Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JULAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS R6) | 13.52% | 27.66% | 18.64% | 3.90% | 8.71% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JULAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS R6) | 09/06/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 27.66 | 18.64 | 3.90 | 8.71 | NA | NA | … | … | 13.52 | 17.49 | 13.84 | 17.87 | -29.08 | 8.31 | 14.48 | 25.42 | -9.87 | 23.32 | 7.37 | -1.07 | 4.76 | 26.31 | 16.43 | 2.70 |
| Sharpe Ratio | NA | 2.01 | 1.12 | 0.08 | 0.40 | NA | NA | … | … | 2.03 | 0.91 | 0.86 | 1.13 | -1.14 | 0.54 | 0.44 | 2.04 | -0.76 | 3.27 | 0.51 | -0.08 | 0.42 | 2.47 | 1.26 | 0.31 |
| Standard Deviation(%) | NA | 12.85 | 14.04 | 17.52 | 17.74 | NA | NA | … | … | 16.01 | 16.19 | 11.87 | 12.73 | 26.82 | 15.45 | 31.99 | 11.73 | 14.79 | 6.96 | 14.03 | 14.07 | 11.21 | 10.62 | 13.11 | 28.28 |
| Draw Down(%) | NA | 9.85 | 16.57 | 36.42 | 36.42 | NA | NA | … | … | 9.85 | 16.57 | 7.95 | 11.79 | 30.21 | 9.28 | 33.90 | 6.84 | 19.92 | 2.19 | 12.96 | 13.65 | 8.87 | 6.22 | 11.48 | 11.02 |
| Yield(%) | 0.00 | 15.05 | 9.30 | 4.68 | 7.44 | 8.22 | 6.16 | … | … | 0.00 | 15.73 | 3.40 | 6.88 | 1.08 | 3.49 | 2.10 | 15.66 | 10.74 | 10.96 | 8.53 | 7.74 | 2.67 | 2.95 | 1.70 | 1.99 |
Data as of 06/04/2026, Common starting date is 09/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JULAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS R6) |
-5.45%
Apr 2021 – Apr 2024 |
-0.12%
Dec 2017 – Dec 2022 |
3.83%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JULAX (MULTIMANAGER LIFESTYLE AGGRESSIVE PORTFOLIO CLASS R6) |
19.49%
May 2023 – May 2026 |
14.24%
Jun 2016 – Jun 2021 |
11.54%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart