Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAASX (ALTERNATIVE ASSET ALLOCATION FUND CLASS R4) | 6.36% | 11.48% | 7.57% | 4.52% | 4.41% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAASX (ALTERNATIVE ASSET ALLOCATION FUND CLASS R4) | 07/02/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 11.48 | 7.57 | 4.52 | 4.41 | NA | NA | … | … | 6.36 | 6.39 | 6.68 | 6.09 | -3.05 | 5.01 | 4.58 | 9.13 | -3.99 | 6.25 | 3.21 | -1.53 | 0.69 | 2.89 |
| Sharpe Ratio | NA | 2.68 | 1.11 | 0.46 | 0.63 | NA | NA | … | … | 3.48 | 0.76 | 0.84 | 0.73 | -0.85 | 1.22 | 0.56 | 2.62 | -1.49 | 2.66 | 0.74 | -0.32 | 0.15 | 1.90 |
| Standard Deviation(%) | NA | 3.29 | 3.90 | 4.21 | 4.34 | NA | NA | … | … | 3.64 | 4.62 | 3.63 | 3.37 | 5.30 | 4.09 | 7.69 | 2.92 | 3.62 | 2.11 | 4.05 | 4.81 | 4.37 | 3.07 |
| Draw Down(%) | NA | 2.01 | 5.65 | 6.17 | 12.14 | NA | NA | … | … | 2.01 | 5.65 | 2.26 | 2.37 | 6.00 | 2.34 | 12.14 | 1.30 | 6.60 | 0.68 | 4.18 | 5.34 | 5.27 | 1.28 |
| Yield(%) | 0.00 | 1.73 | 1.73 | 1.94 | 2.02 | 1.88 | 1.41 | … | … | 0.00 | 1.75 | 1.40 | 1.95 | 2.96 | 1.94 | 0.92 | 3.74 | 2.02 | 1.44 | 0.94 | 2.83 | 4.09 | 2.27 |
Data as of 06/04/2026, Common starting date is 07/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAASX (ALTERNATIVE ASSET ALLOCATION FUND CLASS R4) |
0.40%
Mar 2017 – Mar 2020 |
0.76%
Mar 2015 – Mar 2020 |
2.25%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAASX (ALTERNATIVE ASSET ALLOCATION FUND CLASS R4) |
7.66%
May 2023 – May 2026 |
5.50%
Mar 2020 – Mar 2025 |
4.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart