Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRFOX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS 1) | NA | 6.63% | 0.02% | 2.74% | 2.45% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRFOX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS 1) | 05/04/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.63 | 0.02 | 2.74 | 2.45 | NA | NA | … | … | 4.08 | -10.30 | 2.84 | 7.86 | 9.99 | -0.24 | 4.27 | 3.35 | 0.19 | 3.67 | 2.15 | 6.43 | 5.45 | 4.95 |
| Sharpe Ratio | NA | 0.44 | -0.31 | 0.23 | 0.35 | NA | NA | … | … | 0.18 | -1.59 | 0.89 | 0.77 | 3.89 | -0.77 | 2.39 | 1.28 | 0.06 | 1.70 | 0.57 | 2.74 | 1.22 | 0.77 |
| Standard Deviation(%) | NA | 4.99 | 5.17 | 6.02 | 4.53 | NA | NA | … | … | 4.05 | 7.37 | 3.16 | 9.83 | 2.21 | 2.02 | 1.53 | 2.46 | 2.68 | 2.15 | 3.73 | 2.34 | 4.44 | 9.65 |
| Draw Down(%) | NA | 3.34 | 14.22 | 14.22 | 14.22 | NA | NA | … | … | 3.34 | 13.96 | 2.12 | 13.74 | 0.96 | 1.80 | 0.98 | 2.10 | 2.53 | 1.12 | 3.89 | 1.14 | 2.79 | 5.42 |
| Yield(%) | 0.00 | 8.28 | 5.37 | 5.09 | 3.82 | 3.30 | 2.48 | … | … | 1.83 | 5.72 | 6.26 | 2.74 | 5.05 | 3.63 | 3.91 | 2.25 | 3.13 | 2.51 | 1.87 | 3.06 | 1.46 | 1.32 |
Data as of 10/30/2023, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRFOX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS 1) |
-0.88%
Sep 2019 – Sep 2022 |
1.20%
Sep 2017 – Sep 2022 |
1.95%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRFOX (RETIREMENT CHOICES AT 2015 PORTFOLIO CLASS 1) |
6.87%
Oct 2018 – Oct 2021 |
5.08%
Jun 2010 – Jun 2015 |
4.40%
Jun 2010 – Jun 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart