Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRHQX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R1) | NA | 6.07% | 5.34% | 7.41% | NA | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 09/05/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRHQX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R1) | 09/05/2012 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.07 | 5.34 | 7.41 | NA | NA | NA | … | … | 5.49 | 9.10 | -15.15 | 13.61 | 7.46 | -2.24 | 5.14 | 14.89 | 3.65 |
| Sharpe Ratio | NA | 0.32 | 0.37 | 0.64 | NA | NA | NA | … | … | 0.29 | 0.81 | -1.22 | 3.07 | 0.79 | -0.23 | 0.68 | 1.44 | 1.42 |
| Standard Deviation(%) | NA | 18.12 | 12.10 | 10.43 | NA | NA | NA | … | … | 18.44 | 9.58 | 13.50 | 4.24 | 9.17 | 9.81 | 7.54 | 10.34 | 8.52 |
| Draw Down(%) | NA | 20.45 | 20.45 | 20.45 | NA | NA | NA | … | … | 20.45 | 7.04 | 18.86 | 1.32 | 7.11 | 9.94 | 5.71 | 10.43 | 4.89 |
| Yield(%) | 0.00 | 7.14 | 7.29 | 6.30 | 4.24 | 2.83 | 2.12 | … | … | 0.00 | 8.32 | 9.51 | 7.11 | 3.71 | 2.74 | 1.75 | 1.39 | 2.57 |
Data as of 12/17/2020, 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 |
|---|---|---|---|---|
| JRHQX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R1) |
2.49%
Mar 2017 – Mar 2020 |
2.92%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRHQX (RETIREMENT CHOICES AT 2030 PORTFOLIO CLASS R1) |
8.55%
Sep 2015 – Sep 2018 |
7.72%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart