Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAPIX (PERKINS LARGE CAP VALUE FUND CLASS I) | NA | -49.41% | -21.74% | -10.22% | -1.40% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAPIX (PERKINS LARGE CAP VALUE FUND CLASS I) | 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 (%) | -64.76 | -49.41 | -21.74 | -10.22 | -1.40 | NA | NA | … | … | -59.49 | 1.05 | 26.48 | -8.54 | 14.57 | 12.23 | -3.40 | 11.19 | 27.21 | 13.33 | -0.20 | 12.19 | 25.14 |
| Sharpe Ratio | NA | -0.46 | -0.35 | -0.22 | -0.05 | NA | NA | … | … | -0.51 | 0.02 | 2.45 | -0.72 | 2.25 | 0.93 | -0.24 | 1.09 | 2.66 | 1.18 | -0.01 | 0.74 | 1.05 |
| Standard Deviation(%) | NA | 106.41 | 64.55 | 50.44 | 37.10 | NA | NA | … | … | 183.73 | 36.45 | 10.21 | 13.90 | 6.23 | 12.85 | 14.27 | 10.28 | 10.22 | 11.37 | 21.37 | 16.26 | 24.57 |
| Draw Down(%) | NA | 64.98 | 64.98 | 64.98 | 64.98 | NA | NA | … | … | 64.98 | 37.60 | 5.52 | 18.06 | 3.41 | 8.67 | 11.72 | 7.83 | 4.79 | 9.33 | 19.51 | 14.65 | 21.20 |
| Yield(%) | 0.00 | 6.84 | 8.11 | 9.35 | 8.47 | 8.61 | 6.45 | … | … | 0.00 | 5.53 | 4.86 | 15.14 | 14.25 | 9.21 | 5.07 | 7.38 | 12.23 | 3.77 | 6.27 | 3.63 | 0.97 |
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 |
|---|---|---|---|---|
| JAPIX (PERKINS LARGE CAP VALUE FUND CLASS I) |
-2.27%
Mar 2017 – Mar 2020 |
1.19%
Mar 2015 – Mar 2020 |
6.07%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAPIX (PERKINS LARGE CAP VALUE FUND CLASS I) |
21.17%
Feb 2009 – Feb 2012 |
19.17%
Feb 2009 – Feb 2014 |
12.86%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart