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Jacob Discovery Fd Inv (JMCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.28+0.24 (+1.20%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-6.15%
5-year average return5.55%
Number of years up14
Number of years down8
Best 1-yr total return (25 Apr 2024)74.01%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return74.01%
Worst 3-yr total return-11.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMCGXCategory
YTD6.25%12.40%
1-month4.17%3.37%
3-month6.25%4.88%
1-year4.74%55.69%
3-year-18.69%19.34%
5-year8.91%20.72%
10-year7.18%13.98%
Last bull market84.58%27.85%
Last bear market-30.33%-24.06%

Annual total return (%) history

Year
JMCGXCategory
2024
N/AN/A
2023
4.04%N/A
2022
-41.82%N/A
2021
14.27%N/A
2020
74.01%38.62%
2019
42.47%27.68%
2018
10.34%-5.76%
2017
28.66%21.50%
2016
-10.69%11.20%
2015
-9.02%-2.41%
2014
-4.77%2.44%
2013
37.08%40.91%
2012
2.89%13.15%
2011
-3.42%-3.55%
2010
35.23%26.98%
2009
35.36%35.46%
2008
-51.90%-41.55%
2007
27.00%7.59%
2006
19.66%10.81%
2005
-0.85%6.02%
2004
8.87%12.41%
2003
61.80%45.54%
2002
-39.78%-27.88%
2001
N/A-8.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.25%N/AN/AN/A
20235.54%6.43%-19.59%15.19%
2022-16.41%-30.33%-3.61%3.64%
202136.74%-5.64%-6.00%-5.78%
2020-25.35%44.00%14.22%41.73%
201918.89%13.34%-9.47%16.78%
2018-1.59%16.57%10.96%-13.31%
20175.73%4.16%9.29%6.89%
2016-10.15%-2.14%18.71%-14.45%
20159.73%2.38%-22.48%4.47%
20140.00%-3.63%-5.41%4.46%
201311.28%6.43%13.86%1.65%
201216.89%-10.49%4.37%-5.79%
201110.11%-1.15%-27.51%22.41%
20105.27%-8.18%12.89%23.94%
2009-10.21%20.71%19.02%4.93%
2008-19.97%4.92%-15.62%-32.11%
20077.08%9.32%4.07%4.25%
200617.18%-7.44%0.05%10.27%
2005-5.49%-0.46%7.22%-1.71%
2004-2.73%1.13%-4.59%15.99%
2003-1.44%23.17%15.66%15.24%
2002-4.65%-12.82%-23.12%-5.76%
2001-23.50%23.41%N/AN/A

Rank in category (by total return)

YTD64
1-month6
3-month64
1-year98
3-year99
5-year48

Load adjusted returns

1-year4.74%
3-year-18.69%
5-year8.91%
10-year7.18%