Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLGAX (JAG LARGE CAP GROWTH FUND JAG LARGE CAP GROWTH FUND CLASS A) | 5.09% | 15.02% | 24.82% | 14.15% | 13.97% | NA | NA | 15.48% |
Data as of 07/07/2025, AR inception is 12/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLGAX (JAG LARGE CAP GROWTH FUND JAG LARGE CAP GROWTH FUND CLASS A) | 12/23/2011 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.76 | 15.02 | 24.82 | 14.15 | 13.97 | NA | NA | 15.48 | 5.09 | 16.99 | 27.35 | -32.23 | -4.47 | 23.19 | 20.83 | 0.23 | 34.57 | 3.32 | 5.84 | 8.75 | 31.52 | 13.95 | 0.50 |
| Sharpe Ratio | NA | 0.53 | 1.07 | 0.54 | 0.56 | NA | NA | 0.66 | 0.27 | 0.43 | 1.17 | -1.15 | -0.15 | 0.61 | 1.19 | -0.05 | 2.80 | 0.19 | 0.34 | 0.54 | 2.30 | 0.86 | 3.81 |
| Standard Deviation(%) | NA | 25.50 | 21.39 | 23.17 | 22.70 | NA | NA | 20.99 | 29.69 | 24.20 | 19.85 | 29.39 | 30.60 | 37.67 | 16.39 | 23.86 | 12.20 | 16.72 | 17.28 | 16.21 | 13.67 | 16.28 | 9.68 |
| Draw Down(%) | NA | 24.93 | 24.93 | 38.13 | 38.13 | NA | NA | 38.13 | 24.93 | 18.96 | 11.75 | 33.91 | 25.62 | 30.99 | 11.04 | 23.75 | 5.56 | 16.89 | 13.24 | 10.71 | 8.07 | 11.18 | 0.50 |
| Yield(%) | 0.00 | 16.12 | 12.71 | 12.65 | 12.52 | 14.35 | 10.76 | 16.56 | 0.00 | 20.44 | 12.86 | 1.12 | 19.85 | 16.42 | 10.09 | 12.78 | 18.04 | 6.14 | 4.58 | 7.91 | 1.31 | 0.12 | 0.00 |
Data as of 07/07/2025, AR inception is 12/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGAX (JAG LARGE CAP GROWTH FUND JAG LARGE CAP GROWTH FUND CLASS A) |
3.01%
Sep 2020 - Sep 2023 |
5.23%
Feb 2018 - Feb 2023 |
10.36%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGAX (JAG LARGE CAP GROWTH FUND JAG LARGE CAP GROWTH FUND CLASS A) |
26.61%
Jun 2022 - Jun 2025 |
22.42%
Oct 2016 - Oct 2021 |
14.63%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart