All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JALRX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

JALRX real return snapshot: after CPI-U inflation, JALRX returned +4.02% over the past year and −0.53% YTD, with dividends reinvested. Since Oct. 14, 2005, JALRX is up +51.18% in real purchasing-power return, or +2.02%/yr, and is currently −9.57% below its real total-return high on Feb. 10, 2021.

Data ending Fri Jun. 12, 2026

Fri 2005-10-14💬 to Fri 2026-06-12 YTD
Return 		1 Year
Return
JALRX × 		−0.53%
2026-06-12 		+4.02%
2026-06-12
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund

Returns

Fri 2005-10-14💬 to Fri 2026-06-12 Overall
Return 		Exponential
Trendline
JALRX × 		+51.18%
+2.02%/yr 		+1.91%/yr
(R2=0.649)
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund

Growth of $10,000

Fri 2005-10-14💬 to Fri 2026-06-12 Start
Value 		End
Value
JALRX × 		$10,000.00
2005-10-14 		$15,117.96
2026-06-12
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund

Annual Returns

Year JALRX
2026 (YTD) −0.53%
2025 +6.17%
2024 +2.66%
2023 +5.32%
2022 −17.38%
2021 −3.62%
2020 +7.98%
2019 +9.08%
2018 −5.48%
2017 +4.89%
2016 +3.27%
2015 −2.44%
2014 +2.68%
2013 +3.10%
2012 +8.17%
2011 −0.21%
2010 +8.34%
2009 +19.31%
2008 −15.48%
2007 +0.86%
2006 +8.87%
2005 +3.11%

Drawdowns

Fri 2005-10-14💬 to Fri 2026-06-12 Current
Drawdown 		Worst
Drawdown
JALRX × 		−9.57%
from 2021-02-10 peak 		−24.60%
2022-10-20
from 2021-02-10 peak
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund

Rolling Returns

Period ending Fri 2026-06-12 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
JALRX × 		+4.02% +8.34%
+4.09%/yr 		+12.91%
+4.13%/yr 		−8.21%
−1.70%/yr 		+7.29%
+0.71%/yr
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund