Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRVSX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS R6) | NA | 10.45% | 4.46% | 6.33% | 6.27% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRVSX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS R6) | 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 | 10.45 | 4.46 | 6.33 | 6.27 | NA | NA | … | … | 7.06 | -19.23 | 15.07 | 15.59 | 23.12 | -7.17 | 18.87 | 9.79 | -2.06 | 6.25 | 19.29 | 4.39 |
| Sharpe Ratio | NA | 0.50 | 0.21 | 0.30 | 0.40 | NA | NA | … | … | 0.47 | -1.13 | 1.46 | 0.59 | 2.31 | -0.68 | 3.20 | 0.80 | -0.17 | 0.68 | 1.54 | 1.47 |
| Standard Deviation(%) | NA | 11.57 | 13.43 | 16.37 | 13.68 | NA | NA | … | … | 9.41 | 18.38 | 10.33 | 26.09 | 9.41 | 12.47 | 5.73 | 12.04 | 12.36 | 9.22 | 12.52 | 9.99 |
| Draw Down(%) | NA | 7.17 | 25.94 | 27.67 | 27.67 | NA | NA | … | … | 7.17 | 25.55 | 4.54 | 27.67 | 5.18 | 16.03 | 1.71 | 9.52 | 11.94 | 6.97 | 11.90 | 5.64 |
| Yield(%) | 0.00 | 22.33 | 11.58 | 10.98 | 8.30 | 6.70 | 5.03 | … | … | 0.85 | 16.95 | 9.04 | 4.45 | 12.18 | 11.62 | 8.89 | 5.41 | 3.36 | 2.45 | 2.30 | 3.31 |
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 |
|---|---|---|---|---|
| JRVSX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS R6) |
2.24%
Sep 2019 – Sep 2022 |
3.57%
Sep 2017 – Sep 2022 |
6.70%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRVSX (RETIREMENT CHOICES AT 2045 PORTFOLIO CLASS R6) |
17.87%
Dec 2018 – Dec 2021 |
13.05%
Oct 2016 – Oct 2021 |
7.77%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart