Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSMTX (JACKSON SQUARE SMID-CAP GROWTH FUND INSTITUTIONAL CLASS) | NA | -1.10% | 5.88% | -5.97% | NA | NA | NA | … | … |
Data as of 11/28/2025, Common starting date is 05/05/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSMTX (JACKSON SQUARE SMID-CAP GROWTH FUND INSTITUTIONAL CLASS) | 05/05/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.10 | 5.88 | -5.97 | NA | NA | NA | … | … | 6.56 | 0.22 | 13.80 | -39.36 | -29.37 | 56.82 | 30.41 | 2.09 | 20.35 | 2.95 |
| Sharpe Ratio | NA | -0.16 | 0.12 | -0.32 | NA | NA | NA | … | … | 0.19 | -0.35 | 0.53 | -1.08 | -0.84 | 1.63 | 1.71 | 0.04 | 1.80 | 0.28 |
| Standard Deviation(%) | NA | 22.68 | 20.01 | 25.47 | NA | NA | NA | … | … | 23.13 | 17.98 | 18.29 | 37.67 | 34.94 | 34.45 | 16.99 | 20.34 | 11.01 | 15.30 |
| Draw Down(%) | NA | 24.85 | 24.96 | 59.32 | NA | NA | NA | … | … | 22.69 | 9.90 | 20.01 | 45.94 | 42.80 | 35.68 | 13.26 | 21.63 | 3.90 | 11.74 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 4.60 | 6.75 | 4.50 | 3.38 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 16.24 | 7.94 | 5.38 | 12.16 | 0.67 | 0.52 |
Data as of 11/28/2025, Common starting date is 05/05/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMTX (JACKSON SQUARE SMID-CAP GROWTH FUND INSTITUTIONAL CLASS) |
-17.87%
Jun 2021 – Jun 2024 |
-4.90%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSMTX (JACKSON SQUARE SMID-CAP GROWTH FUND INSTITUTIONAL CLASS) |
30.01%
Dec 2017 – Dec 2020 |
23.02%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart