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

Fri 2005-10-14? to Wed 2026-03-25	YTD Return	TRR Price
JALRX ×	−1.52% 2026-03-25	1.823 TRR 2026-03-25
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund
SPY ×	−6.11% 2026-03-25	11.83 TRR 2026-03-25
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Returns

Fri 2005-10-14? to Wed 2026-03-25	Overall Return	Exponential Trendline
JALRX ×	+82.35% +2.98%/yr	+3.08%/yr (R2=0.865)
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund
SPY ×	+391.26% +8.10%/yr	+9.09%/yr (R2=0.908)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Growth of $10,000

Fri 2005-10-14? to Wed 2026-03-25	Start Value	End Value
JALRX ×	$10,000.00 2005-10-14	$18,234.51 2026-03-25
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund
SPY ×	$10,000.00 2005-10-14	$49,126.47 2026-03-25
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Annual Returns

Year	JALRX	SPY
2026 (YTD)	−1.52%	−6.11%
2025	+6.22%	+14.66%
2024	+2.62%	+21.39%
2023	+5.35%	+22.09%
2022	−15.10%	−23.15%
2021	−0.70%	+20.27%
2020	+8.88%	+16.74%
2019	+10.67%	+28.30%
2018	−4.30%	−6.36%
2017	+5.98%	+19.19%
2016	+4.78%	+9.73%
2015	−0.10%	+0.50%
2014	+6.17%	+12.61%
2013	+3.19%	+30.35%
2012	+8.18%	+14.01%
2011	−0.21%	−1.04%
2010	+8.34%	+13.36%
2009	+19.30%	+23.00%
2008	−14.89%	−36.85%
2007	+1.23%	+1.01%
2006	+10.07%	+13.00%
2005	+3.12%	+1.36%
2004	—	+7.20%
2003	—	+25.82%
2002	—	−23.41%
2001	—	−13.10%
2000	—	−12.70%
1999	—	+17.24%
1998	—	+26.65%
1997	—	+31.25%
1996	—	+18.62%
1995	—	+34.60%
1994	—	−2.22%
1993	—	+6.23%

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Drawdowns

Fri 2005-10-14? to Wed 2026-03-25	Current Drawdown	Worst Drawdown
JALRX ×	−5.18%	−23.27% 2008-11-20
Multimanager Lifestyle Conservative Portfolio Class A Mutual Fund
SPY ×	−6.09%	−55.97% 2009-03-09
SPDR S&P 500 ETF Trust Exchange-Traded Fund