Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JALGX (MULTIMANAGER LIFESTYLE GROWTH PORTFOLIO CLASS A) | 7.93% | 10.51% | 6.19% | 3.41% | 4.68% | 6.90% | NA | 5.51% |
Data as of 07/03/2025, AR inception is 10/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JALGX (MULTIMANAGER LIFESTYLE GROWTH PORTFOLIO CLASS A) | 10/20/2005 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | 10.51 | 6.19 | 3.41 | 4.68 | 6.90 | NA | 5.51 | 7.93 | 10.91 | 11.31 | -26.74 | 6.24 | 12.53 | 21.89 | -8.70 | 18.84 | 6.70 | -1.45 | 4.48 | 21.81 | 15.01 | -5.30 | 14.77 | 34.54 | -36.89 | 6.97 | 13.03 | 4.48 |
| Sharpe Ratio | NA | 0.50 | 0.18 | 0.11 | 0.21 | NA | NA | 0.26 | 0.78 | 0.43 | 0.62 | -1.24 | 0.47 | 0.47 | 2.20 | -0.85 | 3.30 | 0.56 | -0.12 | 0.47 | 2.40 | 1.40 | -0.26 | 0.97 | 1.61 | -1.22 | 0.31 | 1.11 | 2.66 |
| Standard Deviation(%) | NA | 14.44 | 15.35 | 15.28 | 14.96 | NA | NA | 15.78 | 17.12 | 10.10 | 11.40 | 22.70 | 13.13 | 26.17 | 9.29 | 11.87 | 5.55 | 11.54 | 11.84 | 9.46 | 9.07 | 10.80 | 20.31 | 15.14 | 21.45 | 30.94 | 13.07 | 8.80 | 8.53 |
| Draw Down(%) | NA | 14.38 | 18.23 | 33.60 | 33.60 | NA | NA | 50.96 | 14.09 | 6.36 | 10.64 | 27.66 | 8.43 | 29.61 | 5.33 | 16.97 | 1.81 | 10.95 | 11.82 | 7.53 | 5.82 | 9.48 | 20.39 | 12.56 | 21.13 | 46.18 | 9.24 | 9.08 | 1.55 |
| Yield(%) | 0.00 | 1.99 | 1.78 | 2.14 | 5.06 | 6.20 | 4.82 | 5.07 | 0.00 | 2.17 | 1.94 | 1.25 | 3.14 | 2.10 | 13.08 | 9.28 | 9.37 | 7.61 | 7.59 | 2.91 | 2.83 | 1.85 | 1.90 | 2.63 | 2.76 | 4.90 | 4.64 | 7.63 | 0.00 |
Data as of 07/03/2025, AR inception is 10/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JALGX (MULTIMANAGER LIFESTYLE GROWTH PORTFOLIO CLASS A) |
-13.94%
Feb 2006 - Feb 2009 |
-1.11%
May 2007 - May 2012 |
2.95%
Oct 2013 - Oct 2023 |
3.37%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JALGX (MULTIMANAGER LIFESTYLE GROWTH PORTFOLIO CLASS A) |
22.51%
Feb 2009 - Feb 2012 |
19.15%
Feb 2009 - Feb 2014 |
11.92%
Feb 2009 - Feb 2019 |
8.57%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart