Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JALRX (MULTIMANAGER LIFESTYLE CONSERVATIVE PORTFOLIO CLASS A) | 1.78% | 7.78% | 7.28% | 1.36% | 3.33% | 3.50% | 4.01% | … | … |
Data as of 06/05/2026, Common starting date is 10/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JALRX (MULTIMANAGER LIFESTYLE CONSERVATIVE PORTFOLIO CLASS A) | 10/20/2005 | 06/05/2026 |
| 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 (%) | -0.95 | 7.78 | 7.28 | 1.36 | 3.33 | 3.50 | 4.01 | … | … | 1.78 | 9.01 | 5.62 | 8.84 | -14.38 | 0.24 | 8.54 | 11.57 | -3.68 | 7.11 | 5.40 | -1.73 | 3.44 | 4.65 | 10.04 | 2.75 | 9.97 | 22.54 | -15.40 | 4.41 | 7.72 | 1.21 |
| Sharpe Ratio | NA | 1.62 | 1.00 | -0.17 | 0.36 | NA | NA | … | … | 0.86 | 1.39 | 0.47 | 1.02 | -2.01 | 0.05 | 0.95 | 3.82 | -1.68 | 3.32 | 1.40 | -0.50 | 1.27 | 1.39 | 3.63 | 0.53 | 2.24 | 3.07 | -1.74 | 0.34 | 1.22 | 1.05 |
| Standard Deviation(%) | NA | 4.07 | 4.66 | 5.52 | 5.11 | NA | NA | … | … | 5.10 | 4.43 | 4.23 | 5.15 | 7.90 | 4.52 | 8.66 | 2.64 | 3.03 | 1.95 | 3.70 | 3.53 | 2.69 | 3.32 | 2.77 | 5.16 | 4.42 | 7.30 | 9.36 | 3.75 | 3.53 | 3.43 |
| Draw Down(%) | NA | 3.73 | 5.23 | 19.09 | 19.09 | NA | NA | … | … | 3.73 | 4.22 | 2.44 | 5.23 | 16.05 | 3.70 | 14.25 | 0.99 | 5.67 | 0.85 | 2.82 | 5.03 | 2.84 | 4.17 | 2.19 | 5.86 | 3.40 | 9.37 | 22.70 | 2.66 | 2.57 | 0.89 |
| Yield(%) | 0.00 | 3.17 | 3.68 | 2.97 | 3.42 | 3.64 | 4.04 | … | … | 0.00 | 3.96 | 3.87 | 3.69 | 3.01 | 2.88 | 3.50 | 3.92 | 3.70 | 3.41 | 3.95 | 4.91 | 6.23 | 2.81 | 3.54 | 3.81 | 4.70 | 5.23 | 6.86 | 4.06 | 7.94 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JALRX (MULTIMANAGER LIFESTYLE CONSERVATIVE PORTFOLIO CLASS A) |
-3.85%
Feb 2006 – Feb 2009 |
-0.03%
Sep 2017 – Sep 2022 |
1.47%
Oct 2013 – Oct 2023 |
2.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JALRX (MULTIMANAGER LIFESTYLE CONSERVATIVE PORTFOLIO CLASS A) |
14.90%
Feb 2009 – Feb 2012 |
11.34%
Feb 2009 – Feb 2014 |
6.81%
Feb 2009 – Feb 2019 |
5.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart