Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGRRX (JAG Large Cap Growth Fund Class R) | 11.93% | 25.78% | 26.56% | 13.66% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGRRX (JAG Large Cap Growth Fund Class R) | 02/04/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.68 | 25.78 | 26.56 | 13.66 | NA | NA | NA | … | … | 11.93 | 13.61 | 37.01 | 41.08 | -30.73 | 15.67 | 32.68 |
| Sharpe Ratio | NA | 1.26 | 1.14 | 0.51 | NA | NA | NA | … | … | 1.29 | 0.45 | 1.81 | 2.28 | -1.10 | 0.72 | 0.97 |
| Standard Deviation(%) | NA | 18.36 | 20.39 | 22.03 | NA | NA | NA | … | … | 21.33 | 23.80 | 18.41 | 16.55 | 29.21 | 21.75 | 37.37 |
| Draw Down(%) | NA | 15.62 | 24.87 | 37.87 | NA | NA | NA | … | … | 14.67 | 24.87 | 12.28 | 11.66 | 33.67 | 14.01 | 30.97 |
| Yield(%) | 0.00 | 24.77 | 20.49 | 13.32 | 9.63 | 6.42 | 4.81 | … | … | 0.00 | 24.97 | 18.98 | 12.10 | 1.06 | 19.09 | 15.24 |
Data as of 06/05/2026, Common starting date is 02/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGRRX (JAG Large Cap Growth Fund Class R) |
3.64%
Sep 2020 – Sep 2023 |
10.09%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGRRX (JAG Large Cap Growth Fund Class R) |
30.04%
Sep 2022 – Sep 2025 |
17.30%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart