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Jacob Micro Cap Growth Institutional (JMIGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.58-0.15 (-0.58%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.99%
5-year average return7.68%
Number of years up18
Number of years down8
Best 1-yr total return (15 May 2024)74.35%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return74.35%
Worst 3-yr total return-11.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMIGXCategory
YTD-4.78%12.40%
1-month-10.41%3.37%
3-month-3.25%4.88%
1-year-2.68%55.69%
3-year-20.59%19.34%
5-year5.35%20.72%
10-year6.87%13.98%
Last bull market33.13%27.85%
Last bear market-30.28%-24.06%

Annual total return (%) history

Year
JMIGXCategory
2024
N/AN/A
2023
4.38%N/A
2022
-41.64%N/A
2021
14.55%N/A
2020
74.35%38.62%
2019
42.89%27.68%
2018
10.52%-5.76%
2017
28.91%21.50%
2016
-10.38%11.20%
2015
-8.74%-2.41%
2014
-4.47%2.44%
2013
37.49%40.91%
2012
3.23%13.15%
2011
-3.23%-3.55%
2010
35.65%26.98%
2009
35.75%35.46%
2008
-51.77%-41.55%
2007
27.53%7.59%
2006
19.13%10.81%
2005
-0.51%6.02%
2004
9.17%12.41%
2003
62.35%45.54%
2002
-39.76%-27.88%
2001
4.70%-8.91%
2000
18.90%-3.85%
1999
80.84%64.77%
1998
32.80%5.23%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.28%N/AN/AN/A
20235.60%6.54%-19.52%15.29%
2022-16.34%-30.28%-3.56%3.74%
202136.84%-5.58%-5.94%-5.74%
2020-25.35%44.11%14.27%41.81%
201918.97%13.44%-9.40%16.86%
2018-1.53%16.69%10.93%-13.30%
20175.74%4.19%9.49%6.87%
2016-10.04%-2.16%18.89%-14.35%
20159.78%2.46%-22.40%4.55%
20140.09%-3.57%-5.36%4.57%
201311.44%6.49%13.96%1.67%
201216.99%-10.41%4.44%-5.71%
201110.14%-1.07%-27.46%22.42%
20105.28%-8.05%12.92%24.09%
2009-10.19%20.80%19.13%5.04%
2008-19.88%4.94%-15.58%-32.05%
20077.15%9.53%4.18%4.30%
200617.20%-7.42%-0.49%10.34%
2005-5.39%-0.40%7.35%-1.64%
2004-2.61%1.12%-4.44%16.00%
2003-1.35%23.33%15.79%15.26%
2002-4.54%-12.71%-23.00%-6.12%
2001-8.48%20.93%-23.43%23.55%
200012.99%3.73%12.31%-9.68%
19994.82%27.51%-0.94%36.58%
199827.70%3.05%-16.26%20.51%

Rank in category (by total return)

YTD94
1-month98
3-month97
1-year100
3-year98
5-year69

Load adjusted returns

1-year-2.68%
3-year-20.59%
5-year5.35%
10-year6.87%