Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JILAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS 1) | 8.78% | 11.00% | 6.81% | 4.34% | 5.60% | 8.11% | NA | 6.18% |
Data as of 07/03/2025, AR inception is 10/19/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JILAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS 1) | 10/19/2005 | 07/03/2025 |
| 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 11.00 | 6.81 | 4.34 | 5.60 | 8.11 | NA | 6.18 | 8.78 | 12.40 | 12.61 | -29.12 | 8.22 | 14.40 | 25.41 | -9.92 | 23.31 | 7.25 | -1.12 | 4.71 | 26.23 | 16.43 | -6.67 | 16.01 | 36.70 | -42.12 | 8.62 | 15.50 | 5.87 |
| Sharpe Ratio | NA | 0.45 | 0.18 | 0.15 | 0.23 | NA | NA | 0.24 | 0.75 | 0.48 | 0.63 | -1.14 | 0.53 | 0.44 | 2.03 | -0.76 | 3.29 | 0.50 | -0.08 | 0.42 | 2.44 | 0.96 | -0.28 | 0.81 | 1.31 | -1.08 | 0.35 | 1.08 | 2.93 |
| Standard Deviation(%) | NA | 17.31 | 18.09 | 18.05 | 18.05 | NA | NA | 19.68 | 20.47 | 11.98 | 13.33 | 26.84 | 15.47 | 32.09 | 11.81 | 14.84 | 6.92 | 14.04 | 14.00 | 11.19 | 10.72 | 17.29 | 24.27 | 19.72 | 27.93 | 39.85 | 16.32 | 11.32 | 10.44 |
| Draw Down(%) | NA | 17.32 | 20.60 | 36.50 | 36.50 | NA | NA | 57.79 | 16.61 | 7.91 | 11.75 | 30.25 | 9.33 | 33.90 | 6.86 | 20.00 | 2.25 | 12.96 | 13.61 | 8.88 | 7.05 | 11.62 | 23.35 | 16.04 | 25.42 | 53.00 | 11.56 | 11.85 | 1.84 |
| Yield(%) | 0.00 | 1.80 | 1.59 | 2.14 | 5.60 | 7.27 | 5.25 | 5.52 | 0.00 | 2.00 | 1.76 | 1.04 | 3.45 | 2.08 | 15.63 | 10.72 | 10.93 | 8.48 | 7.69 | 2.62 | 2.96 | 1.70 | 1.79 | 1.94 | 1.70 | 5.09 | 5.03 | 5.45 | 0.00 |
Data as of 07/03/2025, AR inception is 10/19/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JILAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS 1) |
-16.76%
Feb 2006 - Feb 2009 |
-2.70%
May 2007 - May 2012 |
3.64%
Feb 2006 - Feb 2016 |
3.64%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JILAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS 1) |
25.12%
Feb 2009 - Feb 2012 |
21.52%
Feb 2009 - Feb 2014 |
13.58%
Feb 2009 - Feb 2019 |
9.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart