Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTBIX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS I) | 5.60% | 14.75% | 11.88% | 5.14% | 7.98% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTBIX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS I) | 05/04/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.71 | 14.75 | 11.88 | 5.14 | 7.98 | NA | NA | … | … | 5.60 | 13.59 | 9.62 | 13.83 | -16.21 | 11.42 | 15.34 | 18.97 | -6.55 | 15.15 | 7.01 | -5.17 |
| Sharpe Ratio | NA | 1.53 | 0.99 | 0.27 | 0.59 | NA | NA | … | … | 1.14 | 1.04 | 0.76 | 1.18 | -1.20 | 1.37 | 0.75 | 2.53 | -0.90 | 3.49 | 0.78 | -0.80 |
| Standard Deviation(%) | NA | 8.99 | 9.41 | 10.47 | 10.78 | NA | NA | … | … | 11.32 | 10.36 | 7.92 | 8.70 | 14.71 | 8.34 | 19.98 | 6.93 | 8.80 | 4.17 | 8.69 | 9.63 |
| Draw Down(%) | NA | 7.03 | 10.67 | 22.83 | 25.00 | NA | NA | … | … | 7.03 | 10.67 | 4.43 | 8.98 | 21.76 | 4.25 | 25.00 | 3.73 | 12.98 | 1.28 | 8.36 | 9.44 |
| Yield(%) | 0.00 | 10.41 | 6.71 | 6.63 | 7.67 | 5.07 | 3.80 | … | … | 0.01 | 11.21 | 3.05 | 5.56 | 9.13 | 10.66 | 6.38 | 10.22 | 8.09 | 8.31 | 7.05 | 6.32 |
Data as of 06/10/2026, Common starting date is 05/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTBIX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS I) |
0.46%
Apr 2021 – Apr 2024 |
3.01%
Sep 2017 – Sep 2022 |
6.55%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTBIX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS I) |
15.20%
Dec 2018 – Dec 2021 |
11.07%
Feb 2016 – Feb 2021 |
8.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart