Under normal circumstances, at least 80 percent of its assets in small capitalization companies. Jacob Small is traded on NASDAQ Exchange in the United States. Maximum drawdown of 7.29% indicates contained downside risk. Currently down 3.1% on the day. It is managed by Jacob.
Performance
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Odds Of Distress
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Jacob Small Cap currently trades at $22.23, posting 3.1% down in today's market action. JACOB SMALL carries a 23% probability of financial distress over the medium term. Over the last 90 trading days, it has delivered negative risk-adjusted returns. The performance scores span the window starting December 22, 2025 and ending March 22, 2026. Learn more.
Jacob Small Cap [JSIGX] is traded in USA. The fund is listed under the Small Growth category and is part of the Jacob family. This fund currently has accumulated 8.91 M in assets under management (AUM) with a minimum initial investment of $1000 K. Jacob Small Cap is currently producing a year-to-date (YTD) return of 1.05%, while the total return for the last 3 years is 12.97%. JACOB SMALL financial stability analysis
The fund retains 98.32% of assets under management (AUM) in equities. Jacob Small Cap posted $5.0 million in Total Assets and $8.9 million in Net Assets for the reported period.
Investor Insights and Alerts
A concise alert layer for Jacob Small Cap can improve discipline because it turns scattered risk signals into a more reviewable checklist. Used correctly, this section functions as a challenge mechanism: it asks whether the thesis is still intact under the latest information set.
Jacob Small Cap generated a negative expected return over the last 90 days
Short-horizon indicators in Jacob Small Cap turn fast-changing price action into clearer risk and execution cues. Used carefully, they can improve execution without tempting investors to overtrade every small swing.
Forecasting applied to Jacob Small Cap learns from price structure, volatility patterns, and trend strength rather than commentary alone. They work best when compared with volatility and catalyst risk rather than treated as a single price target.
Performance context is typically read against category peers and stated objectives. The five-year return stands at -11.0%.
Methodology
Unless otherwise specified, data for Jacob Small Cap is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Jacob Small Cap market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: We primarily rely on public fund disclosures, holdings reports, and market data feeds, including disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR. Data is normalized for analytical consistency across reporting formats. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Research Sources
Jacob Small Cap may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.