Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JILCX (MULTIMANAGER LIFESTYLE CONSERVATIVE PORTFOLIO CLASS 1) | 3.83% | 7.00% | 5.34% | 2.13% | 3.16% | 4.19% | NA | 4.40% |
Data as of 07/03/2025, AR inception is 10/19/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JILCX (MULTIMANAGER LIFESTYLE CONSERVATIVE 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 (%) | -0.66 | 7.00 | 5.34 | 2.13 | 3.16 | 4.19 | NA | 4.40 | 3.83 | 4.64 | 9.18 | -14.09 | 0.61 | 8.94 | 12.00 | -3.34 | 7.43 | 5.88 | -1.38 | 3.74 | 5.13 | 10.56 | 3.15 | 10.51 | 22.96 | -15.02 | 4.68 | 8.27 | 1.14 |
| Sharpe Ratio | NA | 0.80 | 0.34 | 0.03 | 0.34 | NA | NA | 0.61 | 0.87 | -0.44 | 0.96 | -1.95 | 0.13 | 1.00 | 4.00 | -1.55 | 3.44 | 1.55 | -0.40 | 1.40 | 1.54 | 3.89 | 0.60 | 2.34 | 3.13 | -1.70 | 0.45 | 1.42 | 0.93 |
| Standard Deviation(%) | NA | 4.72 | 5.73 | 5.52 | 5.11 | NA | NA | 5.09 | 5.46 | 4.42 | 5.19 | 7.97 | 4.45 | 8.71 | 2.65 | 3.00 | 1.98 | 3.65 | 3.48 | 2.66 | 3.32 | 2.72 | 5.21 | 4.46 | 7.29 | 9.36 | 3.78 | 3.53 | 3.48 |
| Draw Down(%) | NA | 4.15 | 8.46 | 18.89 | 18.89 | NA | NA | 22.90 | 4.15 | 3.30 | 5.06 | 15.85 | 3.68 | 14.20 | 0.99 | 5.35 | 0.86 | 2.74 | 4.88 | 2.82 | 4.39 | 2.20 | 5.68 | 3.41 | 9.38 | 22.44 | 2.58 | 2.57 | 0.97 |
| Yield(%) | 0.00 | 3.21 | 3.73 | 3.44 | 3.82 | 4.38 | 4.36 | 4.59 | 0.82 | 4.26 | 4.08 | 3.35 | 3.25 | 3.87 | 4.32 | 4.06 | 3.80 | 4.33 | 5.27 | 6.61 | 3.26 | 4.03 | 4.28 | 5.12 | 5.69 | 7.23 | 4.39 | 8.46 | 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 |
|---|---|---|---|---|
| JILCX (MULTIMANAGER LIFESTYLE CONSERVATIVE PORTFOLIO CLASS 1) |
-3.43%
Feb 2006 - Feb 2009 |
0.34%
Sep 2017 - Sep 2022 |
1.84%
Oct 2013 - Oct 2023 |
3.30%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JILCX (MULTIMANAGER LIFESTYLE CONSERVATIVE PORTFOLIO CLASS 1) |
15.39%
Feb 2009 - Feb 2012 |
11.80%
Feb 2009 - Feb 2014 |
7.23%
Feb 2009 - Feb 2019 |
5.50%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart