Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRINX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS R2) | NA | 9.26% | 3.80% | 5.74% | 5.76% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRINX (RETIREMENT CHOICES AT 2050 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 | 9.26 | 3.80 | 5.74 | 5.76 | NA | NA | … | … | 5.87 | -19.77 | 14.86 | 15.23 | 22.71 | -7.71 | 18.39 | 9.39 | -2.34 | 5.73 | 18.63 | 4.15 |
| Sharpe Ratio | NA | 0.42 | 0.17 | 0.27 | 0.35 | NA | NA | … | … | 0.35 | -1.12 | 1.39 | 0.56 | 2.20 | -0.72 | 3.07 | 0.76 | -0.19 | 0.62 | 1.95 | 1.39 |
| Standard Deviation(%) | NA | 12.02 | 13.93 | 16.75 | 13.93 | NA | NA | … | … | 9.91 | 19.04 | 10.67 | 26.43 | 9.65 | 12.68 | 5.81 | 12.05 | 12.40 | 9.21 | 9.55 | 9.94 |
| Draw Down(%) | NA | 7.46 | 26.75 | 27.96 | 27.96 | NA | NA | … | … | 7.46 | 26.26 | 4.74 | 27.96 | 5.35 | 16.56 | 1.70 | 9.62 | 12.07 | 7.02 | 6.97 | 5.56 |
| Yield(%) | 0.00 | 20.36 | 10.58 | 10.23 | 7.69 | 6.18 | 4.64 | … | … | 0.57 | 15.47 | 8.49 | 3.68 | 11.53 | 11.15 | 8.72 | 5.00 | 2.99 | 2.16 | 1.74 | 2.64 |
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 |
|---|---|---|---|---|
| JRINX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS R2) |
1.72%
Sep 2019 – Sep 2022 |
3.06%
Sep 2017 – Sep 2022 |
6.18%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRINX (RETIREMENT CHOICES AT 2050 PORTFOLIO CLASS R2) |
17.55%
Dec 2018 – Dec 2021 |
12.66%
Oct 2016 – Oct 2021 |
7.32%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart