Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE REWARDS 9-YEAR CDSC (ALL) Tactical Asset Allocation Moderate | NA | 6.58% | 3.85% | 2.38% | 1.53% | 0.54% | 0.74% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE REWARDS 9-YEAR CDSC (ALL) Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 6.58 | 3.85 | 2.38 | 1.53 | 0.54 | 0.74 | … | … | 0.06 | 6.58 | 4.25 | 1.38 | 0.02 | 0.23 | 1.42 | 1.34 | 0.63 | 0.21 | 0.03 | -12.70 | 12.66 | 8.79 | -15.25 | -1.53 | 12.54 | -9.08 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.03 | -0.04 | -0.01 | 0.02 | NA | NA | … | … | 0.02 | -0.02 | 0.00 | 0.00 | 0.02 | 0.05 | 1.02 | 2.25 | 0.06 | 0.93 | -0.20 | -0.92 | 1.73 | 1.18 | -1.40 | -0.17 | 1.29 | -2.28 | 1.06 | 2.84 | 0.96 | 0.31 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 0.55 | 0.38 | 0.32 | 0.23 | NA | NA | … | … | 0.00 | 0.55 | 0.29 | 0.06 | 0.00 | 0.02 | 0.01 | 0.01 | 0.01 | 0.00 | 0.00 | 13.76 | 7.31 | 7.38 | 10.89 | 9.74 | 9.65 | 4.39 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 19.08 | 5.43 | 5.43 | 20.21 | 13.83 | 4.88 | 10.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.80 | 2.32 | 1.61 | 1.08 | NA | NA | … | … | NA | 1.31 | 4.25 | 1.38 | 0.02 | 0.23 | 1.42 | 1.34 | 0.63 | 0.21 | 0.03 | 0.01 | 0.01 | 0.02 | 0.01 | 0.04 | 0.07 | 0.74 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE REWARDS 9-YEAR CDSC (ALL) Tactical Asset Allocat |
-5.92%
Jun 2014 – Jun 2017 |
-3.11%
Jun 2014 – Jun 2019 |
-1.03%
Apr 2010 – Apr 2020 |
-0.26%
Aug 2007 – Aug 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jackson National Life Insurance Company PERSPECTIVE REWARDS 9-YEAR CDSC (ALL) Tactical Asset Allocat |
4.97%
Sep 2011 – Sep 2014 |
4.24%
Jun 2009 – Jun 2014 |
1.89%
Jun 2004 – Jun 2014 |
0.88%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart