Jackson Square Large-Cap Growth Fund (JSPJX)
The fund invests primarily in common stocks of growth-oriented, U.S. companies that the Adviser believes have capital appreciation potential and may grow faster than the U.S. economy. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities issued by large-capitalization companies, which the Adviser defines as companies having a market capitalization, at the time of purchase, within the range of the market capitalization of companies constituting the Russell 1000 Growth Index.
Fund Info
US56167N8450
Dec 3, 1993
$1,000
Large-Cap
Growth
Expense Ratio
JSPJX has a high expense ratio of 0.96%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Jackson Square Large-Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Jackson Square Large-Cap Growth Fund had a return of 6.42% year-to-date (YTD) and 16.64% in the last 12 months.
JSPJX
6.42%
2.31%
8.92%
16.64%
13.28%
N/A
^GSPC (Benchmark)
2.24%
-1.20%
6.72%
18.21%
12.53%
11.04%
Monthly Returns
The table below presents the monthly returns of JSPJX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.03% | 6.42% | |||||||||||
| 2024 | 3.46% | 8.06% | 2.21% | -5.90% | 3.28% | 5.23% | -2.12% | 2.70% | 1.21% | -0.78% | 5.40% | -4.72% | 18.48% |
| 2023 | 9.83% | -1.19% | 5.95% | 1.95% | 3.27% | 6.65% | 2.54% | -1.06% | 0.07% | -1.07% | 11.55% | 4.72% | 51.50% |
| 2022 | -11.09% | -3.21% | 0.13% | -15.32% | -2.90% | -6.94% | 9.97% | -6.30% | -12.78% | 3.66% | 5.30% | -5.65% | -38.97% |
| 2021 | -3.41% | 4.20% | -3.46% | 83.82% | -3.65% | 7.66% | 2.03% | 1.46% | -4.00% | 5.12% | -5.58% | -30.61% | 26.81% |
| 2020 | 3.17% | -5.94% | -9.99% | 14.61% | 9.88% | 3.06% | 6.20% | 7.40% | -3.98% | -2.15% | 13.03% | -0.58% | 36.50% |
| 2019 | 7.84% | 2.17% | 1.48% | 6.01% | -5.58% | 7.37% | 1.44% | -1.34% | -0.17% | 1.36% | 2.09% | -17.08% | 3.01% |
| 2018 | 7.80% | -3.31% | -2.71% | -0.29% | 3.01% | 1.14% | 3.31% | 3.41% | 0.00% | -8.25% | 3.31% | -31.66% | -27.10% |
| 2017 | 2.81% | 3.07% | 1.13% | 2.78% | 2.01% | 1.52% | 4.33% | 1.93% | 2.32% | 1.24% | 1.36% | -9.90% | 14.74% |
| 2016 | -0.21% | -2.73% | -1.58% | -13.94% | -17.79% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JSPJX is 49, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Jackson Square Large-Cap Growth Fund (JSPJX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Jackson Square Large-Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.03 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.24% |
Monthly Dividends
The table displays the monthly dividend distributions for Jackson Square Large-Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.03 | $0.03 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Jackson Square Large-Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Jackson Square Large-Cap Growth Fund was 63.32%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current Jackson Square Large-Cap Growth Fund drawdown is 25.77%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.32% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -49.55% | Jul 26, 2018 | 417 | Mar 23, 2020 | 269 | Apr 16, 2021 | 686 |
| -17.79% | Sep 26, 2016 | 68 | Dec 30, 2016 | 172 | Sep 7, 2017 | 240 |
| -12.56% | Dec 19, 2017 | 35 | Feb 8, 2018 | 115 | Jul 25, 2018 | 150 |
| -11.84% | Apr 29, 2021 | 10 | May 12, 2021 | 28 | Jun 22, 2021 | 38 |
Volatility
Volatility Chart
The current Jackson Square Large-Cap Growth Fund volatility is 4.84%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.