Jacob Small Financials
| JSCGX Fund | USD 20.71 0.27 1.32% |
Jacob |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Jacob Small Fund Summary
Jacob Small competes with Jacob Micro, Jacob Internet, Oberweis Small-cap, and Needham Small. Under normal circumstances, at least 80 percent of its assets in small capitalization companies. Small capitalization companies are defined as those companies with market capitalizations within the capitalization range of the Russell 2000 Growth Index at the time of purchase. The Adviser manages the funds portfolio in an aggressive growth style. It will not invest more than 25 percent of the funds net assets directly in foreign companies.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Jacob Internet |
| Mutual Fund Family | Jacob |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 888 522 6239 |
| Currency | USD - US Dollar |
Jacob Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jacob Small's current stock value. Our valuation model uses many indicators to compare Jacob Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jacob Small competition to find correlations between indicators driving Jacob Small's intrinsic value. More Info.Jacob Small Cap is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.04 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Jacob Small Cap is roughly 22.32 . 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 Jacob Small's earnings, one of the primary drivers of an investment's value.Jacob Small Cap Systematic Risk
Jacob Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jacob Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Jacob Small Cap correlated with the market. If Beta is less than 0 Jacob Small generally moves in the opposite direction as compared to the market. If Jacob Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jacob Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jacob Small is generally in the same direction as the market. If Beta > 1 Jacob Small moves generally in the same direction as, but more than the movement of the benchmark.
Jacob Small March 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jacob Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jacob Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jacob Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Jacob Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Jacob Small's daily price indicators and compare them against related drivers.
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 9.44 | |||
| Value At Risk | (4.01) | |||
| Potential Upside | 3.13 |
Other Information on Investing in Jacob Mutual Fund
Jacob Small financial ratios help investors to determine whether Jacob 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 Jacob with respect to the benefits of owning Jacob Small security.
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