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

Fri 2005-10-14💬 to Thu 2026-07-02	YTD Return	1 Year Return
JALRX ×	−1.45% 2026-07-02	+2.21% 2026-07-02
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund
SPY ×	+5.80% 2026-07-02	+16.42% 2026-07-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Returns

Fri 2005-10-14💬 to Thu 2026-07-02	Overall Return	Exponential Trendline
JALRX ×	+49.77% +1.97%/yr	+1.90%/yr (R2=0.650)
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund
SPY ×	+443.67% +8.52%/yr	+9.15%/yr (R2=0.911)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Growth of $10,000

Fri 2005-10-14💬 to Thu 2026-07-02	Start Value	End Value
JALRX ×	$10,000.00 2005-10-14	$14,977.22 2026-07-02
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund
SPY ×	$10,000.00 2005-10-14	$54,366.67 2026-07-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Annual Returns

Year	JALRX	SPY
2026 (YTD)	−1.45%	+5.80%
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	—	−23.40%
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 Thu 2026-07-02	Current Drawdown	Worst Drawdown
JALRX ×	−10.41% from 2021-02-10 peak	−24.60% 2022-10-20 from 2021-02-10 peak
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund
SPY ×	−2.02% from 2026-06-02 peak	−55.97% 2009-03-09 from 2007-10-09 peak
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Rolling Returns

Period ending Thu 2026-07-02	1 Year	2 Years	3 Years	5 Years	10 Years
JALRX ×	+2.21%	+7.51% +3.69%/yr	+11.60% +3.72%/yr	−8.52% −1.77%/yr	+5.73% +0.56%/yr
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund
SPY ×	+16.42%	+29.75% +13.91%/yr	+58.22% +16.53%/yr	+48.48% +8.23%/yr	+198.49% +11.56%/yr
SPDR S&P 500 ETF Trust Exchange-Traded Fund