Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JULGX (MULTIMANAGER LIFESTYLE GROWTH PORTFOLIO CLASS R6) | 8.18% | 20.34% | 15.36% | 2.86% | 7.34% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JULGX (MULTIMANAGER LIFESTYLE GROWTH 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 (%) | -2.58 | 20.34 | 15.36 | 2.86 | 7.34 | NA | NA | … | … | 8.18 | 16.09 | 12.00 | 16.28 | -26.49 | 6.56 | 12.97 | 22.86 | -8.34 | 19.30 | 7.16 | -1.04 | 4.85 | 22.31 | 15.60 | 0.17 |
| Sharpe Ratio | NA | 1.53 | 1.00 | 0.02 | 0.39 | NA | NA | … | … | 1.22 | 0.97 | 0.84 | 1.18 | -1.23 | 0.50 | 0.48 | 2.29 | -0.82 | 3.34 | 0.60 | -0.09 | 0.51 | 2.48 | 1.44 | 0.02 |
| Standard Deviation(%) | NA | 11.59 | 12.04 | 14.95 | 14.79 | NA | NA | … | … | 14.51 | 13.65 | 10.01 | 10.80 | 22.73 | 13.15 | 26.17 | 9.32 | 11.86 | 5.61 | 11.53 | 11.81 | 9.45 | 8.99 | 10.86 | 23.93 |
| Draw Down(%) | NA | 8.73 | 13.99 | 33.41 | 33.41 | NA | NA | … | … | 8.73 | 13.99 | 6.39 | 10.47 | 27.46 | 8.48 | 29.58 | 5.35 | 16.69 | 1.69 | 10.93 | 11.68 | 7.54 | 5.77 | 9.51 | 9.52 |
| Yield(%) | 0.00 | 13.50 | 8.50 | 4.57 | 6.87 | 7.30 | 5.48 | … | … | 0.00 | 14.09 | 3.27 | 6.83 | 1.61 | 3.60 | 2.48 | 14.02 | 9.73 | 9.84 | 8.08 | 8.04 | 3.35 | 3.23 | 2.36 | 0.00 |
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 |
|---|---|---|---|---|
| JULGX (MULTIMANAGER LIFESTYLE GROWTH PORTFOLIO CLASS R6) |
-4.96%
Apr 2021 – Apr 2024 |
-0.07%
Dec 2017 – Dec 2022 |
3.40%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JULGX (MULTIMANAGER LIFESTYLE GROWTH PORTFOLIO CLASS R6) |
17.15%
May 2023 – May 2026 |
12.39%
Jun 2016 – Jun 2021 |
10.07%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart