Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTMIX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS I) | 6.14% | 14.23% | 10.65% | 4.51% | 6.33% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTMIX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS I) | 05/04/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 14.23 | 10.65 | 4.51 | 6.33 | NA | NA | … | … | 6.14 | 11.38 | 7.56 | 11.49 | -13.87 | 7.76 | 12.18 | 15.55 | -5.01 | 11.01 | 6.78 | -4.39 |
| Sharpe Ratio | NA | 1.90 | 1.13 | 0.27 | 0.63 | NA | NA | … | … | 1.57 | 1.19 | 0.68 | 1.17 | -1.42 | 1.37 | 0.85 | 3.20 | -1.15 | 3.80 | 1.10 | -1.02 |
| Standard Deviation(%) | NA | 6.39 | 6.83 | 7.61 | 7.59 | NA | NA | … | … | 8.13 | 7.20 | 5.79 | 6.74 | 10.80 | 5.65 | 13.95 | 4.40 | 5.59 | 2.73 | 5.95 | 6.42 |
| Draw Down(%) | NA | 5.29 | 7.14 | 19.47 | 19.75 | NA | NA | … | … | 5.29 | 7.14 | 3.08 | 6.93 | 18.67 | 3.11 | 19.75 | 2.14 | 9.15 | 0.88 | 5.42 | 6.91 |
| Yield(%) | 0.00 | 6.89 | 5.36 | 5.52 | 6.07 | 4.16 | 3.12 | … | … | 0.25 | 7.42 | 3.62 | 4.96 | 7.32 | 8.60 | 5.44 | 7.37 | 6.41 | 6.93 | 5.55 | 5.11 |
Data as of 06/04/2026, Common starting date is 05/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTMIX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS I) |
0.03%
Apr 2021 – Apr 2024 |
2.08%
Sep 2017 – Sep 2022 |
5.24%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTMIX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS I) |
11.78%
Dec 2018 – Dec 2021 |
8.61%
Feb 2016 – Feb 2021 |
6.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart