Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIBOX (LIFESTYLE II BALANCED PORTFOLIO CLASS 1) | 6.18% | 16.74% | 12.80% | 5.76% | 7.82% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIBOX (LIFESTYLE II BALANCED PORTFOLIO CLASS 1) | 01/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.81 | 16.74 | 12.80 | 5.76 | 7.82 | NA | NA | … | … | 6.18 | 14.43 | 9.53 | 13.11 | -15.53 | 11.83 | 12.03 | 19.43 | -5.60 | 13.56 | 8.62 | -1.61 | 6.98 |
| Sharpe Ratio | NA | 1.69 | 1.03 | 0.30 | 0.55 | NA | NA | … | … | 1.22 | 1.13 | 0.74 | 1.04 | -1.10 | 1.44 | 0.53 | 2.58 | -0.77 | 3.13 | 0.95 | -0.17 | 1.02 |
| Standard Deviation(%) | NA | 8.35 | 9.31 | 10.65 | 11.31 | NA | NA | … | … | 10.25 | 10.28 | 7.93 | 9.16 | 15.50 | 8.17 | 22.15 | 6.96 | 9.07 | 4.14 | 8.84 | 9.48 | 6.84 |
| Draw Down(%) | NA | 6.28 | 10.17 | 21.89 | 25.37 | NA | NA | … | … | 6.28 | 10.13 | 4.11 | 9.37 | 21.59 | 3.69 | 25.37 | 3.50 | 12.15 | 1.36 | 7.04 | 9.36 | 5.16 |
| Yield(%) | 0.00 | 2.67 | 2.92 | 4.22 | 5.36 | 4.05 | 3.04 | … | … | 0.23 | 2.85 | 2.64 | 2.86 | 8.14 | 6.65 | 4.24 | 7.47 | 6.95 | 4.82 | 3.36 | 2.04 | 1.85 |
Data as of 06/05/2026, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIBOX (LIFESTYLE II BALANCED PORTFOLIO CLASS 1) |
0.67%
Apr 2021 – Apr 2024 |
2.58%
Mar 2015 – Mar 2020 |
5.53%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIBOX (LIFESTYLE II BALANCED PORTFOLIO CLASS 1) |
14.38%
Dec 2018 – Dec 2021 |
10.20%
Feb 2016 – Feb 2021 |
8.45%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart