Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBLBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS B) | NA | 6.24% | 4.80% | 6.83% | 5.91% | 4.90% | NA | … | … |
Data as of 12/17/2020, Common starting date is 10/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBLBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS B) | 10/20/2005 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.24 | 4.80 | 6.83 | 5.91 | 4.90 | NA | … | … | 5.54 | 17.79 | -7.50 | 13.94 | 6.00 | -2.20 | 3.21 | 14.84 | 12.81 | -3.30 | 12.22 | 32.00 | -32.27 | 5.01 | 11.31 | 3.51 |
| Sharpe Ratio | NA | 0.31 | 0.30 | 0.56 | 0.54 | NA | NA | … | … | 0.28 | 2.37 | -1.00 | 3.22 | 0.66 | -0.25 | 0.45 | 2.13 | 1.63 | -0.22 | 1.05 | 1.89 | -1.37 | 0.20 | 1.18 | 2.61 |
| Standard Deviation(%) | NA | 19.39 | 12.94 | 10.94 | 10.30 | NA | NA | … | … | 19.74 | 6.92 | 8.82 | 4.15 | 8.73 | 9.03 | 7.14 | 6.94 | 7.88 | 14.91 | 11.54 | 16.85 | 24.18 | 10.14 | 6.80 | 6.44 |
| Draw Down(%) | NA | 24.98 | 24.98 | 24.98 | 24.98 | NA | NA | … | … | 24.98 | 3.85 | 13.79 | 1.34 | 8.46 | 9.77 | 6.06 | 5.34 | 6.80 | 15.91 | 9.85 | 17.98 | 40.47 | 7.16 | 6.68 | 1.28 |
| Yield(%) | 0.00 | 7.67 | 6.76 | 6.65 | 4.88 | 4.33 | 3.38 | … | … | 0.04 | 9.06 | 7.09 | 7.19 | 5.99 | 5.77 | 2.00 | 2.02 | 1.76 | 2.09 | 2.74 | 3.05 | 4.88 | 3.79 | 7.43 | 0.00 |
Data as of 12/17/2020, 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 |
|---|---|---|---|---|
| JBLBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS B) |
-11.79%
Feb 2006 – Feb 2009 |
-0.14%
May 2007 – May 2012 |
3.18%
Feb 2006 – Feb 2016 |
4.98%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBLBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS B) |
19.79%
Feb 2009 – Feb 2012 |
16.15%
Feb 2009 – Feb 2014 |
9.70%
Feb 2009 – Feb 2019 |
4.98%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart