Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCLBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS C) | 8.29% | 17.84% | 12.29% | 1.55% | 5.11% | 5.02% | 4.62% | … | … |
Data as of 06/04/2026, Common starting date is 10/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCLBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS C) | 10/20/2005 | 06/04/2026 |
| 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 (%) | 0.40 | 17.84 | 12.29 | 1.55 | 5.11 | 5.02 | 4.62 | … | … | 8.29 | 12.45 | 8.53 | 12.65 | -24.03 | 3.02 | 10.28 | 17.76 | -7.48 | 14.00 | 5.99 | -2.19 | 3.18 | 14.93 | 12.81 | -3.30 | 12.34 | 32.08 | -32.24 | 5.16 | 11.38 | 3.51 |
| Sharpe Ratio | NA | 1.82 | 1.00 | -0.08 | 0.31 | NA | NA | … | … | 1.68 | 0.93 | 0.62 | 1.04 | -1.45 | 0.28 | 0.49 | 2.35 | -1.00 | 3.20 | 0.66 | -0.25 | 0.45 | 2.16 | 1.62 | -0.22 | 1.06 | 1.90 | -1.36 | 0.20 | 1.17 | 2.57 |
| Standard Deviation(%) | NA | 8.67 | 9.34 | 11.73 | 11.46 | NA | NA | … | … | 10.96 | 10.34 | 7.88 | 8.74 | 17.67 | 10.81 | 20.21 | 6.92 | 8.89 | 4.18 | 8.73 | 8.95 | 7.11 | 6.88 | 7.93 | 14.90 | 11.53 | 16.82 | 24.27 | 10.17 | 6.82 | 6.45 |
| Draw Down(%) | NA | 7.11 | 10.86 | 30.63 | 30.63 | NA | NA | … | … | 7.11 | 10.74 | 4.40 | 9.22 | 24.67 | 7.97 | 25.07 | 3.78 | 13.78 | 1.34 | 8.45 | 9.82 | 6.04 | 5.34 | 6.79 | 15.97 | 9.80 | 17.96 | 40.44 | 7.09 | 6.74 | 1.28 |
| Yield(%) | 0.00 | 9.63 | 5.73 | 3.21 | 4.79 | 4.52 | 4.24 | … | … | 0.00 | 10.07 | 1.96 | 4.45 | 1.19 | 2.42 | 1.57 | 9.04 | 7.09 | 7.19 | 5.98 | 5.77 | 2.04 | 2.04 | 1.77 | 2.09 | 2.86 | 3.16 | 4.95 | 3.87 | 7.43 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JCLBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS C) |
-11.73%
Feb 2006 – Feb 2009 |
-1.22%
Dec 2017 – Dec 2022 |
1.65%
Oct 2013 – Oct 2023 |
2.49%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCLBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS C) |
19.86%
Feb 2009 – Feb 2012 |
16.19%
Feb 2009 – Feb 2014 |
9.72%
Feb 2009 – Feb 2019 |
6.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart