Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLMOX (LIFESTYLE II MODERATE PORTFOLIO CLASS 1) | 3.78% | 11.54% | 9.76% | 4.14% | 5.96% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLMOX (LIFESTYLE II MODERATE PORTFOLIO CLASS 1) | 01/03/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.62 | 11.54 | 9.76 | 4.14 | 5.96 | NA | NA | … | … | 3.78 | 11.87 | 7.41 | 11.16 | -13.82 | 7.40 | 10.17 | 16.21 | -3.96 | 9.97 | 7.62 | -1.59 | 5.89 |
| Sharpe Ratio | NA | 1.63 | 0.99 | 0.22 | 0.51 | NA | NA | … | … | 1.02 | 1.23 | 0.62 | 1.01 | -1.24 | 1.25 | 0.59 | 3.18 | -0.87 | 3.07 | 1.18 | -0.25 | 1.28 |
| Standard Deviation(%) | NA | 6.03 | 7.00 | 8.21 | 8.51 | NA | NA | … | … | 7.42 | 7.30 | 6.08 | 7.47 | 12.36 | 5.91 | 16.69 | 4.63 | 6.15 | 3.05 | 6.28 | 6.57 | 4.64 |
| Draw Down(%) | NA | 4.71 | 7.31 | 19.49 | 20.53 | NA | NA | … | … | 4.71 | 6.78 | 3.38 | 7.31 | 19.22 | 2.86 | 20.53 | 1.98 | 8.32 | 1.30 | 4.61 | 7.18 | 3.39 |
| Yield(%) | 0.00 | 3.15 | 3.34 | 3.72 | 4.47 | 3.41 | 2.56 | … | … | 0.35 | 3.35 | 3.16 | 3.24 | 5.41 | 5.17 | 4.29 | 6.05 | 5.54 | 3.78 | 3.10 | 2.29 | 1.87 |
Data as of 06/10/2026, Common starting date is 01/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLMOX (LIFESTYLE II MODERATE PORTFOLIO CLASS 1) |
-0.16%
Sep 2019 – Sep 2022 |
1.85%
Sep 2017 – Sep 2022 |
4.23%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLMOX (LIFESTYLE II MODERATE PORTFOLIO CLASS 1) |
11.69%
Sep 2022 – Sep 2025 |
8.05%
Feb 2016 – Feb 2021 |
6.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart