Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JULBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R6) | 6.37% | 16.53% | 12.70% | 2.17% | 5.98% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JULBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R6) | 09/06/2011 | 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.03 | 16.53 | 12.70 | 2.17 | 5.98 | NA | NA | … | … | 6.37 | 13.73 | 9.74 | 13.85 | -23.27 | 4.15 | 11.43 | 19.09 | -6.45 | 15.28 | 6.74 | -1.07 | 4.38 | 16.26 | 14.09 | 2.01 |
| Sharpe Ratio | NA | 1.53 | 1.00 | -0.03 | 0.38 | NA | NA | … | … | 1.14 | 1.05 | 0.78 | 1.18 | -1.40 | 0.38 | 0.55 | 2.54 | -0.88 | 3.57 | 0.75 | -0.12 | 0.62 | 2.36 | 1.80 | 0.37 |
| Standard Deviation(%) | NA | 9.06 | 9.43 | 11.79 | 11.50 | NA | NA | … | … | 11.38 | 10.39 | 7.86 | 8.72 | 17.69 | 10.86 | 20.23 | 6.94 | 8.89 | 4.11 | 8.71 | 9.01 | 7.07 | 6.86 | 7.85 | 17.45 |
| Draw Down(%) | NA | 7.03 | 10.65 | 29.87 | 29.87 | NA | NA | … | … | 7.03 | 10.65 | 4.44 | 9.04 | 23.87 | 7.94 | 25.00 | 3.74 | 12.91 | 1.28 | 8.36 | 9.41 | 5.96 | 5.22 | 6.60 | 7.70 |
| Yield(%) | 0.00 | 10.60 | 6.90 | 4.11 | 5.82 | 6.12 | 4.59 | … | … | 0.02 | 11.35 | 3.16 | 5.67 | 2.19 | 3.59 | 2.67 | 10.32 | 8.20 | 8.42 | 6.78 | 6.95 | 3.23 | 3.28 | 3.02 | 2.17 |
Data as of 06/05/2026, Common starting date is 09/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JULBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R6) |
-4.63%
Apr 2021 – Apr 2024 |
-0.16%
Dec 2017 – Dec 2022 |
2.73%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JULBX (MULTIMANAGER LIFESTYLE BALANCED PORTFOLIO CLASS R6) |
14.04%
May 2023 – May 2026 |
10.32%
Feb 2016 – Feb 2021 |
8.70%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart