Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DCGTX (JACKSON SQUARE SMID-CAP GROWTH FUND IS CLASS) | NA | -0.99% | 5.99% | -5.87% | 6.25% | 8.92% | 8.03% | … | … |
Data as of 11/28/2025, Common starting date is 01/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DCGTX (JACKSON SQUARE SMID-CAP GROWTH FUND IS CLASS) | 01/23/2004 | 11/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.99 | 5.99 | -5.87 | 6.25 | 8.92 | 8.03 | … | … | 6.69 | 0.27 | 13.88 | -39.25 | -29.28 | 56.90 | 30.50 | 2.06 | 20.40 | 7.99 | 7.35 | 3.18 | 40.42 | 10.65 | 7.32 | 42.71 | 55.76 | -36.53 | -0.73 | 0.52 | 2.24 | 4.10 |
| Sharpe Ratio | NA | -0.16 | 0.13 | -0.32 | 0.20 | NA | NA | … | … | 0.19 | -0.35 | 0.53 | -1.08 | -0.84 | 1.64 | 1.71 | 0.04 | 1.81 | 0.45 | 0.49 | 0.24 | 3.16 | 0.71 | 0.26 | 2.14 | 1.84 | -0.83 | -0.19 | -0.18 | 0.00 | 0.18 |
| Standard Deviation(%) | NA | 22.72 | 20.02 | 25.48 | 23.53 | NA | NA | … | … | 23.17 | 18.00 | 18.29 | 37.66 | 34.92 | 34.43 | 17.01 | 20.35 | 11.00 | 17.23 | 15.06 | 13.18 | 12.79 | 14.97 | 27.63 | 19.88 | 30.30 | 44.95 | 20.16 | 15.56 | 15.20 | 19.41 |
| Draw Down(%) | NA | 24.86 | 24.98 | 59.22 | 59.22 | NA | NA | … | … | 22.72 | 9.85 | 19.94 | 45.85 | 42.72 | 35.68 | 13.23 | 21.73 | 3.94 | 13.68 | 11.50 | 10.08 | 4.89 | 14.35 | 23.14 | 11.91 | 24.84 | 50.63 | 18.70 | 15.93 | 13.31 | 22.31 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.59 | 7.40 | 10.14 | 9.90 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 16.23 | 7.94 | 5.40 | 12.21 | 0.67 | 6.56 | 6.32 | 22.77 | 0.07 | 1.53 | 0.08 | 1.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/28/2025, Common starting date is 01/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCGTX (JACKSON SQUARE SMID-CAP GROWTH FUND IS CLASS) |
-20.13%
Feb 2006 – Feb 2009 |
-10.25%
Feb 2004 – Feb 2009 |
4.69%
May 2015 – May 2025 |
7.89%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DCGTX (JACKSON SQUARE SMID-CAP GROWTH FUND IS CLASS) |
48.18%
Feb 2009 – Feb 2012 |
33.93%
Feb 2009 – Feb 2014 |
23.03%
Feb 2009 – Feb 2019 |
15.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart