OTC Markets OTCPK - Delayed Quote USD

JNL Moderate Growth Allocation A (0P00006BYG)

19.97 +0.02 (+0.10%)
As of January 8 at 3:00:00 PM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.40%
5y Average Return 5.40%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Jan 8, 2025) 19.53%
Worst 1Y Total Return (Jan 8, 2025) --
Best 3Y Total Return 19.53%
Worst 3Y Total Return 1.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00006BYG
Category
YTD
9.17%
9.69%
1-Month
-3.12%
0.91%
3-Month
-1.49%
5.21%
1-Year
9.17%
27.06%
3-Year
1.50%
11.00%
5-Year
5.39%
10.26%
10-Year
5.76%
8.34%
Last Bull Market
11.27%
15.58%
Last Bear Market
-11.38%
-12.16%

Annual Total Return (%) History

Year
0P00006BYG
Category
2024
9.17%
--
2023
13.73%
--
2022
-15.77%
--
2021
10.26%
--
2020
12.75%
11.72%
2019
19.53%
19.23%
2018
-6.64%
-5.76%
2017
14.54%
13.21%

2016
7.26%
7.34%
2015
-1.81%
-1.93%
2014
5.35%
6.21%
2013
17.11%
16.48%
2012
13.30%
11.72%
2011
0.72%
-0.11%
2010
11.10%
11.83%
2009
18.67%
24.13%
2008
-26.60%
-28.00%
2007
--
5.99%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.56% 0.21% 5.76% -1.49%
2023 4.68% 3.16% -2.95% 8.52%
2022 -6.20% -11.38% -5.12% 6.80%
2021 2.90% 4.85% -0.64% 2.87%
2020 -15.95% 14.77% 5.01% 11.29%
2019 9.30% 3.65% 0.14% 5.37%
2018 -0.51% -0.29% 1.99% -7.71%
2017 4.76% 3.03% 2.94% 3.08%
2016 0.99% 1.95% 3.57% 0.59%
2015 2.10% -0.49% -5.69% 2.49%

2014 1.41% 3.18% -1.19% 1.89%
2013 6.40% -0.53% 5.34% 5.04%
2012 8.47% -2.73% 4.84% 2.43%
2011 3.96% 0.78% -9.79% 6.56%
2010 3.24% -6.93% 9.31% 5.78%
2009 -6.22% 10.36% 11.14% 3.17%
2008 -5.05% -1.97% -7.83% -14.44%
2007 3.66% 2.76% -0.74% --

Rank in Category (By Total Return)

YTD 75
1-Month 71
3-Month 60
1-Year 75
3-Year 80
5-Year 80

Load Adjusted Returns

1-Year 9.17%
3-Year 1.50%
5-Year 5.39%
10-Year 5.76%

Performance & Risk

YTD Return 0.40%
5y Average Return 5.40%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Jackson National
Net Assets 3.57B
YTD Return 9.17%
Yield 0.00%
Morningstar Rating
Inception Date Jan 16, 2007

Fund Summary

Under normal circumstances, the fund allocates approximately 40% to 80% of its assets to underlying funds that invest primarily in equity securities, 20% to 60% to underlying funds that invest primarily in fixed-income securities and 0% to 20% of its assets to underlying funds that invest primarily in money market securities.

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