Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRRQX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS R1) | NA | -30.63% | -8.22% | -0.15% | 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 |
|---|---|---|
| JRRQX (RETIREMENT CHOICES AT 2040 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 (%) | -34.47 | -30.63 | -8.22 | -0.15 | NA | NA | NA | … | … | 5.01 | 10.81 | -18.71 | 17.48 | 8.94 | -2.61 | 5.47 | 18.20 | 4.09 |
| Sharpe Ratio | NA | 0.23 | 0.30 | 0.56 | NA | NA | NA | … | … | 0.20 | 0.73 | -1.16 | 3.03 | 0.75 | -0.22 | 0.60 | 1.46 | 1.39 |
| Standard Deviation(%) | NA | 24.34 | 16.50 | 14.05 | NA | NA | NA | … | … | 24.77 | 13.02 | 17.31 | 5.58 | 11.62 | 12.09 | 9.05 | 12.41 | 9.74 |
| Draw Down(%) | NA | 26.58 | 26.58 | 26.58 | NA | NA | NA | … | … | 26.58 | 8.92 | 23.63 | 1.66 | 9.21 | 11.90 | 6.93 | 11.84 | 5.72 |
| Yield(%) | 0.00 | 9.06 | 8.52 | 7.58 | 5.14 | 3.43 | 2.57 | … | … | 0.00 | 10.98 | 10.97 | 8.17 | 4.63 | 2.80 | 1.74 | 1.46 | 2.74 |
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 |
|---|---|---|---|---|
| JRRQX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS R1) |
1.89%
Mar 2017 – Mar 2020 |
2.95%
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 |
|---|---|---|---|---|
| JRRQX (RETIREMENT CHOICES AT 2040 PORTFOLIO CLASS R1) |
11.07%
Sep 2015 – Sep 2018 |
9.37%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart