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Jackson Square Large-Cap Growth Instl (JSPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.72+0.05 (+0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.17%
5-year average return12.50%
Number of years up22
Number of years down7
Best 1-yr total return (17 Jun 2024)51.75%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return51.75%
Worst 3-yr total return-1.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJSPIXCategory
YTD11.15%12.38%
1-month3.29%5.09%
3-month-0.62%10.28%
1-year39.29%41.70%
3-year3.53%22.56%
5-year12.75%21.98%
10-year10.75%15.99%
Last bull market33.68%25.99%
Last bear market-23.40%-17.29%

Annual total return (%) history

Year
JSPIXCategory
2024
N/AN/A
2023
51.75%N/A
2022
-38.80%N/A
2021
7.64%N/A
2020
44.48%35.86%
2019
27.18%31.90%
2018
-3.26%-2.09%
2017
28.23%27.67%
2016
-5.18%3.23%
2015
5.17%3.60%
2014
12.69%10.00%
2013
34.19%33.92%
2012
15.99%15.34%
2011
8.00%-2.46%
2010
14.27%15.53%
2009
44.30%35.68%
2008
-43.51%-40.67%
2007
13.19%13.35%
2006
2.60%7.05%
2005
13.93%6.71%
2004
3.41%7.81%
2003
23.60%28.66%
2002
-28.81%-27.64%
2001
-24.09%-22.30%
2000
-7.35%-13.05%
1999
40.77%38.87%
1998
29.89%34.55%
1997
31.35%26.36%
1996
19.95%19.76%
1995
24.28%32.65%
1994
N/A-2.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.30%N/AN/AN/A
202314.91%12.39%1.56%15.69%
2022-13.78%-23.40%-10.09%3.07%
2021-2.73%10.92%-0.60%0.37%
2020-12.31%29.82%9.52%15.89%
201911.80%7.73%-0.00%5.59%
20181.38%3.87%6.96%-14.12%
20177.48%6.47%8.70%3.08%
2016-6.40%-1.34%7.27%-4.29%
20152.78%1.43%-7.24%8.75%
2014-0.04%5.17%0.57%6.58%
201310.05%0.05%9.81%10.98%
201215.94%-5.21%6.29%-0.70%
20115.98%1.71%-10.34%11.75%
20102.45%-11.44%14.86%9.65%
2009-0.11%15.60%12.82%10.77%
2008-11.03%-3.85%-15.00%-22.31%
20070.49%4.21%8.08%0.00%
20063.91%-6.06%-0.89%6.06%
2005-4.04%4.38%9.71%3.68%
20040.68%-3.47%-3.95%10.78%
2003-1.58%11.35%1.73%10.87%
20020.60%-18.87%-17.19%5.33%
2001-20.96%5.76%-19.69%13.06%
200015.11%-8.69%8.03%-18.41%
19994.19%4.64%-1.17%30.66%
199815.50%3.91%-14.07%25.94%
1997-0.38%18.36%13.06%-1.47%
19965.22%6.53%1.92%5.00%
19955.56%11.01%10.71%-4.20%
1994-3.74%7.01%-2.02%N/A

Rank in category (by total return)

YTD60
1-month83
3-month86
1-year8
3-year80
5-year81

Load adjusted returns

1-year39.29%
3-year3.53%
5-year12.75%
10-year10.75%