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Jackson Square SMID-Cap Growth Inv (JSMVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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17.96
+0.12
(+0.67%)
As of 08:05AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
-0.88%
5-year average return
0.46%
Number of years up
5
Number of years down
2
Best 1-yr total return (13 May 2024)
64.48%
Worst 1-yr total return (13 May 2024)
N/A
Best 3-yr total return
64.48%
Worst 3-yr total return
-15.67%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
JSMVX
Category
YTD
-5.68%
10.80%
1-month
-8.71%
4.43%
3-month
-1.21%
7.00%
1-year
3.39%
48.17%
3-year
-17.78%
21.26%
5-year
-1.17%
20.18%
10-year
6.66%
14.07%
Last bull market
25.47%
27.14%
Last bear market
-24.26%
-21.26%
Annual total return (%) history
Year
JSMVX
Category
2024
N/A
N/A
2023
13.46%
N/A
2022
-39.48%
N/A
2021
-12.65%
N/A
2020
64.48%
39.26%
2019
30.05%
32.52%
2018
1.68%
-6.65%
2017
19.97%
23.91%
2016
N/A
6.03%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.31%
N/A
N/A
N/A
2023
6.89%
0.76%
-6.05%
12.13%
2022
-21.45%
-24.26%
-7.32%
9.76%
2021
-1.22%
6.00%
-8.08%
-9.25%
2020
-19.91%
41.62%
9.27%
32.71%
2019
24.04%
2.63%
-7.81%
10.82%
2018
8.67%
5.42%
6.60%
-16.73%
2017
3.71%
3.47%
6.24%
5.24%
2016
-0.25%
N/A
N/A
N/A
Rank in category (by total return)
YTD
98
1-month
95
3-month
93
1-year
97
3-year
99
5-year
100
Load adjusted returns
1-year
3.39%
3-year
-17.78%
5-year
-1.17%
10-year
6.66%
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