JNL/DFA US Small Cap I (F00000Z1WY)

10.35 +0.20 (+1.97%) USD  |  May 25 2022

F00000Z1WY Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 25, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
JNL/DFA US Small Cap I
--
43.64%
2.05%
-4.84%
26.75%
10.37%
-13.37%
21.80%
13.54%
28.01%
-13.89%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-16.02%
MM Russell 2000® Small Cap Index I
--
38.47%
4.94%
-4.34%
21.24%
14.61%
-11.13%
25.47%
19.86%
14.63%
-19.78%
DFA US Small Cap I
18.39%
42.21%
4.44%
-3.29%
23.53%
11.52%
-13.13%
21.75%
11.17%
30.61%
-14.47%
Vanguard Russell 2000 Index I
16.34%
38.94%
5.00%
-4.35%
21.41%
14.78%
-10.92%
25.61%
20.15%
14.82%
-19.50%
Nationwide Small Cap Index Instl Svc
16.35%
38.85%
4.89%
-4.43%
21.27%
14.33%
-11.35%
25.20%
19.76%
14.26%
-19.55%
As of May 25, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
JNL/DFA US Small Cap I
-5.39%
-8.41%
-15.51%
-8.97%
11.46%
8.30%
--
--
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10.36%
S&P 500 Total Return
-7.24%
-8.92%
-14.75%
-3.64%
13.97%
12.50%
13.90%
8.84%
8.85%
10.01%
MM Russell 2000® Small Cap Index I
-7.96%
-11.77%
-22.62%
-17.90%
7.00%
6.60%
--
--
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10.37%
DFA US Small Cap I
-5.26%
-8.79%
-15.62%
-7.54%
11.14%
7.94%
11.40%
7.85%
9.16%
10.14%
Vanguard Russell 2000 Index I
-7.82%
-11.55%
-22.37%
-17.53%
7.31%
6.83%
10.46%
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10.35%
Nationwide Small Cap Index Instl Svc
-7.80%
-11.60%
-22.47%
-17.77%
6.95%
6.43%
10.19%
6.55%
7.90%
6.96%
As of May 25, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022