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 II 7-YEAR CDSC B SHARES Strategic Asset Allocation - Equal Weight Moderate | NA | 15.40% | 3.24% | 6.22% | 3.61% | 4.88% | 4.94% | 5.63% |
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 II 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 (%) | -0.80 | 15.40 | 3.24 | 6.22 | 3.61 | 4.88 | 4.94 | 5.63 | NA | 4.65 | 8.96 | -5.94 | 9.55 | 10.99 | 13.63 | -8.86 | 7.28 | 4.08 | -5.39 | -0.74 | 4.52 | 14.49 | -0.44 | 13.99 | 21.42 | -27.97 | 10.30 | 15.93 | 13.68 | 11.98 | 20.66 | -0.78 | 4.94 |
| Sharpe Ratio | NA | -0.21 | -0.21 | 0.30 | 0.24 | NA | NA | 0.48 | 0.00 | -0.30 | 0.67 | -0.76 | 1.25 | 0.70 | 1.98 | -1.37 | 1.68 | 0.49 | -0.78 | -0.16 | 0.76 | 2.37 | -0.05 | 1.56 | 1.74 | -1.77 | 0.92 | 2.17 | 2.29 | 1.81 | 3.83 | -0.28 | 0.42 |
| Standard Deviation(%) | NA | 6.53 | 7.85 | 9.79 | 8.36 | NA | NA | 8.35 | 4.51 | 6.54 | 6.97 | 9.68 | 7.60 | 15.36 | 6.18 | 7.43 | 3.96 | 7.96 | 6.94 | 4.86 | 5.86 | 6.09 | 10.15 | 8.90 | 12.28 | 16.31 | 7.95 | 5.85 | 5.03 | 6.09 | 5.21 | 6.86 | 6.20 |
| Draw Down(%) | NA | 5.13 | 12.29 | 20.89 | 20.89 | NA | NA | 38.38 | 0.50 | 5.13 | 4.90 | 12.29 | 4.12 | 20.89 | 3.09 | 13.26 | 2.27 | 6.50 | 9.93 | 6.37 | 7.97 | 5.37 | 11.62 | 7.80 | 13.61 | 37.37 | 7.09 | 6.84 | 4.47 | 7.09 | 4.02 | 11.19 | 8.62 |
| Yield(%) | NA | 3.53 | 3.52 | 4.08 | 3.22 | NA | NA | 3.98 | NA | 0.49 | 3.87 | 3.68 | 3.15 | 5.09 | 4.29 | 4.84 | 0.27 | 1.76 | 2.10 | 2.90 | 2.55 | 4.73 | 3.41 | 4.19 | 3.12 | 3.25 | 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 II 7-YEAR CDSC B SHARES Strategic Asset Allocation - Equal Weight Moderate |
-6.96%
Feb 2006 - Feb 2009 |
-1.27%
Mar 2015 - Mar 2020 |
1.98%
Apr 2008 - Apr 2018 |
2.33%
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 II 7-YEAR CDSC B SHARES Strategic Asset Allocation - Equal Weight Moderate |
17.47%
Mar 2003 - Mar 2006 |
15.53%
Oct 2002 - Oct 2007 |
8.84%
Mar 2003 - Mar 2013 |
6.42%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart