 - Feb 2012 |
14.53%
Feb 2009 - Feb 2014 |
8.55%
Feb 2009 - Feb 2019 |
8.03%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart