Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTSBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R5) | 8.80% | 19.04% | 13.50% | 2.63% | 6.23% | 6.13% | 5.72% | … | … |
Data as of 06/04/2026, Common starting date is 10/14/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTSBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R5) | 10/14/2005 | 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 (%) | 0.40 | 19.04 | 13.50 | 2.63 | 6.23 | 6.13 | 5.72 | … | … | 8.80 | 13.70 | 9.67 | 13.84 | -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 | 1.97 | 1.13 | 0.01 | 0.40 | NA | NA | … | … | 1.79 | 1.05 | 0.76 | 1.18 | -1.40 | 0.38 | 0.55 | 2.51 | -0.89 | 3.49 | 0.79 | -0.13 | 0.59 | 2.34 | 1.79 | -0.15 | 1.17 | 1.99 | -1.33 | 0.27 | 1.35 | 2.52 |
| Standard Deviation(%) | NA | 8.64 | 9.33 | 11.73 | 11.46 | NA | NA | … | … | 10.98 | 10.31 | 7.92 | 8.69 | 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 | 6.96 | 10.63 | 29.81 | 29.81 | NA | NA | … | … | 6.96 | 10.63 | 4.40 | 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 | 10.42 | 6.78 | 4.04 | 5.78 | 5.63 | 5.25 | … | … | 0.00 | 11.18 | 3.08 | 5.55 | 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 06/04/2026, Common starting date 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 |
8.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart