Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSMVX (JACKSON SQUARE SMID-CAP GROWTH FUND INVESTOR CLASS) | 2.43% | 4.21% | 3.81% | -3.66% | NA | NA | NA | 6.28% |
Data as of 07/25/2025, AR inception is 09/20/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMVX (JACKSON SQUARE SMID-CAP GROWTH FUND INVESTOR CLASS) | 09/20/2016 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.68 | 4.21 | 3.81 | -3.66 | NA | NA | NA | 6.28 | 2.43 | -0.06 | 13.46 | -39.48 | -29.81 | 56.28 | 30.07 | 1.78 | 19.97 | 2.10 |
| Sharpe Ratio | NA | 0.05 | 0.02 | -0.21 | NA | NA | NA | 0.17 | 0.05 | -0.37 | 0.51 | -1.09 | -0.85 | 1.62 | 1.69 | 0.02 | 1.77 | 0.59 |
| Standard Deviation(%) | NA | 23.13 | 22.20 | 25.56 | NA | NA | NA | 24.11 | 25.59 | 17.96 | 18.31 | 37.65 | 35.21 | 34.47 | 16.98 | 20.34 | 11.00 | 12.61 |
| Draw Down(%) | NA | 25.05 | 25.05 | 59.49 | NA | NA | NA | 59.49 | 22.77 | 9.98 | 20.16 | 46.01 | 43.13 | 35.70 | 13.29 | 21.72 | 3.91 | 7.93 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 5.52 | 6.68 | 4.45 | 3.34 | 8.35 | 0.00 | 0.00 | 0.00 | 0.00 | 16.44 | 8.01 | 5.35 | 12.07 | 0.67 | 0.47 |
Data as of 07/25/2025, AR inception is 09/20/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMVX (JACKSON SQUARE SMID-CAP GROWTH FUND INVESTOR CLASS) |
-18.09%
Jun 2021 - Jun 2024 |
-3.63%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMVX (JACKSON SQUARE SMID-CAP GROWTH FUND INVESTOR CLASS) |
29.64%
Dec 2017 - Dec 2020 |
22.68%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart