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DPLGX: JACKSON SQUARE LARGE-CAP GROWTH FUND IS CLASS (MUTUAL FUND)
Basic Info 28.01 0.31(1.12%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 11/16/2005 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 2.38% |
| Expenses | 0.74% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/16/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 13.2 | 17.1 | 24.1 | 35.6 | 23.1 | 22.2 | 15.6 | 19.6 | 51.9 | -38.8 | 60.5 | 36.8 | 27.0 | -2.6 | 28.4 | -5.1 | 5.0 | 13.0 | 34.8 | 16.5 | 8.0 | 14.1 | 43.1 | -43.2 | 13.0 | 2.3 | -0.1 |
| Sharpe Ratio | NA | 0.95 | 0.63 | 0.98 | 0.7 | 0.59 | NA | 0.48 | 0.84 | 2.81 | -1.13 | 0.63 | 1.03 | 1.78 | -0.19 | 3.05 | -0.34 | 0.29 | 0.94 | 2.94 | 1.19 | 0.33 | 0.78 | 1.7 | -1.03 | 0.63 | -0.07 | -0.37 |
| Draw Down(%) | NA | 18.9 | 18.9 | 25.0 | 46.8 | 46.8 | NA | 54.6 | 10.5 | 9.0 | 42.3 | 34.6 | 31.0 | 7.5 | 20.1 | 3.0 | 13.4 | 14.6 | 7.8 | 6.9 | 11.4 | 15.8 | 14.6 | 17.8 | 53.1 | 7.4 | 14.9 | 2.7 |
| Standard Deviation(%) | NA | 26.3 | 21.9 | 21.2 | 47.7 | 36.8 | NA | 30.3 | 15.4 | 17.1 | 35.7 | 96.0 | 35.5 | 14.3 | 20.6 | 9.2 | 15.6 | 17.0 | 13.8 | 11.8 | 13.9 | 23.9 | 17.9 | 25.3 | 42.8 | 15.9 | 13.4 | 9.8 |
| Treynor Ratio | NA | 0.31 | 0.18 | 0.25 | 0.38 | 0.24 | NA | 0.15 | 0.19 | 0.59 | -0.43 | 0.77 | 0.38 | 0.39 | -0.04 | 0.27 | -0.05 | 0.05 | 0.13 | 0.36 | 0.18 | 0.09 | 0.15 | 0.46 | -0.42 | 0.11 | -0.01 | -0.05 |
| Alpha | NA | 0.04 | 0.01 | 0.01 | 0.12 | 0.05 | NA | 0.03 | 0.0 | 0.04 | -0.01 | 0.42 | -0.03 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.01 | 0.03 | -0.02 | 0.01 | 0.0 | -0.06 |
| Beta | NA | 0.81 | 0.79 | 0.85 | 0.88 | 0.91 | NA | 0.94 | 0.7 | 0.82 | 0.94 | 0.79 | 0.95 | 0.66 | 0.98 | 1.03 | 1.04 | 1.03 | 0.99 | 0.96 | 0.92 | 0.89 | 0.91 | 0.94 | 1.06 | 0.91 | 0.94 | 0.8 |
| RSquared | NA | 0.95 | 0.94 | 0.9 | 0.11 | 0.18 | NA | 0.29 | 0.86 | 0.81 | 0.95 | 0.02 | 0.93 | 0.7 | 0.98 | 0.94 | 0.96 | 0.96 | 0.96 | 0.96 | 0.94 | 0.98 | 0.95 | 0.83 | 0.86 | 0.9 | 0.82 | 0.78 |
| Yield(%) | N/A | 0.0 | 2.4 | 1.3 | 20.1 | 14.0 | 22.8 | N/A | 2.9 | 0.0 | 0.0 | 78.1 | 7.2 | 23.6 | 23.7 | 13.6 | 14.0 | 15.2 | 10.0 | 0.4 | 0.5 | 0.3 | 0.4 | 0.3 | 0.3 | 1.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -95.7 | 3.2 | N/A | N/A | N/A | N/A | N/A | -100.0 | 1344.2 | -68.4 | -27.9 | 100.3 | -18.1 | -19.4 | 57.1 | 3006.0 | -5.7 | 103.8 | -25.7 | 105.9 | -32.0 | -75.5 | 2450.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2005
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See LARGE GROWTH Asset Class Trend Rankings |
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