Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAPCX (PERKINS LARGE CAP VALUE FUND CLASS C) | NA | -51.35% | -23.21% | -11.57% | -2.61% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAPCX (PERKINS LARGE CAP VALUE FUND CLASS C) | 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 (%) | -65.78 | -51.35 | -23.21 | -11.57 | -2.61 | NA | NA | … | … | -60.77 | 0.07 | 25.41 | -9.41 | 13.47 | 11.17 | -3.91 | 10.20 | 25.84 | 11.99 | -1.27 | 10.98 | 23.95 |
| Sharpe Ratio | NA | -0.47 | -0.36 | -0.24 | -0.08 | NA | NA | … | … | -0.50 | 0.00 | 2.32 | -0.77 | 2.10 | 0.85 | -0.28 | 0.99 | 2.53 | 1.07 | -0.06 | 0.67 | 1.00 |
| Standard Deviation(%) | NA | 109.30 | 66.15 | 51.67 | 37.94 | NA | NA | … | … | 188.87 | 36.49 | 10.33 | 13.92 | 6.14 | 12.86 | 14.26 | 10.28 | 10.19 | 11.23 | 21.49 | 16.23 | 24.50 |
| Draw Down(%) | NA | 66.03 | 66.03 | 66.03 | 66.03 | NA | NA | … | … | 66.03 | 37.69 | 5.61 | 18.50 | 3.51 | 8.82 | 11.63 | 7.94 | 4.84 | 9.49 | 19.92 | 14.82 | 21.30 |
| Yield(%) | 0.00 | 5.91 | 7.37 | 8.54 | 7.55 | 7.52 | 5.64 | … | … | 0.00 | 4.76 | 3.90 | 14.35 | 13.29 | 8.17 | 4.53 | 6.47 | 11.12 | 2.63 | 5.04 | 2.82 | 0.25 |
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 |
|---|---|---|---|---|
| JAPCX (PERKINS LARGE CAP VALUE FUND CLASS C) |
-3.12%
Mar 2017 – Mar 2020 |
0.35%
Mar 2015 – Mar 2020 |
5.07%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAPCX (PERKINS LARGE CAP VALUE FUND CLASS C) |
19.91%
Feb 2009 – Feb 2012 |
17.91%
Feb 2009 – Feb 2014 |
11.79%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart