Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLMRX (LIFESTYLE II MODERATE PORTFOLIO CLASS R6) | 3.89% | 11.59% | 9.80% | 4.20% | 6.00% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLMRX (LIFESTYLE II MODERATE PORTFOLIO CLASS R6) | 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 (%) | -1.54 | 11.59 | 9.80 | 4.20 | 6.00 | NA | NA | … | … | 3.89 | 11.92 | 7.45 | 11.20 | -13.78 | 7.43 | 10.22 | 16.25 | -3.94 | 9.92 | 7.76 | -1.55 | 5.83 |
| Sharpe Ratio | NA | 1.63 | 0.99 | 0.22 | 0.51 | NA | NA | … | … | 1.02 | 1.25 | 0.63 | 1.02 | -1.24 | 1.25 | 0.59 | 3.15 | -0.88 | 3.09 | 1.19 | -0.24 | 1.25 |
| Standard Deviation(%) | NA | 6.07 | 7.01 | 8.22 | 8.54 | NA | NA | … | … | 7.49 | 7.28 | 6.11 | 7.48 | 12.36 | 5.94 | 16.81 | 4.69 | 6.07 | 3.01 | 6.36 | 6.56 | 4.69 |
| Draw Down(%) | NA | 4.79 | 7.30 | 19.45 | 20.60 | NA | NA | … | … | 4.79 | 6.77 | 3.38 | 7.30 | 19.19 | 2.86 | 20.60 | 1.98 | 8.31 | 1.30 | 4.61 | 7.17 | 3.50 |
| Yield(%) | 0.00 | 3.20 | 3.38 | 3.76 | 4.50 | 3.44 | 2.58 | … | … | 0.37 | 3.40 | 3.20 | 3.28 | 5.45 | 5.19 | 4.33 | 6.09 | 5.56 | 3.82 | 3.14 | 2.32 | 1.81 |
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 |
|---|---|---|---|---|
| JLMRX (LIFESTYLE II MODERATE PORTFOLIO CLASS R6) |
-0.15%
Sep 2019 – Sep 2022 |
1.88%
Sep 2017 – Sep 2022 |
4.26%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLMRX (LIFESTYLE II MODERATE PORTFOLIO CLASS R6) |
11.73%
Sep 2022 – Sep 2025 |
8.10%
Jan 2016 – Jan 2021 |
6.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart