Jacob Mutual Funds List
Here you can find all mutual funds issued by Jacob and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Issuer is Jacob
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jacob Internet Fund | Technology Equities | Dec 12, 1999 | 2.02% | -26.49% | 9.14% | 3.35% | 2 | ||||||||
| Jacob Discovery Fund | Small Cap Growth Equities | Dec 31, 1997 | 1.75% | -12.09% | 12.22% | 0.57% | 57 | ||||||||
| Jacob Small Cap Growth Fund | Small Cap Growth Equities | Feb 1, 2010 | 1.97% | -27.46% | 7.79% | 0.00% | 9 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years