Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSIGX (JACOB SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) | -27.17% | 4.35% | 8.52% | -9.55% | 7.24% | 5.44% | 5.38% | … | … |
Data as of 06/03/2026, Common starting date is 04/14/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSIGX (JACOB SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) | 04/14/1997 | 06/03/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.58 | 4.35 | 8.52 | -9.55 | 7.24 | 5.44 | 5.38 | … | … | -27.17 | 43.32 | 13.18 | 19.06 | -50.20 | -14.62 | 41.47 | 20.34 | 8.52 | 20.96 | 6.66 | -12.98 | 1.39 | 39.09 | 3.13 | -0.84 | 27.20 | 45.40 | -54.36 | 31.98 | 15.27 | 3.66 | 5.57 | 32.66 | -31.08 | -8.82 | 0.13 | 35.98 | 13.57 | 37.94 |
| Sharpe Ratio | NA | 0.55 | 0.33 | -0.29 | 0.21 | NA | NA | … | … | -1.58 | 1.27 | 0.21 | 0.52 | -0.98 | -0.40 | 0.85 | 0.89 | 0.29 | 1.29 | 0.26 | -0.53 | 0.06 | 1.64 | 0.16 | -0.03 | 1.01 | 1.43 | -1.32 | 1.43 | 0.65 | 0.09 | 0.25 | 1.76 | -1.31 | -0.48 | -0.14 | 1.73 | 0.40 | 2.74 |
| Standard Deviation(%) | NA | 28.47 | 30.46 | 36.12 | 32.86 | NA | NA | … | … | 28.87 | 32.51 | 31.14 | 29.00 | 52.62 | 36.92 | 48.54 | 21.24 | 25.14 | 15.89 | 24.46 | 24.43 | 22.43 | 23.77 | 19.59 | 34.10 | 26.73 | 31.61 | 41.67 | 20.29 | 18.46 | 16.05 | 18.59 | 18.18 | 24.58 | 23.72 | 28.97 | 18.95 | 25.47 | 19.20 |
| Draw Down(%) | NA | 32.66 | 32.66 | 67.67 | 69.84 | NA | NA | … | … | 32.04 | 28.59 | 17.78 | 32.13 | 55.45 | 40.11 | 45.54 | 19.72 | 28.87 | 6.70 | 26.82 | 33.89 | 19.72 | 8.89 | 17.84 | 31.11 | 20.41 | 21.47 | 61.05 | 11.77 | 19.46 | 12.66 | 21.58 | 10.90 | 37.25 | 23.58 | 21.17 | 12.49 | 37.83 | 15.52 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.61 | 7.55 | 5.56 | 5.38 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.09 | 18.85 | 2.96 | 1.18 | 0.00 | 0.00 | 0.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.21 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/14/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIGX (JACOB SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
-23.35%
Apr 2021 – Apr 2024 |
-10.89%
Mar 2021 – Mar 2026 |
-2.63%
Aug 2000 – Aug 2010 |
1.72%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIGX (JACOB SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
37.18%
Feb 2018 – Feb 2021 |
32.60%
Feb 2016 – Feb 2021 |
15.69%
Sep 2011 – Sep 2021 |
11.34%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart