Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLGIX (JAG LARGE CAP GROWTH FUND JAG LARGE CAP GROWTH FUND CLASS I) | 12.84% | 25.81% | 26.66% | 13.41% | 16.55% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLGIX (JAG LARGE CAP GROWTH FUND JAG LARGE CAP GROWTH FUND CLASS I) | 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 (%) | -3.24 | 25.81 | 26.66 | 13.41 | 16.55 | NA | NA | … | … | 12.84 | -11.39 | 18.39 | 28.33 | -32.00 | -3.47 | 23.98 | 21.11 | 0.43 | 35.01 | 3.55 | 6.13 | 8.98 | 31.78 | 14.25 | 0.50 |
| Sharpe Ratio | NA | 1.23 | 1.12 | 0.49 | 0.66 | NA | NA | … | … | 1.27 | -0.41 | 0.50 | 1.24 | -1.14 | -0.12 | 0.63 | 1.20 | -0.04 | 2.83 | 0.20 | 0.35 | 0.55 | 2.33 | 0.88 | 3.81 |
| Standard Deviation(%) | NA | 18.41 | 20.40 | 22.04 | 22.58 | NA | NA | … | … | 21.34 | 35.43 | 23.41 | 19.56 | 29.39 | 30.03 | 37.53 | 16.39 | 23.89 | 12.19 | 16.75 | 17.29 | 16.20 | 13.65 | 16.34 | 9.68 |
| Draw Down(%) | NA | 15.73 | 24.90 | 38.00 | 38.00 | NA | NA | … | … | 14.72 | 28.37 | 18.15 | 11.71 | 33.80 | 24.98 | 30.99 | 10.97 | 23.74 | 5.52 | 16.84 | 13.18 | 10.72 | 8.12 | 11.17 | 0.50 |
| Yield(%) | 0.00 | 25.25 | 20.84 | 13.35 | 16.09 | 17.98 | 13.49 | … | … | 0.00 | 25.57 | 19.30 | 12.25 | 1.07 | 19.15 | 15.95 | 9.84 | 12.55 | 17.80 | 6.08 | 4.54 | 7.88 | 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 |
|---|---|---|---|---|
| JLGIX (JAG LARGE CAP GROWTH FUND JAG LARGE CAP GROWTH FUND CLASS I) |
3.27%
Sep 2020 – Sep 2023 |
5.49%
Feb 2018 – Feb 2023 |
10.65%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGIX (JAG LARGE CAP GROWTH FUND JAG LARGE CAP GROWTH FUND CLASS I) |
29.58%
Sep 2022 – Sep 2025 |
22.73%
Oct 2016 – Oct 2021 |
16.92%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart