Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTLMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS R5) | 5.94% | 13.97% | 10.62% | 2.28% | 4.98% | 5.05% | 5.08% | … | … |
Data as of 06/04/2026, Common starting date is 10/19/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTLMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS R5) | 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 (%) | 0.38 | 13.97 | 10.62 | 2.28 | 4.98 | 5.05 | 5.08 | … | … | 5.94 | 11.43 | 7.62 | 11.52 | -18.55 | 2.39 | 9.70 | 15.54 | -4.87 | 11.06 | 6.82 | -1.29 | 3.78 | 10.38 | 12.26 | 1.00 | 12.35 | 28.11 | -23.67 | 4.63 | 10.21 | 2.31 |
| Sharpe Ratio | NA | 1.91 | 1.13 | -0.02 | 0.42 | NA | NA | … | … | 1.54 | 1.20 | 0.68 | 1.18 | -1.62 | 0.31 | 0.66 | 3.20 | -1.11 | 3.79 | 1.12 | -0.22 | 0.81 | 2.10 | 2.39 | 0.10 | 1.58 | 2.31 | -1.51 | 0.22 | 1.35 | 2.01 |
| Standard Deviation(%) | NA | 6.26 | 6.81 | 8.41 | 8.05 | NA | NA | … | … | 7.93 | 7.17 | 5.88 | 6.71 | 12.40 | 7.71 | 14.15 | 4.40 | 5.65 | 2.76 | 5.92 | 6.03 | 4.63 | 4.93 | 5.14 | 9.28 | 7.79 | 12.14 | 16.28 | 6.68 | 5.06 | 4.69 |
| Draw Down(%) | NA | 5.28 | 7.20 | 23.75 | 23.75 | NA | NA | … | … | 5.28 | 7.20 | 3.07 | 6.92 | 18.92 | 6.02 | 19.73 | 2.14 | 9.11 | 0.95 | 5.42 | 7.08 | 4.17 | 4.66 | 4.05 | 9.82 | 6.14 | 13.99 | 31.50 | 4.51 | 4.48 | 1.27 |
| Yield(%) | 0.00 | 6.67 | 5.31 | 3.65 | 4.84 | 4.83 | 4.82 | … | … | 0.00 | 7.46 | 3.67 | 5.00 | 2.76 | 3.39 | 3.06 | 7.47 | 6.45 | 6.98 | 5.60 | 5.64 | 5.14 | 3.21 | 3.52 | 3.83 | 4.71 | 5.01 | 6.14 | 4.30 | 8.04 | 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 |
|---|---|---|---|---|
| JTLMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS R5) |
-7.56%
Feb 2006 – Feb 2009 |
0.11%
Dec 2017 – Dec 2022 |
2.27%
Oct 2013 – Oct 2023 |
3.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTLMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS R5) |
18.73%
Feb 2009 – Feb 2012 |
14.82%
Feb 2009 – Feb 2014 |
9.16%
Feb 2009 – Feb 2019 |
6.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart