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Jacob Small Cap Growth Investor (JSCGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.28-0.13 (-0.75%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.92%
5-Year Average Return-1.67%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Jun 27, 2024)61.73%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return61.73%
Worst 3-Yr Total Return-16.41%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJSCGXCategory
YTD-3.28%12.40%
1-Month7.40%3.37%
3-Month-6.35%4.88%
1-Year10.34%55.69%
3-Year-20.85%19.34%
5-Year-0.08%20.72%
10-Year3.31%13.98%
Last Bull Market47.62%27.85%
Last Bear Market-39.03%-24.06%

Annual Total Return (%) History

Year
JSCGXCategory
2024
N/AN/A
2023
18.74%N/A
2022
-50.37%N/A
2021
-0.88%N/A
2020
61.73%38.62%
2019
20.00%27.68%
2018
8.26%-5.76%
2017
20.61%21.50%
2016
6.34%11.20%
2015
-13.19%-2.41%
2014
1.13%2.44%
2013
37.75%40.91%
2012
6.04%13.15%
2011
-13.93%-3.55%
2010
N/A26.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.44%N/AN/AN/A
20233.96%6.11%-17.11%29.86%
2022-21.08%-39.03%6.69%-3.32%
202122.63%-2.11%-10.06%-8.19%
2020-31.90%44.09%16.10%41.97%
201916.13%1.00%-12.22%16.56%
20183.46%13.78%14.48%-19.66%
20170.23%5.55%5.80%7.76%
2016-14.10%4.73%21.01%-2.32%
201515.30%0.88%-28.19%3.92%
20144.30%0.15%-6.48%3.52%
20138.96%6.93%17.53%0.59%
201218.45%-9.48%6.81%-7.40%
20118.76%3.02%-27.18%5.50%
2010-10.37%17.04%22.86%N/A

Rank In Category (By Total Return)

YTD96
1-Month9
3-Month97
1-Year89
3-Year99
5-Year99

Load Adjusted Returns

1-Year10.34%
3-Year-20.85%
5-Year-0.08%
10-Year3.31%