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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.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.88%
5-year average return0.46%
Number of years up5
Number of years down2
Best 1-yr total return (13 May 2024)64.48%
Worst 1-yr total return (13 May 2024)N/A
Best 3-yr total return64.48%
Worst 3-yr total return-15.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSMVXCategory
YTD-5.68%10.80%
1-month-8.71%4.43%
3-month-1.21%7.00%
1-year3.39%48.17%
3-year-17.78%21.26%
5-year-1.17%20.18%
10-year6.66%14.07%
Last bull market25.47%27.14%
Last bear market-24.26%-21.26%

Annual total return (%) history

Year
JSMVXCategory
2024
N/AN/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/A6.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.31%N/AN/AN/A
20236.89%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%
201924.04%2.63%-7.81%10.82%
20188.67%5.42%6.60%-16.73%
20173.71%3.47%6.24%5.24%
2016-0.25%N/AN/AN/A

Rank in category (by total return)

YTD98
1-month95
3-month93
1-year97
3-year99
5-year100

Load adjusted returns

1-year3.39%
3-year-17.78%
5-year-1.17%
10-year6.66%