Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRIWX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R6) | NA | 13.06% | 3.19% | 6.33% | NA | NA | NA | … | … |
Data as of 11/06/2023, Common starting date is 03/31/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRIWX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R6) | 03/31/2014 | 11/06/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.79 | 13.06 | 3.19 | 6.33 | NA | NA | NA | … | … | 9.44 | -19.43 | 15.48 | 15.73 | 23.33 | -7.34 | 18.94 | 9.78 | -2.02 | 5.08 |
| Sharpe Ratio | NA | 0.80 | 0.11 | 0.30 | NA | NA | NA | … | … | 0.69 | -1.10 | 1.46 | 0.58 | 2.28 | -0.69 | 3.19 | 0.79 | -0.17 | 0.77 |
| Standard Deviation(%) | NA | 11.77 | 13.83 | 16.73 | NA | NA | NA | … | … | 9.94 | 19.05 | 10.62 | 26.40 | 9.64 | 12.56 | 5.76 | 12.13 | 12.34 | 8.77 |
| Draw Down(%) | NA | 7.30 | 26.45 | 27.85 | NA | NA | NA | … | … | 7.30 | 26.02 | 4.66 | 27.85 | 5.26 | 16.20 | 1.69 | 9.58 | 11.92 | 6.93 |
| Yield(%) | 0.00 | 14.16 | 8.56 | 9.18 | 6.92 | 4.61 | 3.46 | … | … | 0.80 | 10.47 | 8.48 | 5.15 | 11.72 | 10.60 | 8.05 | 3.95 | 2.13 | 1.74 |
Data as of 11/06/2023, Common starting date is 03/31/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRIWX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R6) |
2.24%
Sep 2019 – Sep 2022 |
3.57%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRIWX (RETIREMENT CHOICES AT 2055 PORTFOLIO CLASS R6) |
18.13%
Dec 2018 – Dec 2021 |
13.18%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart