Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JILBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS 1) | 0.23% | 5.17% | 2.95% | 3.32% | 3.55% | 5.39% | NA | 5.10% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JILBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS 1) | 10/14/2005 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 10/14/2005.
AR inception is since 10/14/2005.
| 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 (%) | -0.08 | 5.17 | 2.95 | 3.32 | 3.55 | 5.39 | NA | 5.10 | 0.23 | 9.70 | 11.08 | -23.31 | 4.12 | 11.40 | 19.06 | -6.50 | 15.15 | 7.16 | -1.12 | 4.33 | 16.19 | 14.09 | -2.09 | 13.58 | 33.61 | -31.41 | 5.97 | 12.71 | 3.61 |
| Sharpe Ratio | NA | -0.11 | -0.12 | 0.05 | 0.16 | NA | NA | 0.30 | -0.16 | 0.39 | 0.77 | -1.40 | 0.38 | 0.55 | 2.56 | -0.89 | 3.46 | 0.80 | -0.13 | 0.60 | 2.31 | 1.80 | -0.14 | 1.17 | 1.99 | -1.33 | 0.29 | 1.37 | 2.32 |
| Standard Deviation(%) | NA | 10.69 | 12.38 | 12.24 | 11.58 | NA | NA | 12.21 | 14.50 | 7.87 | 8.94 | 17.67 | 10.82 | 20.32 | 6.89 | 8.82 | 4.22 | 8.74 | 9.03 | 7.14 | 7.01 | 7.89 | 14.96 | 11.51 | 16.80 | 24.21 | 10.15 | 6.89 | 6.76 |
| Draw Down(%) | NA | 10.96 | 15.08 | 29.85 | 29.85 | NA | NA | 43.86 | 10.96 | 4.37 | 8.98 | 23.89 | 7.89 | 25.02 | 3.74 | 12.95 | 1.28 | 8.36 | 9.43 | 5.92 | 5.76 | 6.68 | 15.54 | 9.58 | 17.74 | 39.79 | 6.99 | 6.60 | 1.50 |
| Yield(%) | 0.00 | 2.63 | 2.54 | 2.98 | 4.85 | 5.48 | 4.96 | 5.22 | 0.00 | 3.12 | 2.88 | 2.16 | 3.55 | 2.64 | 10.29 | 8.16 | 8.38 | 7.12 | 6.90 | 3.18 | 3.28 | 3.02 | 3.25 | 4.02 | 4.43 | 5.94 | 4.73 | 8.72 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JILBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS 1) |
-10.79%
Feb 2006 - Feb 2009 |
-0.20%
Dec 2017 - Dec 2022 |
2.74%
Oct 2013 - Oct 2023 |
3.61%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JILBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS 1) |
21.26%
Feb 2009 - Feb 2012 |
17.52%
Feb 2009 - Feb 2014 |
10.95%
Feb 2009 - Feb 2019 |
7.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart