Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSCGX (JACOB SMALL CAP GROWTH FUND INVESTOR CLASS) | -24.73% | 6.01% | 9.47% | -9.26% | 7.15% | 4.36% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSCGX (JACOB SMALL CAP GROWTH FUND INVESTOR CLASS) | 02/02/2010 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.71 | 6.01 | 9.47 | -9.26 | 7.15 | 4.36 | NA | … | … | -24.73 | 43.01 | 12.89 | 18.74 | -50.37 | -15.27 | 40.61 | 20.00 | 8.26 | 20.61 | 6.34 | -13.19 | 1.13 | 37.75 | 6.04 | -13.93 | 38.91 |
| Sharpe Ratio | NA | 0.54 | 0.32 | -0.30 | 0.20 | NA | NA | … | … | -1.58 | 1.26 | 0.20 | 0.50 | -0.99 | -0.41 | 0.83 | 0.87 | 0.28 | 1.27 | 0.25 | -0.54 | 0.05 | 2.19 | 0.26 | -0.39 | 1.69 |
| Standard Deviation(%) | NA | 28.44 | 30.45 | 36.11 | 32.85 | NA | NA | … | … | 28.83 | 32.48 | 31.17 | 28.98 | 52.61 | 37.11 | 48.62 | 21.26 | 25.13 | 15.82 | 24.29 | 24.45 | 22.42 | 17.23 | 22.80 | 35.76 | 25.52 |
| Draw Down(%) | NA | 32.69 | 32.69 | 67.86 | 70.07 | NA | NA | … | … | 32.07 | 28.65 | 17.80 | 32.23 | 55.56 | 40.51 | 45.54 | 19.78 | 28.92 | 6.73 | 26.79 | 33.95 | 19.85 | 8.52 | 20.87 | 36.06 | 18.20 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.67 | 7.51 | 4.79 | 5.50 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.48 | 19.22 | 3.01 | 1.19 | 0.00 | 0.00 | 0.51 | 0.00 | 0.00 | 0.00 | 3.98 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCGX (JACOB SMALL CAP GROWTH FUND INVESTOR CLASS) |
-23.58%
Apr 2021 – Apr 2024 |
-11.14%
Mar 2021 – Mar 2026 |
0.12%
Oct 2013 – Oct 2023 |
4.18%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCGX (JACOB SMALL CAP GROWTH FUND INVESTOR CLASS) |
36.80%
Feb 2018 – Feb 2021 |
32.19%
Feb 2016 – Feb 2021 |
14.63%
Sep 2011 – Sep 2021 |
8.96%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart