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Jackson Square SMID-Cap Growth Instl (JSMTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.72+0.21 (+1.20%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.61%
5-year average return-0.92%
Number of years up5
Number of years down2
Best 1-yr total return (29 Apr 2024)64.95%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return64.95%
Worst 3-yr total return-15.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSMTXCategory
YTD3.40%10.80%
1-month2.73%4.43%
3-month3.40%7.00%
1-year9.98%48.17%
3-year-14.17%21.26%
5-year1.60%20.18%
10-year7.47%14.07%
Last bull market33.73%27.14%
Last bear market-24.20%-21.26%

Annual total return (%) history

Year
JSMTXCategory
2024
N/AN/A
2023
13.80%N/A
2022
-39.36%N/A
2021
-12.42%N/A
2020
64.95%39.26%
2019
30.38%32.52%
2018
1.99%-6.65%
2017
20.35%23.91%
2016
N/A6.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.40%N/AN/AN/A
20236.99%0.86%-6.03%12.22%
2022-21.43%-24.20%-7.25%9.76%
2021-1.16%6.09%-8.02%-9.20%
2020-19.82%41.73%9.32%32.78%
201924.15%2.70%-7.75%10.86%
20188.73%5.52%6.60%-16.61%
20173.81%3.51%6.28%5.38%
2016-0.22%N/AN/AN/A

Rank in category (by total return)

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

Load adjusted returns

1-year9.98%
3-year-14.17%
5-year1.60%
10-year7.47%