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Jackson Square SMID-Cap Growth Inv (JSMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.65+0.35 (+2.02%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-5.68%
5-Year Average Return-1.17%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Apr 29, 2024)64.48%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return64.48%
Worst 3-Yr Total Return-15.67%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnJSMVXCategory
YTD3.31%10.80%
1-Month2.69%4.43%
3-Month3.31%7.00%
1-Year9.67%48.17%
3-Year-14.40%21.26%
5-Year1.33%20.18%
10-Year7.18%14.07%
Last Bull Market33.44%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)

YTD93
1-Month47
3-Month93
1-Year97
3-Year99
5-Year100

Load Adjusted Returns

1-Year9.67%
3-Year-14.40%
5-Year1.33%
10-Year7.18%