Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRHPX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R4) | NA | 12.57% | 2.81% | 5.12% | 5.03% | NA | NA | … | … |
Data as of 10/30/2023, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRHPX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R4) | 05/01/2012 | 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 | 12.57 | 2.81 | 5.12 | 5.03 | NA | NA | … | … | 9.15 | -16.59 | 8.49 | 12.83 | 17.89 | -5.08 | 14.25 | 8.14 | -1.86 | 5.73 | 15.43 | 3.97 |
| Sharpe Ratio | NA | 0.83 | 0.12 | 0.33 | 0.42 | NA | NA | … | … | 0.83 | -1.43 | 1.26 | 0.68 | 2.74 | -0.75 | 3.27 | 0.85 | -0.19 | 0.76 | 1.49 | 0.61 |
| Standard Deviation(%) | NA | 9.40 | 9.55 | 11.54 | 9.89 | NA | NA | … | … | 8.34 | 12.62 | 6.73 | 18.52 | 6.03 | 8.48 | 4.19 | 9.29 | 9.79 | 7.47 | 10.34 | 9.85 |
| Draw Down(%) | NA | 4.77 | 21.85 | 21.85 | 21.85 | NA | NA | … | … | 4.77 | 21.46 | 3.40 | 20.47 | 2.99 | 11.20 | 1.31 | 7.03 | 9.78 | 5.62 | 10.34 | 6.93 |
| Yield(%) | 0.00 | 16.99 | 9.97 | 9.45 | 6.96 | 5.49 | 4.12 | … | … | 1.12 | 12.99 | 9.54 | 5.99 | 8.81 | 10.00 | 7.68 | 4.31 | 3.21 | 2.27 | 1.92 | 3.07 |
Data as of 10/30/2023, Common starting date is 05/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRHPX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R4) |
0.55%
Sep 2019 – Sep 2022 |
2.32%
Sep 2017 – Sep 2022 |
5.01%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRHPX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R4) |
13.01%
Dec 2018 – Dec 2021 |
10.00%
Feb 2016 – Feb 2021 |
6.49%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart