Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JQLBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R2) | 8.37% | 18.62% | 12.92% | 2.23% | 5.74% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JQLBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R2) | 03/06/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 18.62 | 12.92 | 2.23 | 5.74 | NA | NA | … | … | 8.37 | 13.17 | 9.21 | 13.38 | -23.70 | 3.66 | 11.03 | 18.42 | -6.85 | 14.61 | 6.41 | -1.66 | 3.87 | 15.59 | 7.02 |
| Sharpe Ratio | NA | 1.91 | 1.08 | -0.03 | 0.36 | NA | NA | … | … | 1.77 | 1.00 | 0.70 | 1.12 | -1.43 | 0.33 | 0.53 | 2.45 | -0.93 | 3.37 | 0.71 | -0.19 | 0.54 | 2.27 | 1.06 |
| Standard Deviation(%) | NA | 8.61 | 9.33 | 11.74 | 11.48 | NA | NA | … | … | 10.89 | 10.28 | 7.93 | 8.78 | 17.68 | 10.90 | 20.28 | 6.90 | 8.86 | 4.15 | 8.74 | 8.99 | 7.11 | 6.86 | 8.10 |
| Draw Down(%) | NA | 7.03 | 10.68 | 30.23 | 30.23 | NA | NA | … | … | 7.03 | 10.68 | 4.43 | 9.06 | 24.23 | 7.98 | 25.02 | 3.80 | 13.30 | 1.35 | 8.36 | 9.59 | 5.98 | 5.35 | 6.67 |
| Yield(%) | 0.00 | 10.20 | 6.40 | 3.74 | 5.39 | 5.13 | 3.84 | … | … | 0.00 | 10.81 | 2.65 | 5.15 | 1.75 | 3.08 | 2.19 | 9.78 | 7.70 | 7.87 | 6.38 | 6.42 | 2.66 | 2.74 | 2.35 |
Data as of 06/03/2026, Common starting date is 03/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JQLBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R2) |
-5.07%
Apr 2021 – Apr 2024 |
-0.63%
Dec 2017 – Dec 2022 |
2.23%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JQLBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R2) |
13.48%
May 2023 – May 2026 |
9.81%
Feb 2016 – Feb 2021 |
6.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart