Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRERX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS R2) | NA | 7.24% | 0.48% | 3.35% | 3.54% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRERX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS R2) | 09/05/2012 | 10/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.24 | 0.48 | 3.35 | 3.54 | NA | NA | … | … | 4.31 | -13.17 | 4.69 | 10.13 | 14.06 | -3.73 | 10.30 | 6.38 | -1.40 | 5.00 | 11.54 | 3.02 |
| Sharpe Ratio | NA | 0.43 | -0.17 | 0.24 | 0.38 | NA | NA | … | … | 0.19 | -1.62 | 1.02 | 0.71 | 3.27 | -0.90 | 3.17 | 0.94 | -0.20 | 0.87 | 1.44 | 1.42 |
| Standard Deviation(%) | NA | 6.26 | 6.60 | 8.26 | 7.10 | NA | NA | … | … | 5.20 | 9.04 | 4.57 | 13.81 | 3.87 | 5.60 | 3.07 | 6.56 | 7.13 | 5.73 | 8.00 | 6.96 |
| Draw Down(%) | NA | 3.85 | 17.66 | 17.66 | 17.66 | NA | NA | … | … | 3.85 | 17.27 | 2.57 | 16.85 | 1.58 | 7.80 | 1.16 | 4.74 | 7.69 | 4.27 | 8.53 | 3.88 |
| Yield(%) | 0.00 | 12.23 | 8.43 | 8.04 | 5.78 | 4.43 | 3.32 | … | … | 1.43 | 9.25 | 9.12 | 6.34 | 7.27 | 8.16 | 6.71 | 3.45 | 3.07 | 1.88 | 1.59 | 2.84 |
Data as of 10/30/2023, Common starting date is 09/05/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRERX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS R2) |
-0.35%
Aug 2020 – Aug 2023 |
1.55%
Sep 2017 – Sep 2022 |
3.79%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRERX (RETIREMENT CHOICES AT 2025 PORTFOLIO CLASS R2) |
9.56%
Dec 2018 – Dec 2021 |
7.58%
Jan 2016 – Jan 2021 |
4.34%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart