Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAARX (ALTERNATIVE ASSET ALLOCATION FUND CLASS R6) | 5.35% | 10.21% | 7.39% | 4.50% | 4.57% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAARX (ALTERNATIVE ASSET ALLOCATION FUND CLASS R6) | 09/02/2011 | 06/10/2026 |
| 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 (%) | -1.07 | 10.21 | 7.39 | 4.50 | 4.57 | NA | NA | … | … | 5.35 | 6.66 | 6.95 | 6.34 | -2.75 | 5.19 | 4.83 | 9.39 | -3.75 | 6.51 | 3.49 | -1.28 | 1.14 | 4.25 | 9.25 | -0.34 |
| Sharpe Ratio | NA | 2.79 | 1.17 | 0.53 | 0.70 | NA | NA | … | … | 3.69 | 0.83 | 0.91 | 0.79 | -0.79 | 1.26 | 0.59 | 2.70 | -1.43 | 2.67 | 0.82 | -0.27 | 0.30 | 1.33 | 2.56 | -0.17 |
| Standard Deviation(%) | NA | 3.27 | 3.90 | 4.21 | 4.34 | NA | NA | … | … | 3.56 | 4.59 | 3.65 | 3.41 | 5.32 | 4.08 | 7.70 | 2.93 | 3.59 | 2.20 | 3.98 | 4.94 | 3.75 | 3.17 | 3.63 | 6.09 |
| Draw Down(%) | NA | 2.02 | 5.59 | 5.94 | 12.15 | NA | NA | … | … | 2.02 | 5.59 | 2.26 | 2.35 | 5.94 | 2.27 | 12.15 | 1.30 | 6.41 | 0.68 | 4.19 | 5.28 | 5.13 | 3.21 | 3.22 | 4.01 |
| Yield(%) | 0.00 | 1.97 | 1.98 | 2.18 | 2.28 | 2.55 | 1.92 | … | … | 0.00 | 2.01 | 1.66 | 2.20 | 3.21 | 2.19 | 1.16 | 4.00 | 2.27 | 1.69 | 1.22 | 3.08 | 4.55 | 2.51 | 1.97 | 3.30 |
Data as of 06/10/2026, Common starting date is 09/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAARX (ALTERNATIVE ASSET ALLOCATION FUND CLASS R6) |
0.28%
Jan 2013 – Jan 2016 |
1.02%
Mar 2015 – Mar 2020 |
2.51%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAARX (ALTERNATIVE ASSET ALLOCATION FUND CLASS R6) |
7.95%
May 2023 – May 2026 |
5.76%
Mar 2020 – Mar 2025 |
4.84%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart