Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JALMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS A) | 5.65% | 13.83% | 10.19% | 2.00% | 4.64% | 4.66% | 4.74% | … | … |
Data as of 06/03/2026, Common starting date is 10/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JALMX (MULTIMANAGER LIFESTYLE MODERATE 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 (%) | 0.37 | 13.83 | 10.19 | 2.00 | 4.64 | 4.66 | 4.74 | … | … | 5.65 | 11.03 | 7.18 | 11.13 | -18.78 | 2.09 | 9.33 | 15.12 | -5.19 | 10.66 | 6.52 | -1.67 | 3.63 | 10.06 | 11.94 | 0.73 | 11.85 | 28.02 | -23.96 | 4.45 | 9.70 | 2.31 |
| Sharpe Ratio | NA | 1.86 | 1.08 | -0.06 | 0.38 | NA | NA | … | … | 1.52 | 1.15 | 0.62 | 1.12 | -1.63 | 0.27 | 0.64 | 3.07 | -1.17 | 3.55 | 1.06 | -0.28 | 0.77 | 2.02 | 2.36 | 0.08 | 1.52 | 2.30 | -1.53 | 0.20 | 1.22 | 2.07 |
| Standard Deviation(%) | NA | 6.26 | 6.77 | 8.41 | 8.06 | NA | NA | … | … | 7.97 | 7.13 | 5.78 | 6.71 | 12.47 | 7.70 | 14.18 | 4.44 | 5.65 | 2.83 | 5.94 | 6.01 | 4.67 | 4.97 | 5.07 | 9.32 | 7.72 | 12.17 | 16.26 | 6.65 | 5.16 | 4.67 |
| Draw Down(%) | NA | 5.32 | 7.17 | 23.95 | 23.95 | NA | NA | … | … | 5.32 | 7.15 | 3.05 | 7.03 | 19.15 | 6.00 | 19.84 | 2.14 | 9.39 | 0.95 | 5.41 | 7.21 | 4.15 | 4.72 | 4.12 | 9.90 | 6.21 | 13.98 | 31.61 | 4.55 | 4.49 | 1.19 |
| Yield(%) | 0.00 | 6.36 | 4.93 | 3.36 | 4.49 | 4.45 | 4.49 | … | … | 0.00 | 7.03 | 3.28 | 4.60 | 2.43 | 3.00 | 2.70 | 6.76 | 6.09 | 6.61 | 5.23 | 5.32 | 4.92 | 2.93 | 3.14 | 3.49 | 4.34 | 4.74 | 5.87 | 4.05 | 7.59 | 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 |
|---|---|---|---|---|
| JALMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS A) |
-7.84%
Feb 2006 – Feb 2009 |
-0.21%
Dec 2017 – Dec 2022 |
1.95%
Oct 2013 – Oct 2023 |
3.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JALMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS A) |
18.34%
Feb 2009 – Feb 2012 |
14.48%
Feb 2009 – Feb 2014 |
8.83%
Feb 2009 – Feb 2019 |
6.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart