Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JAAIX (ALTERNATIVE ASSET ALLOCATION FUND CLASS I) | 2.96% | 5.19% | 5.50% | 4.86% | 3.52% | NA | NA | 3.40% |
Data as of 07/03/2025, AR inception is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAAIX (ALTERNATIVE ASSET ALLOCATION FUND CLASS I) | 01/03/2011 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 5.19 | 5.50 | 4.86 | 3.52 | NA | NA | 3.40 | 2.96 | 5.30 | 6.15 | -2.89 | 5.15 | 4.73 | 9.27 | -3.84 | 6.41 | 3.30 | -1.32 | 0.96 | 4.38 | 9.23 | -2.56 |
| Sharpe Ratio | NA | 0.39 | 0.49 | 0.67 | 0.46 | NA | NA | 0.31 | 0.51 | -0.32 | 0.57 | -0.81 | 1.27 | 0.59 | 2.70 | -1.42 | 2.56 | 0.78 | -0.27 | 0.24 | 1.36 | 2.53 | -0.11 |
| Standard Deviation(%) | NA | 4.97 | 4.22 | 4.34 | 4.49 | NA | NA | 7.34 | 5.72 | 4.05 | 3.36 | 5.28 | 4.03 | 7.63 | 2.92 | 3.65 | 2.27 | 3.95 | 4.92 | 3.92 | 3.20 | 3.66 | 23.10 |
| Draw Down(%) | NA | 5.60 | 5.60 | 6.05 | 12.09 | NA | NA | 19.25 | 5.60 | 2.57 | 2.37 | 5.94 | 2.34 | 12.09 | 1.30 | 6.48 | 0.75 | 4.26 | 5.35 | 5.20 | 3.21 | 3.15 | 19.25 |
| Yield(%) | 0.00 | 1.48 | 2.28 | 2.08 | 2.18 | 2.27 | 1.70 | 2.43 | 0.00 | 1.55 | 2.08 | 3.13 | 2.08 | 1.06 | 3.88 | 2.18 | 1.59 | 1.10 | 2.97 | 4.37 | 2.57 | 2.03 | 3.23 |
Data as of 07/03/2025, AR inception is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAAIX (ALTERNATIVE ASSET ALLOCATION FUND CLASS I) |
0.20%
Jan 2013 - Jan 2016 |
0.92%
Mar 2015 - Mar 2020 |
2.42%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAAIX (ALTERNATIVE ASSET ALLOCATION FUND CLASS I) |
6.36%
Dec 2018 - Dec 2021 |
5.64%
Mar 2020 - Mar 2025 |
3.83%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart