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
JSPJX (JACKSON SQUARE LARGE-CAP GROWTH FUND INVESTOR CLASS) 0.00% 28.49% 33.39% 29.07% 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
JSPJX (JACKSON SQUARE LARGE-CAP GROWTH FUND INVESTOR 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 28.49 33.39 29.07 NA NA NA 0.00 -63.80 18.48 51.50 -38.97 26.81 36.50 26.71 -2.83 28.05 -2.97
Sharpe Ratio NA -0.53 -0.22 -0.04 NA NA NA NA -0.53 0.77 2.79 -1.13 0.32 1.02 1.77 -0.20 2.98 -0.88
Standard Deviation(%) NA 126.08 73.84 69.43 NA NA NA 0.00 126.85 15.51 17.09 35.72 84.74 35.44 14.32 20.61 9.25 11.86
Draw Down(%) NA 71.54 71.54 71.54 NA NA NA 0.00 71.54 10.50 8.97 42.40 39.05 30.94 7.47 20.17 2.98 6.35
Yield(%) 0.00 89.69 55.46 42.04 27.08 18.05 13.54 0.00 89.69 3.65 0.00 0.00 78.51 7.21 23.44 23.54 13.19 13.86
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
JSPJX (JACKSON SQUARE LARGE-CAP GROWTH FUND INVESTOR CLASS) 0.64%
Apr 2021 – Apr 2024
21.19%
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
JSPJX (JACKSON SQUARE LARGE-CAP GROWTH FUND INVESTOR CLASS) 63.98%
Dec 2018 – Dec 2021
41.69%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return