Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSPUX (JACKSON SQUARE GLOBAL GROWTH FUND IS CLASS) | NA | -40.09% | -2.02% | 2.08% | NA | NA | NA | … | … |
Data as of 10/17/2022, Common starting date is 09/20/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSPUX (JACKSON SQUARE GLOBAL GROWTH FUND IS CLASS) | 09/20/2016 | 10/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.03 | -40.09 | -2.02 | 2.08 | NA | NA | NA | … | … | -35.26 | -13.42 | 37.02 | 26.52 | -10.21 | 33.83 | -3.62 |
| Sharpe Ratio | NA | -1.30 | -0.05 | 0.07 | NA | NA | NA | … | … | -1.36 | -0.49 | 1.03 | 1.70 | -0.59 | 3.76 | -1.18 |
| Standard Deviation(%) | NA | 29.94 | 29.03 | 24.87 | NA | NA | NA | … | … | 31.86 | 27.52 | 35.45 | 14.91 | 19.69 | 8.86 | 10.43 |
| Draw Down(%) | NA | 44.95 | 44.95 | 44.95 | NA | NA | NA | … | … | 40.33 | 25.55 | 36.16 | 9.40 | 22.44 | 2.97 | 7.37 |
| Yield(%) | 2.59 | 15.01 | 9.44 | 7.76 | 4.90 | 3.27 | 2.45 | … | … | 1.63 | 14.76 | 3.47 | 2.58 | 6.10 | 2.63 | 0.00 |
Data as of 10/17/2022, 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 |
|---|---|---|---|---|
| JSPUX (JACKSON SQUARE GLOBAL GROWTH FUND IS CLASS) |
-3.52%
Sep 2019 – Sep 2022 |
1.20%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSPUX (JACKSON SQUARE GLOBAL GROWTH FUND IS CLASS) |
21.50%
Dec 2018 – Dec 2021 |
19.22%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart