Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JILMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS 1) | 5.86% | 13.98% | 10.60% | 2.27% | 4.98% | 5.09% | 5.14% | … | … |
Data as of 06/04/2026, Common starting date is 10/19/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JILMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS 1) | 10/19/2005 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 13.98 | 10.60 | 2.27 | 4.98 | 5.09 | 5.14 | … | … | 5.86 | 11.43 | 7.62 | 11.53 | -18.55 | 2.40 | 9.71 | 15.65 | -4.94 | 11.08 | 6.84 | -1.24 | 3.93 | 10.56 | 12.49 | 1.13 | 12.44 | 28.49 | -23.63 | 4.71 | 10.30 | 2.24 |
| Sharpe Ratio | NA | 1.91 | 1.13 | -0.02 | 0.42 | NA | NA | … | … | 1.52 | 1.19 | 0.69 | 1.17 | -1.61 | 0.31 | 0.66 | 3.22 | -1.12 | 3.78 | 1.12 | -0.21 | 0.85 | 2.10 | 2.45 | 0.12 | 1.59 | 2.35 | -1.51 | 0.24 | 1.32 | 1.94 |
| Standard Deviation(%) | NA | 6.24 | 6.79 | 8.43 | 8.07 | NA | NA | … | … | 7.89 | 7.19 | 5.78 | 6.81 | 12.47 | 7.73 | 14.22 | 4.40 | 5.66 | 2.77 | 5.93 | 6.00 | 4.59 | 5.02 | 5.12 | 9.25 | 7.78 | 12.10 | 16.27 | 6.64 | 5.24 | 4.64 |
| Draw Down(%) | NA | 5.28 | 7.14 | 23.74 | 23.74 | NA | NA | … | … | 5.28 | 7.13 | 3.07 | 7.00 | 18.92 | 6.01 | 19.81 | 2.14 | 9.10 | 0.95 | 5.42 | 7.07 | 4.07 | 5.08 | 4.13 | 9.77 | 6.15 | 14.01 | 31.44 | 4.49 | 4.49 | 1.27 |
| Yield(%) | 0.00 | 6.67 | 5.32 | 3.66 | 4.85 | 4.88 | 4.88 | … | … | 0.00 | 7.47 | 3.67 | 5.00 | 2.77 | 3.40 | 3.07 | 7.48 | 6.46 | 7.00 | 5.61 | 5.70 | 5.29 | 3.38 | 3.65 | 3.96 | 4.78 | 5.21 | 6.23 | 4.38 | 8.15 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/19/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JILMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS 1) |
-7.50%
Feb 2006 – Feb 2009 |
0.12%
Dec 2017 – Dec 2022 |
2.31%
Oct 2013 – Oct 2023 |
3.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JILMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS 1) |
18.92%
Feb 2009 – Feb 2012 |
15.02%
Feb 2009 – Feb 2014 |
9.27%
Feb 2009 – Feb 2019 |
6.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart