Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCSCX (PERKINS SMALL CAP VALUE FUND CLASS C) | 9.35% | 25.36% | 11.70% | 3.37% | 6.27% | 7.27% | 6.05% | … | … |
Data as of 06/03/2026, Common starting date is 04/29/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCSCX (PERKINS SMALL CAP VALUE FUND CLASS C) | 04/29/2003 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.48 | 25.36 | 11.70 | 3.37 | 6.27 | 7.27 | 6.05 | … | … | 9.35 | 6.78 | 5.29 | 12.24 | -14.66 | 20.26 | -7.63 | 25.03 | -13.98 | 11.71 | 25.38 | -3.32 | 15.05 | 28.37 | 8.00 | -4.21 | 16.88 | 36.20 | -34.14 | -5.69 | 21.55 | 5.41 | 16.71 | 36.55 |
| Sharpe Ratio | NA | 1.51 | 0.47 | 0.05 | 0.22 | NA | NA | … | … | 1.47 | 0.18 | 0.09 | 0.45 | -0.67 | 1.03 | -0.20 | 1.88 | -1.11 | 1.07 | 1.71 | -0.24 | 0.36 | 2.39 | 0.61 | -0.17 | 0.99 | 1.16 | -0.81 | -0.46 | 1.16 | 0.21 | 1.07 | 3.57 |
| Standard Deviation(%) | NA | 16.13 | 19.24 | 20.27 | 21.00 | NA | NA | … | … | 16.15 | 21.42 | 18.58 | 19.12 | 24.24 | 19.65 | 40.02 | 12.56 | 13.92 | 10.35 | 14.75 | 13.88 | 42.34 | 11.84 | 13.13 | 25.66 | 16.97 | 31.03 | 43.06 | 19.16 | 15.70 | 14.69 | 14.66 | 16.15 |
| Draw Down(%) | NA | 10.38 | 26.89 | 26.89 | 40.75 | NA | NA | … | … | 10.38 | 22.61 | 10.99 | 16.17 | 21.25 | 10.63 | 40.59 | 7.85 | 21.68 | 5.11 | 9.15 | 10.99 | 21.77 | 5.46 | 10.72 | 24.15 | 14.36 | 28.53 | 48.14 | 15.38 | 11.83 | 11.06 | 10.82 | 5.30 |
| Yield(%) | 0.00 | 4.34 | 7.12 | 3.68 | 4.56 | 6.08 | 8.26 | … | … | 0.00 | 4.08 | 11.21 | 5.13 | 0.00 | 0.49 | 0.17 | 0.00 | 6.70 | 9.12 | 4.25 | 12.71 | 23.10 | 6.17 | 4.45 | 11.50 | 2.96 | 0.00 | 1.44 | 4.61 | 3.87 | 3.74 | 6.63 | 1.70 |
Data as of 06/03/2026, Common starting date is 04/29/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCSCX (PERKINS SMALL CAP VALUE FUND CLASS C) |
-17.14%
Feb 2006 – Feb 2009 |
-5.66%
Feb 2004 – Feb 2009 |
3.59%
Apr 2015 – Apr 2025 |
4.43%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCSCX (PERKINS SMALL CAP VALUE FUND CLASS C) |
25.22%
Feb 2009 – Feb 2012 |
20.65%
Feb 2009 – Feb 2014 |
14.48%
Feb 2009 – Feb 2019 |
10.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart