Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAAPX (ALTERNATIVE ASSET ALLOCATION FUND CLASS R2) | 6.26% | 11.21% | 7.27% | 4.24% | 4.14% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAAPX (ALTERNATIVE ASSET ALLOCATION FUND CLASS R2) | 03/02/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 11.21 | 7.27 | 4.24 | 4.14 | NA | NA | … | … | 6.26 | 6.11 | 6.43 | 5.77 | -3.29 | 4.75 | 4.28 | 8.86 | -4.19 | 5.93 | 2.98 | -1.86 | 0.44 | 3.84 | 3.02 |
| Sharpe Ratio | NA | 2.60 | 1.03 | 0.40 | 0.57 | NA | NA | … | … | 3.39 | 0.71 | 0.76 | 0.63 | -0.89 | 1.16 | 0.52 | 2.50 | -1.56 | 2.32 | 0.69 | -0.39 | 0.11 | 1.21 | 0.99 |
| Standard Deviation(%) | NA | 3.28 | 3.91 | 4.21 | 4.35 | NA | NA | … | … | 3.66 | 4.57 | 3.68 | 3.37 | 5.32 | 4.08 | 7.72 | 2.95 | 3.59 | 2.28 | 3.98 | 4.86 | 3.89 | 3.15 | 3.64 |
| Draw Down(%) | NA | 2.02 | 5.67 | 6.31 | 12.17 | NA | NA | … | … | 2.02 | 5.67 | 2.33 | 2.42 | 6.08 | 2.29 | 12.17 | 1.37 | 6.82 | 0.75 | 4.19 | 5.49 | 5.35 | 3.28 | 3.23 |
| Yield(%) | 0.00 | 1.50 | 1.47 | 1.70 | 1.75 | 1.80 | 1.35 | … | … | 0.00 | 1.51 | 1.14 | 1.70 | 2.74 | 1.68 | 0.68 | 3.47 | 1.77 | 1.18 | 0.70 | 2.56 | 3.85 | 2.04 | 1.40 |
Data as of 06/04/2026, Common starting date is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAAPX (ALTERNATIVE ASSET ALLOCATION FUND CLASS R2) |
-0.28%
Jan 2013 – Jan 2016 |
0.50%
Mar 2015 – Mar 2020 |
1.98%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAAPX (ALTERNATIVE ASSET ALLOCATION FUND CLASS R2) |
7.39%
May 2023 – May 2026 |
5.23%
Mar 2020 – Mar 2025 |
4.31%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart