Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIBRX (LIFESTYLE II BALANCED PORTFOLIO CLASS R6) | 8.38% | 19.08% | 13.61% | 6.25% | 8.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIBRX (LIFESTYLE II BALANCED PORTFOLIO CLASS R6) | 01/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 19.08 | 13.61 | 6.25 | 8.09 | NA | NA | … | … | 8.38 | 14.57 | 9.57 | 13.15 | -15.50 | 11.78 | 12.17 | 19.48 | -5.65 | 13.69 | 8.66 | -1.57 | 6.93 |
| Sharpe Ratio | NA | 2.10 | 1.15 | 0.36 | 0.57 | NA | NA | … | … | 1.87 | 1.13 | 0.75 | 1.05 | -1.09 | 1.43 | 0.54 | 2.61 | -0.77 | 3.17 | 0.96 | -0.17 | 1.02 |
| Standard Deviation(%) | NA | 8.07 | 9.27 | 10.64 | 11.32 | NA | NA | … | … | 9.85 | 10.37 | 7.92 | 9.13 | 15.55 | 8.23 | 22.18 | 6.90 | 9.15 | 4.13 | 8.82 | 9.47 | 6.82 |
| Draw Down(%) | NA | 6.20 | 10.16 | 21.78 | 25.37 | NA | NA | … | … | 6.20 | 10.12 | 4.11 | 9.36 | 21.49 | 3.62 | 25.37 | 3.50 | 12.11 | 1.36 | 7.04 | 9.35 | 5.09 |
| Yield(%) | 0.00 | 2.71 | 2.95 | 4.25 | 5.40 | 4.08 | 3.06 | … | … | 0.23 | 2.89 | 2.68 | 2.90 | 8.17 | 6.69 | 4.28 | 7.51 | 6.99 | 4.86 | 3.40 | 2.07 | 1.80 |
Data as of 06/04/2026, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIBRX (LIFESTYLE II BALANCED PORTFOLIO CLASS R6) |
0.73%
Apr 2021 – Apr 2024 |
2.64%
Mar 2015 – Mar 2020 |
5.57%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIBRX (LIFESTYLE II BALANCED PORTFOLIO CLASS R6) |
14.42%
Dec 2018 – Dec 2021 |
10.22%
Feb 2016 – Feb 2021 |
8.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart