Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCLMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS C) | 3.98% | 11.32% | 8.94% | 0.92% | 3.75% | 3.87% | 3.95% | … | … |
Data as of 06/05/2026, Common starting date is 10/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCLMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS C) | 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 (%) | -1.55 | 11.32 | 8.94 | 0.92 | 3.75 | 3.87 | 3.95 | … | … | 3.98 | 10.29 | 6.38 | 10.38 | -19.34 | 1.38 | 8.59 | 14.32 | -5.87 | 9.87 | 5.69 | -2.32 | 2.80 | 9.34 | 11.18 | -0.05 | 11.16 | 27.01 | -24.43 | 3.83 | 8.95 | 2.39 |
| Sharpe Ratio | NA | 1.76 | 0.97 | -0.14 | 0.29 | NA | NA | … | … | 1.48 | 1.04 | 0.48 | 1.01 | -1.67 | 0.18 | 0.59 | 2.92 | -1.29 | 3.37 | 0.92 | -0.39 | 0.59 | 1.88 | 2.19 | -0.01 | 1.44 | 2.21 | -1.56 | 0.10 | 1.08 | 2.30 |
| Standard Deviation(%) | NA | 6.27 | 6.78 | 8.42 | 8.05 | NA | NA | … | … | 7.98 | 7.16 | 5.79 | 6.71 | 12.47 | 7.70 | 14.17 | 4.39 | 5.63 | 2.75 | 5.93 | 6.01 | 4.72 | 4.95 | 5.12 | 9.29 | 7.70 | 12.18 | 16.20 | 6.59 | 5.13 | 4.40 |
| Draw Down(%) | NA | 5.36 | 7.46 | 24.52 | 24.52 | NA | NA | … | … | 5.36 | 7.34 | 3.11 | 7.16 | 19.70 | 6.07 | 19.82 | 2.21 | 10.02 | 0.95 | 5.56 | 7.53 | 4.20 | 4.80 | 4.13 | 10.21 | 6.30 | 14.08 | 31.81 | 4.61 | 4.57 | 1.05 |
| Yield(%) | 0.00 | 5.79 | 4.22 | 2.76 | 3.76 | 3.73 | 3.80 | … | … | 0.00 | 6.27 | 2.51 | 3.84 | 1.78 | 2.26 | 1.98 | 5.42 | 5.39 | 5.85 | 4.48 | 4.59 | 4.16 | 2.17 | 2.41 | 2.79 | 3.62 | 3.97 | 5.24 | 3.51 | 6.88 | 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 |
|---|---|---|---|---|
| JCLMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS C) |
-8.45%
Feb 2006 – Feb 2009 |
-0.91%
Dec 2017 – Dec 2022 |
1.23%
Oct 2013 – Oct 2023 |
2.47%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCLMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS C) |
17.53%
Feb 2009 – Feb 2012 |
13.70%
Feb 2009 – Feb 2014 |
8.06%
Feb 2009 – Feb 2019 |
5.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart