Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JQLMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS R2) | 6.00% | 13.80% | 10.23% | 1.87% | 4.51% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JQLMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS R2) | 03/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 13.80 | 10.23 | 1.87 | 4.51 | NA | NA | … | … | 6.00 | 10.89 | 7.12 | 11.10 | -18.94 | 2.01 | 9.26 | 15.10 | -5.39 | 10.58 | 5.93 | -1.72 | 3.42 | 9.92 | 6.79 |
| Sharpe Ratio | NA | 1.85 | 1.06 | -0.07 | 0.36 | NA | NA | … | … | 1.54 | 1.12 | 0.60 | 1.12 | -1.64 | 0.26 | 0.64 | 3.11 | -1.21 | 3.60 | 0.96 | -0.29 | 0.74 | 2.02 | 1.59 |
| Standard Deviation(%) | NA | 6.33 | 6.82 | 8.42 | 8.04 | NA | NA | … | … | 8.04 | 7.19 | 5.85 | 6.69 | 12.45 | 7.64 | 14.12 | 4.38 | 5.61 | 2.77 | 5.97 | 5.95 | 4.62 | 4.90 | 5.23 |
| Draw Down(%) | NA | 5.34 | 7.24 | 24.13 | 24.13 | NA | NA | … | … | 5.34 | 7.12 | 3.06 | 7.00 | 19.31 | 6.04 | 19.84 | 2.14 | 9.43 | 0.95 | 5.42 | 7.25 | 4.13 | 4.74 | 4.13 |
| Yield(%) | 0.00 | 6.45 | 4.92 | 3.31 | 4.37 | 4.22 | 3.17 | … | … | 0.15 | 6.97 | 3.20 | 4.53 | 2.34 | 2.92 | 2.61 | 6.62 | 6.01 | 6.52 | 4.72 | 5.22 | 4.78 | 2.84 | 2.99 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JQLMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS R2) |
-4.04%
Nov 2020 – Nov 2023 |
-0.32%
Dec 2017 – Dec 2022 |
1.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JQLMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS R2) |
10.53%
May 2023 – May 2026 |
7.63%
Feb 2016 – Feb 2021 |
4.91%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart