Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JSPIX (JACKSON SQUARE LARGE-CAP GROWTH FUND INSTITUTIONAL CLASS) 0.00% 27.42% 33.19% 32.94% NA NA NA
Data as of 01/02/2026, Common starting date is 09/20/2016
More Performance Analytics Comparison
Name Start Date End Date
JSPIX (JACKSON SQUARE LARGE-CAP GROWTH FUND INSTITUTIONAL CLASS) 09/20/2016 01/02/2026
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
Annualized Return (%) 0.00 27.42 33.19 32.94 NA NA NA 0.00 -44.57 19.41 51.75 -38.80 57.63 36.81 26.93 -2.49 28.40 -2.91
Sharpe Ratio NA -0.56 -0.05 0.16 NA NA NA NA -0.56 0.83 2.81 -1.13 0.61 1.02 1.78 -0.18 3.03 -0.86
Standard Deviation(%) NA 84.48 50.44 59.41 NA NA NA 0.00 85.00 15.38 17.06 35.68 94.82 35.54 14.36 20.68 9.22 11.91
Draw Down(%) NA 56.52 56.52 56.52 NA NA NA 0.00 56.52 10.48 9.02 42.26 34.94 30.95 7.52 20.12 2.98 6.28
Yield(%) 0.00 70.75 44.18 41.70 27.13 18.09 13.57 0.00 70.75 2.91 0.00 0.00 77.88 7.18 23.57 23.61 13.45 13.92
Data as of 01/02/2026, Common starting date is 09/20/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JSPIX (JACKSON SQUARE LARGE-CAP GROWTH FUND INSTITUTIONAL CLASS) 0.93%
Apr 2021 – Apr 2024
25.15%
Dec 2017 – Dec 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JSPIX (JACKSON SQUARE LARGE-CAP GROWTH FUND INSTITUTIONAL CLASS) 72.63%
Dec 2018 – Dec 2021
46.27%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return