Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JHLAX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS 5) | 3.89% | 8.62% | 3.03% | 2.84% | 4.01% | 6.04% | NA | 5.26% |
Data as of 06/04/2025, AR inception is 07/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHLAX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS 5) | 07/03/2006 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | 8.62 | 3.03 | 2.84 | 4.01 | 6.04 | NA | 5.26 | 3.89 | 7.98 | 11.12 | -23.26 | 4.17 | 11.44 | 19.10 | -6.44 | 15.27 | 7.13 | -1.07 | 4.38 | 16.31 | 14.14 | -2.12 | 13.71 | 33.65 | -31.37 | 5.92 | 9.29 |
| Sharpe Ratio | NA | 0.26 | -0.11 | 0.06 | 0.20 | NA | NA | 0.31 | 0.25 | 0.17 | 0.77 | -1.40 | 0.38 | 0.55 | 2.55 | -0.89 | 3.54 | 0.79 | -0.12 | 0.62 | 2.37 | 1.82 | -0.15 | 1.18 | 1.99 | -1.33 | 0.29 | 2.71 |
| Standard Deviation(%) | NA | 11.08 | 12.39 | 12.24 | 11.61 | NA | NA | 12.35 | 14.03 | 8.17 | 9.00 | 17.67 | 10.83 | 20.30 | 6.94 | 8.79 | 4.16 | 8.75 | 8.99 | 7.08 | 6.88 | 7.83 | 14.83 | 11.52 | 16.85 | 24.24 | 10.21 | 5.99 |
| Draw Down(%) | NA | 12.36 | 15.04 | 29.79 | 29.79 | NA | NA | 43.83 | 11.02 | 5.00 | 8.96 | 23.84 | 7.87 | 25.00 | 3.73 | 12.90 | 1.28 | 8.36 | 9.41 | 5.96 | 5.22 | 6.60 | 15.45 | 9.57 | 17.74 | 39.77 | 7.05 | 2.88 |
| Yield(%) | 0.00 | 3.07 | 2.63 | 2.93 | 4.94 | 5.84 | 4.70 | 5.22 | 0.41 | 3.16 | 2.93 | 2.20 | 3.61 | 2.68 | 10.34 | 8.20 | 8.42 | 7.17 | 6.95 | 3.23 | 3.32 | 3.06 | 3.30 | 4.06 | 4.47 | 5.99 | 4.77 | 8.61 |
Data as of 06/04/2025, AR inception is 07/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHLAX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS 5) |
-5.39%
Apr 2021 - Apr 2024 |
-0.15%
Dec 2017 - Dec 2022 |
2.78%
Oct 2013 - Oct 2023 |
3.66%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHLAX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS 5) |
21.31%
Feb 2009 - Feb 2012 |
17.58%
Feb 2009 - Feb 2014 |
11.00%
Feb 2009 - Feb 2019 |
7.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart