Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JALBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS A) | 8.43% | 18.75% | 13.01% | 2.35% | 5.88% | 5.70% | 5.34% | … | … |
Data as of 06/03/2026, Common starting date is 10/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JALBX (MULTIMANAGER LIFESTYLE BALANCED 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 (%) | 0.54 | 18.75 | 13.01 | 2.35 | 5.88 | 5.70 | 5.34 | … | … | 8.43 | 13.20 | 9.27 | 13.53 | -23.52 | 3.78 | 11.05 | 18.57 | -6.79 | 14.80 | 6.74 | -1.54 | 4.00 | 15.77 | 13.59 | -2.62 | 13.13 | 33.02 | -31.71 | 5.63 | 12.15 | 3.44 |
| Sharpe Ratio | NA | 1.92 | 1.09 | -0.02 | 0.37 | NA | NA | … | … | 1.76 | 1.01 | 0.72 | 1.14 | -1.42 | 0.35 | 0.53 | 2.45 | -0.93 | 3.38 | 0.75 | -0.17 | 0.56 | 2.27 | 1.73 | -0.18 | 1.14 | 1.96 | -1.34 | 0.25 | 1.27 | 2.51 |
| Standard Deviation(%) | NA | 8.69 | 9.31 | 11.69 | 11.45 | NA | NA | … | … | 10.99 | 10.30 | 7.86 | 8.70 | 17.61 | 10.82 | 20.23 | 6.97 | 8.87 | 4.20 | 8.74 | 8.96 | 7.13 | 6.92 | 7.88 | 14.92 | 11.43 | 16.82 | 24.29 | 10.15 | 6.90 | 6.45 |
| Draw Down(%) | NA | 7.02 | 10.71 | 30.05 | 30.05 | NA | NA | … | … | 7.02 | 10.71 | 4.39 | 9.05 | 24.09 | 7.91 | 25.03 | 3.78 | 13.22 | 1.27 | 8.39 | 9.53 | 5.92 | 5.27 | 6.72 | 15.67 | 9.65 | 17.77 | 40.03 | 7.03 | 6.66 | 1.43 |
| Yield(%) | 0.00 | 10.17 | 6.42 | 3.78 | 5.47 | 5.22 | 4.91 | … | … | 0.00 | 10.79 | 2.70 | 5.19 | 1.82 | 3.14 | 2.26 | 9.82 | 7.75 | 7.95 | 6.72 | 6.51 | 2.79 | 2.81 | 2.51 | 2.78 | 3.57 | 3.94 | 5.57 | 4.41 | 8.15 | 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 |
|---|---|---|---|---|
| JALBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS A) |
-11.16%
Feb 2006 – Feb 2009 |
-0.52%
Dec 2017 – Dec 2022 |
2.38%
Oct 2013 – Oct 2023 |
3.22%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JALBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS A) |
20.72%
Feb 2009 – Feb 2012 |
17.01%
Feb 2009 – Feb 2014 |
10.51%
Feb 2009 – Feb 2019 |
7.71%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart