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 RETIREMENT LATITUDES 7-YEAR CDSC B SHARES Tactical Asset Allocation Moderate | NA | 11.26% | 1.08% | 6.27% | 3.73% | 4.86% | 6.83% | 7.80% |
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 RETIREMENT LATITUDES 7-YEAR CDSC B 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 (%) | -1.04 | 11.26 | 1.08 | 6.27 | 3.73 | 4.86 | 6.83 | 7.80 | NA | 0.06 | 14.29 | -12.96 | 7.01 | 21.36 | 4.66 | -5.91 | 8.75 | 6.84 | -5.81 | -0.62 | 11.53 | 9.26 | 0.11 | 12.18 | 20.46 | -8.35 | 17.39 | 18.68 | 17.57 | 11.56 | 27.16 | 5.40 | 6.50 |
| Sharpe Ratio | NA | -0.64 | -0.41 | 0.30 | 0.22 | NA | NA | 0.76 | 0.03 | -0.76 | 1.37 | -1.54 | 0.72 | 2.01 | 0.60 | -0.93 | 1.57 | 1.16 | -0.92 | -0.11 | 1.54 | 1.86 | 0.01 | 1.07 | 1.98 | -1.35 | 1.24 | 1.68 | 2.47 | 1.15 | 4.58 | 0.81 | 0.93 |
| Standard Deviation(%) | NA | 8.55 | 8.46 | 9.18 | 7.82 | NA | NA | 7.97 | 7.81 | 8.63 | 7.32 | 9.32 | 9.70 | 10.52 | 5.41 | 7.80 | 5.18 | 5.71 | 6.35 | 5.94 | 7.48 | 4.95 | 9.45 | 11.33 | 10.28 | 6.88 | 11.65 | 9.17 | 6.25 | 9.20 | 5.78 | 5.32 | 4.53 |
| Draw Down(%) | NA | 6.45 | 13.12 | 14.61 | 16.44 | NA | NA | 16.44 | 0.64 | 6.36 | 5.81 | 13.98 | 5.64 | 13.23 | 4.06 | 11.78 | 2.25 | 3.41 | 9.83 | 6.81 | 7.48 | 4.55 | 8.79 | 8.91 | 5.36 | 12.11 | 9.38 | 14.04 | 5.84 | 11.98 | 2.71 | 6.84 | 4.14 |
| Yield(%) | NA | 3.80 | 5.44 | 5.70 | 4.54 | NA | NA | 4.66 | NA | 0.81 | 3.48 | 4.47 | 7.91 | 7.28 | 4.87 | 3.91 | 0.46 | 2.64 | 5.24 | 4.74 | 0.89 | 4.93 | 2.97 | 3.78 | 4.94 | 2.40 | 10.43 | 5.30 | 8.09 | 2.46 | 3.77 | 5.17 | 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 RETIREMENT LATITUDES 7-YEAR CDSC B SHARES Tactical Asset Allocation Moderate |
-0.15%
Feb 2014 - Feb 2017 |
0.01%
Mar 2015 - Mar 2020 |
2.83%
Oct 2013 - Oct 2023 |
3.81%
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 RETIREMENT LATITUDES 7-YEAR CDSC B SHARES Tactical Asset Allocation Moderate |
21.91%
Oct 2004 - Oct 2007 |
19.94%
Oct 2002 - Oct 2007 |
12.77%
Apr 2001 - Apr 2011 |
9.58%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart