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 L SERIES 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate | NA | 11.59% | 3.34% | 9.17% | 5.35% | 5.09% | 6.96% | 7.86% |
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 L SERIES 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 (%) | -0.47 | 11.59 | 3.34 | 9.17 | 5.35 | 5.09 | 6.96 | 7.86 | NA | 5.79 | 1.46 | 0.14 | 15.35 | 20.23 | 5.38 | -7.54 | 10.11 | 9.76 | -6.36 | -5.08 | 12.17 | 9.24 | -5.43 | 9.57 | 19.59 | -8.73 | 20.75 | 19.25 | 14.22 | 11.62 | 25.67 | 4.97 | 6.50 |
| Sharpe Ratio | NA | -0.03 | -0.16 | 0.56 | 0.40 | NA | NA | 0.70 | 0.09 | -0.11 | -0.32 | -0.09 | 1.50 | 1.93 | 0.76 | -1.10 | 1.99 | 1.76 | -1.07 | -0.38 | 1.56 | 1.87 | -0.48 | 0.76 | 1.86 | -1.05 | 1.67 | 1.80 | 2.11 | 1.19 | 4.47 | 0.76 | 0.93 |
| Standard Deviation(%) | NA | 7.00 | 10.55 | 10.45 | 8.52 | NA | NA | 8.79 | 2.19 | 7.02 | 8.84 | 14.42 | 10.19 | 10.37 | 5.25 | 8.06 | 4.78 | 5.44 | 5.98 | 13.36 | 7.80 | 4.90 | 11.43 | 12.46 | 10.45 | 9.17 | 10.62 | 8.86 | 5.72 | 8.94 | 5.59 | 5.09 | 4.53 |
| Draw Down(%) | NA | 4.23 | 15.85 | 15.85 | 17.36 | NA | NA | 19.78 | 0.11 | 4.23 | 6.96 | 15.85 | 5.25 | 13.42 | 3.84 | 12.86 | 2.24 | 3.54 | 9.55 | 15.57 | 7.53 | 4.80 | 14.72 | 9.05 | 5.09 | 19.12 | 9.02 | 13.49 | 5.90 | 11.20 | 2.64 | 6.81 | 4.14 |
| Yield(%) | NA | 3.92 | 3.09 | 4.18 | 3.38 | NA | NA | 3.80 | NA | 0.65 | 3.56 | 3.62 | 2.01 | 7.72 | 3.77 | 3.62 | 0.46 | 2.42 | 2.92 | 3.63 | 0.70 | 4.97 | 2.53 | 2.57 | 4.22 | 1.93 | 6.85 | 4.62 | 6.78 | 2.62 | 3.85 | 5.15 | 6.14 |
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 L SERIES 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate |
-0.85%
Feb 2014 - Feb 2017 |
-0.46%
May 2014 - May 2019 |
1.93%
Mar 2010 - Mar 2020 |
3.99%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE L SERIES 4-YEAR CDSC L SHARES Tactical Asset Allocation Moderate |
20.71%
Oct 2004 - Oct 2007 |
19.08%
Oct 2002 - Oct 2007 |
12.66%
Apr 2001 - Apr 2011 |
8.77%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart