Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAPAX (PERKINS LARGE CAP VALUE FUND CLASS A) | NA | -48.91% | -21.61% | -10.23% | -1.56% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAPAX (PERKINS LARGE CAP VALUE FUND CLASS A) | 01/09/2009 | 04/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -64.33 | -48.91 | -21.61 | -10.23 | -1.56 | NA | NA | … | … | -59.03 | 0.80 | 26.12 | -8.71 | 14.25 | 11.88 | -3.55 | 11.01 | 26.66 | 12.95 | -0.57 | 11.95 | 24.80 |
| Sharpe Ratio | NA | -0.47 | -0.35 | -0.22 | -0.05 | NA | NA | … | … | -0.52 | 0.02 | 2.40 | -0.72 | 2.23 | 0.91 | -0.25 | 1.07 | 2.61 | 1.15 | -0.03 | 0.73 | 1.03 |
| Standard Deviation(%) | NA | 105.22 | 63.91 | 49.94 | 36.76 | NA | NA | … | … | 181.60 | 36.49 | 10.28 | 13.90 | 6.14 | 12.83 | 14.26 | 10.31 | 10.21 | 11.33 | 21.46 | 16.21 | 24.53 |
| Draw Down(%) | NA | 64.58 | 64.58 | 64.58 | 64.58 | NA | NA | … | … | 64.58 | 37.64 | 5.56 | 18.05 | 3.47 | 8.78 | 11.76 | 7.87 | 4.91 | 9.38 | 19.65 | 14.67 | 21.20 |
| Yield(%) | 0.00 | 6.51 | 7.89 | 9.05 | 8.15 | 8.24 | 6.18 | … | … | 0.00 | 5.25 | 4.57 | 14.95 | 13.48 | 9.01 | 4.84 | 7.21 | 11.66 | 3.50 | 6.03 | 2.84 | 0.75 |
Data as of 04/30/2021, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAPAX (PERKINS LARGE CAP VALUE FUND CLASS A) |
-2.51%
Mar 2017 – Mar 2020 |
0.93%
Mar 2015 – Mar 2020 |
5.78%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAPAX (PERKINS LARGE CAP VALUE FUND CLASS A) |
20.83%
Feb 2009 – Feb 2012 |
18.79%
Feb 2009 – Feb 2014 |
12.56%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart