Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JALAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS A) | 12.91% | 27.12% | 18.03% | 3.60% | 8.31% | 7.66% | 6.28% | … | … |
Data as of 06/03/2026, Common starting date is 10/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JALAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS A) | 10/20/2005 | 06/03/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 27.12 | 18.03 | 3.60 | 8.31 | 7.66 | 6.28 | … | … | 12.91 | 17.06 | 13.42 | 17.34 | -29.32 | 7.93 | 14.00 | 24.93 | -10.19 | 22.79 | 6.91 | -1.54 | 4.39 | 25.70 | 15.82 | -7.09 | 15.50 | 36.05 | -42.44 | 8.07 | 14.96 | 5.85 |
| Sharpe Ratio | NA | 1.97 | 1.09 | 0.06 | 0.38 | NA | NA | … | … | 2.00 | 0.88 | 0.82 | 1.09 | -1.15 | 0.51 | 0.43 | 2.00 | -0.78 | 3.19 | 0.48 | -0.11 | 0.39 | 2.41 | 1.22 | -0.29 | 0.78 | 1.29 | -1.09 | 0.30 | 1.02 | 2.93 |
| Standard Deviation(%) | NA | 12.86 | 14.03 | 17.51 | 17.77 | NA | NA | … | … | 15.95 | 16.18 | 11.90 | 12.72 | 26.82 | 15.45 | 32.09 | 11.72 | 14.83 | 6.98 | 14.04 | 14.07 | 11.14 | 10.65 | 13.05 | 24.28 | 19.80 | 27.92 | 39.71 | 16.31 | 11.35 | 10.64 |
| Draw Down(%) | NA | 9.87 | 16.62 | 36.65 | 36.65 | NA | NA | … | … | 9.87 | 16.62 | 7.93 | 11.90 | 30.44 | 9.30 | 33.96 | 6.83 | 20.20 | 2.25 | 12.98 | 13.75 | 8.92 | 6.34 | 11.59 | 23.51 | 16.09 | 25.42 | 53.18 | 11.62 | 11.91 | 1.84 |
| Yield(%) | 0.00 | 14.64 | 8.82 | 4.38 | 7.08 | 6.70 | 5.43 | … | … | 0.00 | 15.23 | 2.94 | 6.41 | 0.73 | 3.04 | 1.74 | 15.13 | 10.31 | 10.49 | 8.06 | 7.30 | 2.24 | 2.55 | 1.19 | 1.32 | 1.41 | 1.10 | 4.67 | 4.51 | 4.86 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JALAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS A) |
-17.17%
Feb 2006 – Feb 2009 |
-3.16%
May 2007 – May 2012 |
3.17%
Feb 2006 – Feb 2016 |
3.23%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JALAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS A) |
24.55%
Feb 2009 – Feb 2012 |
20.95%
Feb 2009 – Feb 2014 |
13.12%
Feb 2009 – Feb 2019 |
9.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart