Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JTSBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R5) | 6.61% | 9.69% | 6.00% | 2.94% | 4.37% | 6.23% | NA | 5.42% |
Data as of 07/03/2025, AR inception is 10/14/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTSBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R5) | 10/14/2005 | 07/03/2025 |
| 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 (%) | 0.71 | 9.69 | 6.00 | 2.94 | 4.37 | 6.23 | NA | 5.42 | 6.61 | 7.96 | 11.05 | -23.25 | 4.14 | 11.44 | 19.00 | -6.47 | 15.19 | 7.10 | -1.16 | 4.25 | 16.20 | 13.95 | -2.22 | 13.52 | 33.44 | -31.45 | 5.88 | 12.65 | 3.91 |
| Sharpe Ratio | NA | 0.59 | 0.22 | 0.09 | 0.25 | NA | NA | 0.34 | 0.82 | 0.17 | 0.77 | -1.40 | 0.38 | 0.55 | 2.52 | -0.88 | 3.50 | 0.79 | -0.13 | 0.59 | 2.34 | 1.79 | -0.15 | 1.17 | 1.99 | -1.33 | 0.28 | 1.37 | 2.54 |
| Standard Deviation(%) | NA | 10.93 | 11.98 | 12.01 | 11.58 | NA | NA | 12.17 | 12.93 | 8.15 | 8.94 | 17.72 | 10.80 | 20.21 | 6.98 | 8.84 | 4.18 | 8.69 | 9.00 | 7.12 | 6.90 | 7.85 | 14.94 | 11.47 | 16.76 | 24.26 | 10.20 | 6.89 | 6.82 |
| Draw Down(%) | NA | 10.63 | 15.10 | 29.81 | 29.81 | NA | NA | 43.93 | 10.63 | 4.96 | 8.97 | 23.90 | 7.83 | 24.98 | 3.71 | 13.00 | 1.34 | 8.32 | 9.46 | 5.91 | 5.27 | 6.65 | 15.51 | 9.57 | 17.68 | 39.92 | 7.03 | 6.59 | 1.50 |
| Yield(%) | 0.00 | 2.48 | 2.58 | 2.75 | 4.91 | 5.79 | 4.93 | 5.19 | 0.40 | 3.08 | 2.84 | 2.13 | 3.51 | 2.61 | 10.21 | 8.10 | 8.31 | 7.07 | 6.83 | 3.11 | 3.19 | 2.93 | 3.18 | 3.92 | 4.31 | 5.82 | 4.65 | 8.60 | 0.00 |
Data as of 07/03/2025, AR inception is 10/14/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R5) |
-10.86%
Feb 2006 - Feb 2009 |
-0.17%
Dec 2017 - Dec 2022 |
2.73%
Oct 2013 - Oct 2023 |
3.58%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTSBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R5) |
21.15%
Feb 2009 - Feb 2012 |
17.44%
Feb 2009 - Feb 2014 |
10.90%
Feb 2009 - Feb 2019 |
7.91%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart