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 Strategic Asset Allocation - Optimal Moderate | NA | 18.43% | 2.26% | 5.24% | 3.38% | 4.57% | 4.47% | 5.27% |
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 Strategic Asset Allocation - Optimal 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 (%) | -1.16 | 18.43 | 2.26 | 5.24 | 3.38 | 4.57 | 4.47 | 5.27 | NA | 4.90 | 9.76 | -10.85 | 6.74 | 12.23 | 15.34 | -9.60 | 6.69 | 4.58 | -5.18 | 1.99 | 10.05 | 8.36 | -2.27 | 12.36 | 25.47 | -29.51 | 8.97 | 11.90 | 11.60 | 13.55 | 25.41 | -0.92 | 2.52 |
| Sharpe Ratio | NA | -0.18 | -0.33 | 0.15 | 0.15 | NA | NA | 0.36 | 0.01 | -0.24 | 0.74 | -1.06 | 0.76 | 0.66 | 2.16 | -1.30 | 1.30 | 0.55 | -0.66 | 0.31 | 1.47 | 1.15 | -0.20 | 1.16 | 1.48 | -1.38 | 0.63 | 1.23 | 1.86 | 1.91 | 3.18 | -0.24 | 0.02 |
| Standard Deviation(%) | NA | 7.00 | 8.91 | 11.40 | 9.53 | NA | NA | 10.18 | 5.12 | 7.04 | 7.46 | 11.53 | 8.79 | 18.26 | 6.46 | 8.39 | 4.64 | 7.95 | 7.93 | 6.27 | 6.82 | 7.20 | 11.30 | 10.60 | 17.19 | 22.06 | 9.50 | 7.04 | 5.08 | 6.61 | 7.77 | 8.35 | 8.46 |
| Draw Down(%) | NA | 6.67 | 18.24 | 23.95 | 23.95 | NA | NA | 43.07 | 0.35 | 6.48 | 6.71 | 18.25 | 5.17 | 23.95 | 3.34 | 14.99 | 3.30 | 5.96 | 10.87 | 5.59 | 8.19 | 8.59 | 12.64 | 7.81 | 17.83 | 38.98 | 7.13 | 9.24 | 3.93 | 7.85 | 6.06 | 14.85 | 12.90 |
| Yield(%) | NA | 3.42 | 3.79 | 4.07 | 3.52 | NA | NA | 3.88 | NA | 0.70 | 3.25 | 3.83 | 3.83 | 5.83 | 2.46 | 6.30 | 0.23 | 1.90 | 3.59 | 3.01 | 3.31 | 4.16 | 2.74 | 3.55 | 2.69 | 3.43 | 7.65 | 5.19 | 6.14 | 5.25 | 3.50 | 2.77 | 3.96 |
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 Strategic Asset Allocation - Optimal Moderate |
-9.99%
Feb 2006 - Feb 2009 |
-1.68%
Feb 2004 - Feb 2009 |
1.97%
Mar 2010 - Mar 2020 |
1.68%
Sep 2007 - Sep 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 Strategic Asset Allocation - Optimal Moderate |
19.64%
Mar 2003 - Mar 2006 |
15.61%
Oct 2002 - Oct 2007 |
8.16%
Mar 2003 - Mar 2013 |
6.43%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart