Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMIGX (JACOB MICRO CAP GROWTH FUND INSTITUTIONAL CLASS) | -6.15% | 35.56% | 9.50% | -5.98% | 12.43% | 9.41% | 8.04% | … | … |
Data as of 06/05/2026, Common starting date is 01/02/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMIGX (JACOB MICRO CAP GROWTH FUND INSTITUTIONAL CLASS) | 01/02/1998 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.13 | 35.56 | 9.50 | -5.98 | 12.43 | 9.41 | 8.04 | … | … | -6.15 | 33.45 | 10.64 | 4.38 | -41.64 | 14.60 | 74.01 | 42.89 | 10.52 | 28.91 | -10.38 | -8.69 | 2.01 | 37.44 | 3.23 | -3.23 | 35.65 | 35.75 | -51.77 | 27.19 | 19.13 | -0.51 | 9.17 | 62.35 | -39.76 | 4.70 | -10.16 | 57.08 | 32.80 |
| Sharpe Ratio | NA | 1.99 | 0.41 | -0.24 | 0.45 | NA | NA | … | … | 0.11 | 1.09 | 0.31 | 0.04 | -1.22 | 0.50 | 1.85 | 2.24 | 0.46 | 1.75 | -0.50 | -0.44 | 0.05 | 2.16 | 0.17 | -0.09 | 1.39 | 1.13 | -1.37 | 1.25 | 0.93 | -0.19 | 0.44 | 3.29 | -1.88 | 0.10 | -0.43 | 2.37 | 1.55 |
| Standard Deviation(%) | NA | 25.46 | 24.73 | 27.05 | 26.33 | NA | NA | … | … | 25.60 | 28.72 | 22.97 | 20.47 | 35.52 | 28.95 | 39.69 | 18.52 | 19.79 | 16.22 | 21.00 | 19.82 | 41.47 | 17.29 | 19.21 | 34.74 | 25.66 | 31.49 | 38.30 | 19.26 | 17.04 | 14.98 | 18.63 | 18.73 | 21.79 | 22.83 | 33.07 | 22.62 | 19.01 |
| Draw Down(%) | NA | 17.70 | 29.40 | 59.40 | 61.66 | NA | NA | … | … | 17.63 | 29.40 | 14.15 | 28.66 | 47.66 | 23.71 | 42.44 | 12.70 | 25.48 | 11.42 | 20.51 | 27.41 | 30.93 | 8.39 | 20.02 | 34.98 | 20.78 | 25.86 | 60.51 | 12.51 | 20.08 | 13.92 | 25.19 | 11.11 | 42.57 | 29.73 | 31.76 | 20.89 | 30.62 |
| Yield(%) | 0.00 | 1.44 | 0.46 | 0.54 | 3.11 | 5.33 | 5.14 | … | … | 0.00 | 1.31 | 0.00 | 0.00 | 0.00 | 2.58 | 10.38 | 0.00 | 0.00 | 0.00 | 0.00 | 19.71 | 18.99 | 24.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 19.22 | 19.53 | 0.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/02/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMIGX (JACOB MICRO CAP GROWTH FUND INSTITUTIONAL CLASS) |
-22.85%
Feb 2000 – Feb 2003 |
-8.39%
Feb 2004 – Feb 2009 |
-3.11%
Aug 2000 – Aug 2010 |
1.49%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMIGX (JACOB MICRO CAP GROWTH FUND INSTITUTIONAL CLASS) |
56.31%
Mar 2018 – Mar 2021 |
37.04%
Feb 2016 – Feb 2021 |
20.10%
Sep 2011 – Sep 2021 |
13.46%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart