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JSPJX vs. TWCGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between JSPJX and TWCGX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.9

Performance

JSPJX vs. TWCGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Jackson Square Large-Cap Growth Fund (JSPJX) and American Century Growth Fund (TWCGX). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
8.07%
3.79%
JSPJX
TWCGX

Key characteristics

Sharpe Ratio

JSPJX:

0.95

TWCGX:

0.73

Sortino Ratio

JSPJX:

1.38

TWCGX:

1.05

Omega Ratio

JSPJX:

1.18

TWCGX:

1.15

Calmar Ratio

JSPJX:

0.40

TWCGX:

0.89

Martin Ratio

JSPJX:

4.63

TWCGX:

2.75

Ulcer Index

JSPJX:

3.24%

TWCGX:

4.93%

Daily Std Dev

JSPJX:

15.79%

TWCGX:

18.66%

Max Drawdown

JSPJX:

-63.32%

TWCGX:

-58.57%

Current Drawdown

JSPJX:

-25.48%

TWCGX:

-6.24%

Returns By Period

In the year-to-date period, JSPJX achieves a 6.83% return, which is significantly higher than TWCGX's 3.45% return.


JSPJX

YTD

6.83%

1M

4.07%

6M

8.47%

1Y

15.84%

5Y*

12.99%

10Y*

N/A

TWCGX

YTD

3.45%

1M

1.97%

6M

4.33%

1Y

14.14%

5Y*

9.25%

10Y*

7.36%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


JSPJX vs. TWCGX - Expense Ratio Comparison

JSPJX has a 0.96% expense ratio, which is higher than TWCGX's 0.94% expense ratio.


JSPJX
Jackson Square Large-Cap Growth Fund
Expense ratio chart for JSPJX: current value at 0.96% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.96%
Expense ratio chart for TWCGX: current value at 0.94% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.94%

Risk-Adjusted Performance

JSPJX vs. TWCGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JSPJX
The Risk-Adjusted Performance Rank of JSPJX is 4343
Overall Rank
The Sharpe Ratio Rank of JSPJX is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of JSPJX is 4444
Sortino Ratio Rank
The Omega Ratio Rank of JSPJX is 4444
Omega Ratio Rank
The Calmar Ratio Rank of JSPJX is 2828
Calmar Ratio Rank
The Martin Ratio Rank of JSPJX is 5858
Martin Ratio Rank

TWCGX
The Risk-Adjusted Performance Rank of TWCGX is 3838
Overall Rank
The Sharpe Ratio Rank of TWCGX is 3030
Sharpe Ratio Rank
The Sortino Ratio Rank of TWCGX is 3030
Sortino Ratio Rank
The Omega Ratio Rank of TWCGX is 3232
Omega Ratio Rank
The Calmar Ratio Rank of TWCGX is 5858
Calmar Ratio Rank
The Martin Ratio Rank of TWCGX is 3838
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

JSPJX vs. TWCGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Jackson Square Large-Cap Growth Fund (JSPJX) and American Century Growth Fund (TWCGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for JSPJX, currently valued at 0.95, compared to the broader market-1.000.001.002.003.004.000.950.73
The chart of Sortino ratio for JSPJX, currently valued at 1.38, compared to the broader market0.002.004.006.008.0010.0012.001.381.05
The chart of Omega ratio for JSPJX, currently valued at 1.18, compared to the broader market1.002.003.004.001.181.15
The chart of Calmar ratio for JSPJX, currently valued at 0.40, compared to the broader market0.005.0010.0015.0020.000.400.89
The chart of Martin ratio for JSPJX, currently valued at 4.63, compared to the broader market0.0020.0040.0060.0080.004.632.75
JSPJX
TWCGX

The current JSPJX Sharpe Ratio is 0.95, which is higher than the TWCGX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of JSPJX and TWCGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00SeptemberOctoberNovemberDecember2025February
0.95
0.73
JSPJX
TWCGX

Dividends

JSPJX vs. TWCGX - Dividend Comparison

Neither JSPJX nor TWCGX has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
JSPJX
Jackson Square Large-Cap Growth Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.07%0.00%0.00%0.24%0.00%0.00%
TWCGX
American Century Growth Fund
0.00%0.00%0.00%0.00%0.00%0.11%0.26%0.58%0.17%0.62%0.36%0.34%

Drawdowns

JSPJX vs. TWCGX - Drawdown Comparison

The maximum JSPJX drawdown since its inception was -63.32%, which is greater than TWCGX's maximum drawdown of -58.57%. Use the drawdown chart below to compare losses from any high point for JSPJX and TWCGX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-25.48%
-6.24%
JSPJX
TWCGX

Volatility

JSPJX vs. TWCGX - Volatility Comparison

The current volatility for Jackson Square Large-Cap Growth Fund (JSPJX) is 5.04%, while American Century Growth Fund (TWCGX) has a volatility of 5.38%. This indicates that JSPJX experiences smaller price fluctuations and is considered to be less risky than TWCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


3.00%4.00%5.00%6.00%7.00%8.00%9.00%SeptemberOctoberNovemberDecember2025February
5.04%
5.38%
JSPJX
TWCGX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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