Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLCGX (LIFESTYLE II CONSERVATIVE PORTFOLIO CLASS 1) | 3.35% | 9.69% | 8.26% | 3.26% | 4.42% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLCGX (LIFESTYLE II CONSERVATIVE PORTFOLIO CLASS 1) | 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 (%) | 0.18 | 9.69 | 8.26 | 3.26 | 4.42 | NA | NA | … | … | 3.35 | 9.69 | 5.68 | 9.76 | -12.03 | 3.03 | 9.01 | 12.84 | -2.69 | 6.56 | 6.42 | -1.23 | 5.40 |
| Sharpe Ratio | NA | 1.83 | 1.03 | 0.13 | 0.46 | NA | NA | … | … | 1.11 | 1.43 | 0.44 | 0.99 | -1.40 | 0.73 | 0.72 | 3.84 | -1.15 | 2.57 | 1.46 | -0.28 | 1.79 |
| Standard Deviation(%) | NA | 4.13 | 5.12 | 6.24 | 6.24 | NA | NA | … | … | 5.10 | 4.77 | 4.64 | 6.25 | 9.67 | 4.11 | 12.09 | 2.96 | 3.55 | 2.30 | 4.26 | 4.43 | 3.01 |
| Draw Down(%) | NA | 3.58 | 5.28 | 16.89 | 16.89 | NA | NA | … | … | 3.58 | 4.22 | 2.60 | 5.28 | 16.55 | 2.72 | 16.06 | 0.85 | 4.90 | 1.33 | 2.95 | 5.29 | 2.10 |
| Yield(%) | 0.00 | 3.71 | 3.84 | 3.71 | 3.85 | 2.99 | 2.24 | … | … | 0.51 | 3.93 | 3.64 | 3.61 | 4.00 | 4.97 | 3.66 | 4.31 | 4.00 | 3.22 | 3.21 | 2.18 | 1.97 |
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 |
|---|---|---|---|---|
| JLCGX (LIFESTYLE II CONSERVATIVE PORTFOLIO CLASS 1) |
-1.27%
Sep 2019 – Sep 2022 |
0.89%
Sep 2017 – Sep 2022 |
3.07%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLCGX (LIFESTYLE II CONSERVATIVE PORTFOLIO CLASS 1) |
9.60%
Sep 2022 – Sep 2025 |
6.30%
Dec 2015 – Dec 2020 |
4.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart