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Jackson Square SMID-Cap Growth Instl (JSMTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.18+0.10 (+0.55%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.99%
5-year average return-0.49%
Number of years up5
Number of years down2
Best 1-yr total return (2 May 2024)64.95%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return64.95%
Worst 3-yr total return-15.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSMTXCategory
YTD-5.61%10.80%
1-month-8.71%4.43%
3-month-1.13%7.00%
1-year3.67%48.17%
3-year-17.57%21.26%
5-year-0.92%20.18%
10-year6.95%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)

YTD97
1-month95
3-month92
1-year97
3-year98
5-year99

Load adjusted returns

1-year3.67%
3-year-17.57%
5-year-0.92%
10-year6.95%