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 REWARDS 9-YEAR CDSC (ALL) Strategic Asset Allocation - Equal Weight Moderate | NA | 6.58% | 3.85% | 2.38% | 1.53% | 1.52% | 0.80% | 0.90% |
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 REWARDS 9-YEAR CDSC (ALL) 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 (%) | 0.17 | 6.58 | 3.85 | 2.38 | 1.53 | 1.52 | 0.80 | 0.90 | NA | 6.58 | 4.25 | 1.38 | 0.02 | 0.23 | 1.42 | 1.34 | 0.63 | 0.21 | 0.03 | -14.46 | 13.82 | 4.67 | -7.61 | 9.23 | 20.65 | -25.59 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.03 | -0.04 | -0.01 | 0.02 | NA | NA | -0.06 | 0.02 | -0.02 | 0.00 | 0.00 | 0.02 | 0.05 | 1.02 | 2.25 | 0.06 | 0.93 | -0.20 | -1.17 | 1.88 | 0.54 | -0.64 | 0.88 | 1.51 | -1.52 | 1.06 | 2.84 | 0.96 | 0.31 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 0.55 | 0.38 | 0.32 | 0.23 | NA | NA | 6.54 | 0.00 | 0.55 | 0.29 | 0.06 | 0.00 | 0.02 | 0.01 | 0.01 | 0.01 | 0.00 | 0.00 | 12.34 | 7.35 | 8.55 | 12.02 | 10.35 | 13.63 | 17.42 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 34.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 18.54 | 5.36 | 7.56 | 16.39 | 9.36 | 13.61 | 33.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.80 | 2.32 | 1.61 | 1.08 | NA | NA | 1.10 | NA | 1.31 | 4.25 | 1.38 | 0.02 | 0.23 | 1.42 | 1.34 | 0.63 | 0.21 | 0.03 | 0.01 | 0.01 | 0.02 | 0.01 | 0.04 | 0.04 | 0.68 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
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 REWARDS 9-YEAR CDSC (ALL) Strategic Asset Allocation - Equal Weight Moderate |
-10.35%
Feb 2006 - Feb 2009 |
-5.69%
Feb 2004 - Feb 2009 |
-0.77%
Jun 2014 - Jun 2024 |
-0.19%
Aug 2007 - Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE REWARDS 9-YEAR CDSC (ALL) Strategic Asset Allocation - Equal Weight Moderate |
12.25%
Feb 2009 - Feb 2012 |
9.78%
Feb 2009 - Feb 2014 |
3.36%
Feb 2009 - Feb 2019 |
2.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart