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

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
SPY ×	+5.33% 2026-06-12	+19.21% 2026-06-12
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

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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
SPY ×	+441.26% +8.52%/yr	+9.13%/yr (R2=0.911)
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

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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
SPY ×	$10,000.00 2005-10-14	$54,125.77 2026-06-12
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

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Annual Returns

Year	JALRX	SPY
2026 (YTD)	−0.53%	+5.33%
2025	+6.17%	+14.65%
2024	+2.66%	+21.39%
2023	+5.32%	+22.09%
2022	−17.38%	−23.15%
2021	−3.62%	+20.27%
2020	+7.98%	+16.74%
2019	+9.08%	+28.29%
2018	−5.48%	−6.35%
2017	+4.89%	+19.19%
2016	+3.27%	+9.73%
2015	−2.44%	+0.50%
2014	+2.68%	+12.61%
2013	+3.10%	+30.35%
2012	+8.17%	+14.01%
2011	−0.21%	−1.04%
2010	+8.34%	+13.36%
2009	+19.31%	+23.01%
2008	−15.48%	−36.85%
2007	+0.86%	+1.01%
2006	+8.87%	+13.00%
2005	+3.11%	+1.35%
2004	—	+7.21%
2003	—	+25.82%
2002	—	−23.41%
2001	—	−13.10%
2000	—	−12.70%
1999	—	+17.24%
1998	—	+26.65%
1997	—	+31.24%
1996	—	+18.63%
1995	—	+34.61%
1994	—	−2.22%
1993	—	+6.22%

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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
SPY ×	−2.45% from 2026-06-02 peak	−55.97% 2009-03-09 from 2007-10-09 peak
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund

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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
SPY ×	+19.21%	+31.38% +14.62%/yr	+61.25% +17.26%/yr	+50.66% +8.54%/yr	+197.87% +11.53%/yr
SPDR S&P 500 ETF Trust NYSE Exchange-Traded Fund