Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLGAX (JAG LARGE CAP GROWTH FUND JAG LARGE CAP GROWTH FUND CLASS A) | 12.79% | 25.55% | 26.35% | 13.14% | 16.26% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLGAX (JAG LARGE CAP GROWTH FUND JAG LARGE CAP GROWTH FUND CLASS A) | 12/23/2011 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.20 | 25.55 | 26.35 | 13.14 | 16.26 | NA | NA | … | … | 12.79 | 12.94 | 36.18 | 40.21 | -31.16 | 14.97 | 40.16 | 20.83 | 0.23 | 34.57 | 3.32 | 5.84 | 8.75 | 31.52 | 13.95 | 0.50 |
| Sharpe Ratio | NA | 1.22 | 1.10 | 0.48 | 0.65 | NA | NA | … | … | 1.26 | 0.42 | 1.76 | 2.23 | -1.12 | 0.68 | 1.11 | 1.18 | -0.05 | 2.79 | 0.19 | 0.34 | 0.54 | 2.30 | 0.86 | 3.81 |
| Standard Deviation(%) | NA | 18.37 | 20.40 | 22.05 | 22.58 | NA | NA | … | … | 21.30 | 23.82 | 18.46 | 16.55 | 29.20 | 21.83 | 35.81 | 16.39 | 23.86 | 12.20 | 16.72 | 17.28 | 16.21 | 13.67 | 16.28 | 9.68 |
| Draw Down(%) | NA | 15.78 | 24.93 | 38.13 | 38.13 | NA | NA | … | … | 14.72 | 24.93 | 12.36 | 11.75 | 33.91 | 14.09 | 30.99 | 11.04 | 23.75 | 5.56 | 16.89 | 13.24 | 10.71 | 8.07 | 11.18 | 0.50 |
| Yield(%) | 0.00 | 27.07 | 21.90 | 13.85 | 16.27 | 17.98 | 13.49 | … | … | 0.00 | 27.38 | 20.44 | 12.86 | 1.12 | 19.85 | 16.42 | 10.09 | 12.78 | 18.04 | 6.14 | 4.58 | 7.91 | 1.31 | 0.12 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGAX (JAG LARGE CAP GROWTH FUND JAG LARGE CAP GROWTH FUND CLASS A) |
3.01%
Sep 2020 – Sep 2023 |
5.23%
Feb 2018 – Feb 2023 |
10.36%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGAX (JAG LARGE CAP GROWTH FUND JAG LARGE CAP GROWTH FUND CLASS A) |
29.28%
Sep 2022 – Sep 2025 |
22.42%
Oct 2016 – Oct 2021 |
16.62%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart