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 ADVISORS II NO CDSC C SHARES Strategic Asset Allocation - Equal Weight Moderate | NA | 15.48% | 2.91% | 6.10% | 3.55% | 4.96% | 5.23% | 5.89% |
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 ADVISORS II NO CDSC C 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 (%) | -0.91 | 15.48 | 2.91 | 6.10 | 3.55 | 4.96 | 5.23 | 5.89 | NA | 4.11 | 8.60 | -6.10 | 9.97 | 10.52 | 14.06 | -8.92 | 6.68 | 2.73 | -4.45 | -0.30 | 5.69 | 14.94 | 0.14 | 13.68 | 22.67 | -25.23 | 10.30 | 15.93 | 13.68 | 11.98 | 20.66 | -0.78 | 4.94 |
| Sharpe Ratio | NA | -0.31 | -0.25 | 0.26 | 0.21 | NA | NA | 0.50 | -0.02 | -0.38 | 0.62 | -0.76 | 1.19 | 0.62 | 1.94 | -1.33 | 1.58 | 0.32 | -0.64 | -0.06 | 1.00 | 2.53 | 0.01 | 1.55 | 1.81 | -1.73 | 0.92 | 2.17 | 2.29 | 1.81 | 3.83 | -0.28 | 0.42 |
| Standard Deviation(%) | NA | 6.47 | 7.91 | 10.33 | 8.72 | NA | NA | 8.43 | 4.92 | 6.48 | 6.97 | 9.86 | 8.35 | 16.59 | 6.52 | 7.69 | 3.83 | 7.87 | 7.04 | 4.94 | 5.64 | 5.88 | 10.68 | 8.79 | 12.48 | 15.14 | 7.95 | 5.85 | 5.03 | 6.09 | 5.21 | 6.86 | 6.20 |
| Draw Down(%) | NA | 5.34 | 12.54 | 22.22 | 22.22 | NA | NA | 35.94 | 0.56 | 5.34 | 5.14 | 12.54 | 4.48 | 22.22 | 3.34 | 13.38 | 2.10 | 6.72 | 9.89 | 6.11 | 7.44 | 5.28 | 12.05 | 7.83 | 13.28 | 34.66 | 7.09 | 6.84 | 4.47 | 7.09 | 4.02 | 11.19 | 8.62 |
| Yield(%) | NA | 3.53 | 3.62 | 4.26 | 3.32 | NA | NA | 4.07 | NA | 0.53 | 3.87 | 3.80 | 3.34 | 5.00 | 4.95 | 4.85 | 0.24 | 1.67 | 2.31 | 2.95 | 3.03 | 4.86 | 3.64 | 4.45 | 2.97 | 3.33 | 7.89 | 5.38 | 8.03 | 4.10 | 3.09 | 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 Company PERSPECTIVE ADVISORS II NO CDSC C SHARES Strategic Asset Allocation - Equal Weight Moderate |
-5.70%
Feb 2006 - Feb 2009 |
-1.62%
Mar 2015 - Mar 2020 |
2.23%
Mar 2010 - Mar 2020 |
2.75%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE ADVISORS II NO CDSC C SHARES Strategic Asset Allocation - Equal Weight Moderate |
17.90%
Feb 2009 - Feb 2012 |
15.53%
Oct 2002 - Oct 2007 |
9.45%
Mar 2003 - Mar 2013 |
6.87%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart