Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/14/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JTLAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS R5) | 2.75% | 4.85% | 2.65% | 5.66% | 4.49% | 6.91% | NA | 5.70% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTLAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS R5) | 10/19/2005 | 05/14/2025 |
The return data shown below all have the same latest date: 05/14/2025.
AR inception is since 10/19/2005.
AR inception is since 10/19/2005.
| 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 (%) | 3.39 | 4.85 | 2.65 | 5.66 | 4.49 | 6.91 | NA | 5.70 | 2.75 | 10.49 | 12.55 | -29.09 | 8.31 | 14.44 | 25.37 | -9.91 | 23.25 | 7.30 | -1.25 | 4.55 | 26.08 | 16.22 | -6.76 | 15.83 | 36.51 | -42.22 | 8.49 | 15.39 | 5.85 |
| Sharpe Ratio | NA | -0.22 | -0.12 | 0.10 | 0.14 | NA | NA | 0.21 | -0.13 | 0.32 | 0.63 | -1.14 | 0.54 | 0.44 | 2.04 | -0.76 | 3.27 | 0.51 | -0.09 | 0.41 | 2.45 | 1.25 | -0.28 | 0.80 | 1.30 | -1.08 | 0.34 | 1.08 | 2.87 |
| Standard Deviation(%) | NA | 17.31 | 18.87 | 18.49 | 18.05 | NA | NA | 19.57 | 23.30 | 12.38 | 13.36 | 26.78 | 15.46 | 32.11 | 11.73 | 14.79 | 6.95 | 14.00 | 14.00 | 11.17 | 10.62 | 13.10 | 24.26 | 19.70 | 28.03 | 39.81 | 16.35 | 11.28 | 10.63 |
| Draw Down(%) | NA | 18.74 | 20.54 | 36.42 | 36.42 | NA | NA | 57.84 | 16.61 | 7.94 | 11.78 | 30.21 | 9.27 | 33.94 | 6.84 | 19.97 | 2.25 | 12.95 | 13.65 | 8.87 | 6.28 | 11.53 | 23.38 | 16.09 | 25.36 | 53.02 | 11.60 | 11.83 | 1.91 |
| Yield(%) | 0.00 | 0.00 | 0.90 | 2.01 | 5.26 | 6.43 | 5.07 | 5.33 | 0.00 | 0.00 | 1.75 | 1.03 | 3.43 | 2.07 | 15.61 | 10.68 | 10.90 | 8.46 | 7.67 | 2.47 | 2.78 | 1.54 | 1.67 | 1.80 | 1.47 | 4.98 | 4.92 | 5.36 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTLAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS R5) |
-16.85%
Feb 2006 - Feb 2009 |
-2.83%
May 2007 - May 2012 |
3.50%
Feb 2006 - Feb 2016 |
3.57%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTLAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS R5) |
24.93%
Feb 2009 - Feb 2012 |
21.32%
Feb 2009 - Feb 2014 |
13.47%
Feb 2009 - Feb 2019 |
9.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart