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Jackson Square SMID-Cap Growth IS (DCGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.59-0.29 (-1.62%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.58%
5-year average return-0.81%
Number of years up17
Number of years down3
Best 1-yr total return (29 Apr 2024)65.04%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return65.04%
Worst 3-yr total return-15.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDCGTXCategory
YTD3.38%10.80%
1-month2.72%4.43%
3-month3.38%7.00%
1-year10.06%48.17%
3-year-14.09%21.26%
5-year1.70%20.18%
10-year7.53%14.07%
Last bull market33.81%27.14%
Last bear market-24.17%-21.26%

Annual total return (%) history

Year
DCGTXCategory
2024
N/AN/A
2023
13.88%N/A
2022
-39.25%N/A
2021
-12.34%N/A
2020
65.04%39.26%
2019
30.47%32.52%
2018
1.96%-6.65%
2017
20.40%23.91%
2016
8.00%6.03%
2015
7.40%-0.95%
2014
2.86%7.00%
2013
40.42%34.93%
2012
10.65%14.07%
2011
7.32%-3.96%
2010
42.71%24.61%
2009
55.76%39.11%
2008
-35.91%-43.77%
2007
7.19%15.09%
2006
5.41%9.00%
2005
2.24%9.84%
2004
11.65%13.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.38%N/AN/AN/A
20236.97%0.86%-5.95%12.23%
2022-21.35%-24.17%-7.22%9.80%
2021-1.13%6.11%-7.98%-9.19%
2020-19.82%41.73%9.35%32.81%
201924.11%2.74%-7.76%10.93%
20188.73%5.56%6.64%-16.69%
20173.81%3.51%6.33%5.37%
20161.01%0.55%6.50%-0.15%
20155.84%2.30%-6.49%6.08%
2014-4.31%0.24%-1.89%9.31%
201310.20%3.99%10.40%10.99%
201217.59%-6.45%2.53%-1.91%
201114.02%3.14%-16.11%8.78%
201011.83%-2.64%14.65%14.34%
2009-5.10%27.04%21.28%6.52%
2008-8.46%-2.39%-4.44%-24.94%
20070.83%6.99%5.86%-6.13%
20069.17%-5.53%-3.13%5.52%
2005-7.99%3.82%6.47%0.52%
20046.78%-2.23%-7.18%15.21%

Rank in category (by total return)

YTD93
1-month46
3-month93
1-year97
3-year98
5-year99

Load adjusted returns

1-year10.06%
3-year-14.09%
5-year1.70%
10-year7.53%