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Jacob Small Cap Growth Institutional (JSIGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.77+0.08 (+0.45%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.14%
5-year average return-1.63%
Number of years up8
Number of years down3
Best 1-yr total return (1 Jul 2024)62.18%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return62.18%
Worst 3-yr total return-16.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSIGXCategory
YTD-3.20%12.40%
1-month7.40%3.37%
3-month-6.30%4.88%
1-year10.62%55.69%
3-year-20.63%19.34%
5-year0.21%20.72%
10-year3.60%13.98%
Last bull market47.83%27.85%
Last bear market-38.97%-24.06%

Annual total return (%) history

Year
JSIGXCategory
2024
N/AN/A
2023
19.06%N/A
2022
-50.20%N/A
2021
-0.58%N/A
2020
62.18%38.62%
2019
20.34%27.68%
2018
8.52%-5.76%
2017
20.96%21.50%
2016
6.66%11.20%
2015
-12.98%-2.41%
2014
1.39%2.44%
2013
38.27%40.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.52%N/AN/AN/A
20234.00%6.19%-17.03%29.95%
2022-21.01%-38.97%6.78%-3.26%
202122.72%-2.06%-9.99%-8.10%
2020-31.84%44.13%16.23%42.05%
201916.22%1.02%-12.12%16.64%
20183.50%13.91%14.54%-19.63%
20170.29%5.65%5.84%7.87%
2016-14.05%4.76%21.17%-2.24%
201515.31%0.92%-28.13%4.05%
20144.39%0.21%-6.40%3.55%
20139.10%6.99%17.63%0.70%

Rank in category (by total return)

YTD95
1-month9
3-month96
1-year88
3-year99
5-year99

Load adjusted returns

1-year10.62%
3-year-20.63%
5-year0.21%
10-year3.60%