Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JULMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS R6) | 4.51% | 12.59% | 10.17% | 2.02% | 4.83% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JULMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS R6) | 09/06/2011 | 06/05/2026 |
| 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 (%) | -1.50 | 12.59 | 10.17 | 2.02 | 4.83 | NA | NA | … | … | 4.51 | 11.44 | 7.68 | 11.62 | -18.55 | 2.45 | 9.77 | 15.65 | -4.91 | 11.14 | 6.34 | -1.19 | 3.99 | 10.49 | 12.50 | -0.65 |
| Sharpe Ratio | NA | 1.51 | 1.01 | -0.06 | 0.40 | NA | NA | … | … | 1.00 | 1.20 | 0.70 | 1.20 | -1.61 | 0.31 | 0.67 | 3.22 | -1.12 | 3.93 | 1.03 | -0.20 | 0.85 | 2.14 | 2.44 | -0.18 |
| Standard Deviation(%) | NA | 6.56 | 6.85 | 8.44 | 8.06 | NA | NA | … | … | 8.35 | 7.14 | 5.78 | 6.72 | 12.43 | 7.71 | 14.13 | 4.40 | 5.64 | 2.68 | 5.96 | 5.97 | 4.67 | 4.90 | 5.14 | 11.33 |
| Draw Down(%) | NA | 5.30 | 7.13 | 23.69 | 23.69 | NA | NA | … | … | 5.30 | 7.13 | 3.08 | 6.92 | 18.92 | 5.96 | 19.84 | 2.14 | 9.09 | 0.95 | 5.35 | 7.07 | 4.13 | 4.73 | 4.06 | 5.46 |
| Yield(%) | 0.00 | 7.02 | 5.48 | 3.75 | 4.87 | 4.94 | 3.70 | … | … | 0.28 | 7.54 | 3.73 | 5.07 | 2.82 | 3.45 | 3.11 | 7.55 | 6.51 | 7.06 | 5.11 | 5.75 | 5.35 | 3.38 | 3.65 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JULMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS R6) |
-3.57%
Nov 2020 – Nov 2023 |
0.15%
Dec 2017 – Dec 2022 |
2.29%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JULMX (MULTIMANAGER LIFESTYLE MODERATE PORTFOLIO CLASS R6) |
11.12%
May 2023 – May 2026 |
8.13%
Feb 2016 – Feb 2021 |
6.69%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart