Jackson Square Smid Cap Fund Manager Performance Evaluation
| DCGTX Fund | USD 19.97 0.15 0.76% |
The fund retains a Market Volatility (i.e., Beta) of 0.29, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Jackson Square's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jackson Square is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Jackson Square Smid Cap are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Jackson Square may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.8700 |
Jackson |
Jackson Square Relative Risk vs. Return Landscape
If you would invest 1,822 in Jackson Square Smid Cap on September 14, 2024 and sell it today you would earn a total of 175.00 from holding Jackson Square Smid Cap or generate 9.6% return on investment over 90 days. Jackson Square Smid Cap is currently producing 0.1523% returns and takes up 1.164% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Jackson, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Jackson Square Current Valuation
Fairly Valued
Today
Please note that Jackson Square's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Jackson Square Smid retains a regular Real Value of $19.77 per share. The prevalent price of the fund is $19.97. We determine the value of Jackson Square Smid from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Jackson Square is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Jackson Mutual Fund. However, Jackson Square's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 19.97 | Real 19.77 | Hype 19.97 | Naive 19.81 |
The intrinsic value of Jackson Square's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Jackson Square's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Jackson Square Smid Cap helps investors to forecast how Jackson mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Jackson Square more accurately as focusing exclusively on Jackson Square's fundamentals will not take into account other important factors: Jackson Square Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jackson Square's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Jackson Square Smid Cap, and traders can use it to determine the average amount a Jackson Square's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1308
| Best Portfolio | Best Equity | |||
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| Small Returns | DCGTX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Jackson Square is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Jackson Square by adding it to a well-diversified portfolio.
Jackson Square Fundamentals Growth
Jackson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Jackson Square, and Jackson Square fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Jackson Mutual Fund performance.
| Price To Earning | 29.39 X | ||||
| Price To Book | 3.16 X | ||||
| Price To Sales | 2.22 X | ||||
| Total Asset | 1.71 B | ||||
About Jackson Square Performance
Evaluating Jackson Square's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Jackson Square has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Jackson Square has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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.Things to note about Jackson Square Smid performance evaluation
Checking the ongoing alerts about Jackson Square for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Jackson Square Smid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Piper Sandler Downgrades nCino - MSN | |
| The fund generated three year return of -10.0% | |
| Jackson Square Smid retains 97.53% of its assets under management (AUM) in equities |
- Analyzing Jackson Square's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Jackson Square's stock is overvalued or undervalued compared to its peers.
- Examining Jackson Square's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Jackson Square's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jackson Square's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Jackson Square's mutual fund. These opinions can provide insight into Jackson Square's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |