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Jackson Square SMID-Cap Growth Instl (JSMTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.79-0.17 (-0.95%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-4.10%
5-Year Average Return-0.35%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jun 13, 2024)64.95%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return64.95%
Worst 3-Yr Total Return-15.45%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJSMTXCategory
YTD-1.73%10.80%
1-Month4.11%4.43%
3-Month-2.36%7.00%
1-Year10.69%48.17%
3-Year-15.01%21.26%
5-Year1.13%20.18%
10-Year7.32%14.07%
Last Bull Market25.69%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)

YTD92
1-Month17
3-Month61
1-Year92
3-Year98
5-Year99

Load Adjusted Returns

1-Year10.69%
3-Year-15.01%
5-Year1.13%
10-Year7.32%