Jackson Square Financial Statements From 2010 to 2024
| JSMTX Fund | USD 19.96 0.07 0.35% |
Check Jackson Square financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Jackson Square's main balance sheet or income statement drivers, such as , as well as many indicators such as . JACKSON financial statements analysis is a perfect complement when working with Jackson Square Valuation or Volatility modules.
JACKSON |
Jackson Square Smid Cap Mutual Fund One Year Return Analysis
Jackson Square's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Jackson Square One Year Return | 21.84 % |
Most of Jackson Square's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Jackson Square Smid Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Jackson Square Smid Cap has an One Year Return of 21.837%. This is much higher than that of the Jackson Square family and significantly higher than that of the Mid-Cap Growth category. The one year return for all United States funds is notably lower than that of the firm.
Jackson Square Smid Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jackson Square's current stock value. Our valuation model uses many indicators to compare Jackson Square value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jackson Square competition to find correlations between indicators driving Jackson Square's intrinsic value. More Info.Jackson Square Smid Cap is currently considered the top fund in year to date return among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 2.74 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Jackson Square's earnings, one of the primary drivers of an investment's value.About Jackson Square Financial Statements
Jackson Square investors use historical fundamental indicators, such as Jackson Square's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Jackson Square. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in securities issued by small-and mid-capitalization companies. The Adviser defines small-and mid-capitalization companies as companies, at the time of purchase, within the range of the capitalization of companies constituting the Russell 2500 Growth Index. It is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in JACKSON Mutual Fund
Jackson Square financial ratios help investors to determine whether JACKSON Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in JACKSON with respect to the benefits of owning Jackson Square security.
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