Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRWPX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R4) | NA | 5.16% | 4.58% | 5.08% | NA | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRWPX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R4) | 05/01/2012 | 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 | 5.16 | 4.58 | 5.08 | NA | NA | NA | … | … | 4.87 | 10.70 | -1.54 | 6.51 | 5.02 | -0.80 | 4.58 | 7.09 | 3.61 |
| Sharpe Ratio | NA | 0.51 | 0.60 | 0.85 | NA | NA | NA | … | … | 0.49 | 3.94 | -1.04 | 2.70 | 1.15 | -0.18 | 1.25 | 1.39 | 1.05 |
| Standard Deviation(%) | NA | 9.67 | 5.98 | 5.09 | NA | NA | NA | … | … | 9.85 | 2.36 | 2.77 | 2.19 | 4.16 | 4.53 | 3.66 | 5.06 | 5.19 |
| Draw Down(%) | NA | 13.81 | 13.81 | 13.81 | NA | NA | NA | … | … | 13.81 | 1.02 | 3.31 | 1.16 | 2.50 | 5.23 | 2.58 | 5.75 | 3.50 |
| Yield(%) | 0.00 | 9.31 | 7.15 | 5.81 | 3.84 | 2.56 | 1.92 | … | … | 4.78 | 5.23 | 6.28 | 7.18 | 3.30 | 3.35 | 2.31 | 1.99 | 2.80 |
Data as of 12/17/2020, 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 |
|---|---|---|---|---|
| JRWPX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R4) |
2.26%
Apr 2015 – Apr 2018 |
2.38%
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 |
|---|---|---|---|---|
| JRWPX (RETIREMENT CHOICES AT 2020 PORTFOLIO CLASS R4) |
5.57%
Jun 2012 – Jun 2015 |
5.14%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart