Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDPAX (PERKINS MID CAP VALUE FUND CLASS A) | 10.79% | 19.62% | 14.40% | 4.04% | 7.13% | 7.30% | 7.11% | … | … |
Data as of 06/03/2026, Common starting date is 01/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDPAX (PERKINS MID CAP VALUE FUND CLASS A) | 01/25/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 19.62 | 14.40 | 4.04 | 7.13 | 7.30 | 7.11 | … | … | 10.79 | 6.55 | 12.79 | 11.13 | -9.89 | 6.50 | -1.75 | 31.03 | -13.72 | 13.67 | 18.48 | -3.88 | 8.88 | 25.59 | 10.10 | -2.62 | 14.65 | 31.86 | -27.24 | 7.36 | 15.69 | 11.00 |
| Sharpe Ratio | NA | 1.30 | 0.78 | 0.08 | 0.30 | NA | NA | … | … | 1.70 | 0.21 | 0.70 | 0.50 | -0.53 | 0.36 | -0.05 | 2.74 | -1.12 | 1.74 | 1.37 | -0.29 | 0.88 | 2.40 | 0.83 | -0.12 | 0.88 | 1.17 | -0.76 | 0.29 | 1.26 | 0.93 |
| Standard Deviation(%) | NA | 13.18 | 14.97 | 17.23 | 18.52 | NA | NA | … | … | 14.34 | 17.69 | 13.12 | 15.03 | 21.45 | 18.18 | 37.48 | 10.78 | 13.56 | 7.52 | 13.33 | 13.34 | 10.10 | 10.65 | 12.19 | 21.87 | 16.52 | 27.11 | 37.05 | 14.38 | 9.79 | 10.18 |
| Draw Down(%) | NA | 8.68 | 19.75 | 23.93 | 40.23 | NA | NA | … | … | 8.68 | 17.08 | 8.29 | 13.67 | 16.95 | 12.33 | 40.23 | 5.38 | 20.67 | 3.82 | 10.06 | 10.56 | 7.11 | 5.69 | 11.17 | 21.64 | 14.14 | 23.99 | 44.62 | 10.05 | 8.31 | 6.38 |
| Yield(%) | 0.00 | 9.18 | 9.73 | 4.90 | 6.42 | 7.29 | 8.39 | … | … | 0.00 | 9.10 | 10.03 | 9.21 | 0.82 | 0.26 | 0.75 | 3.61 | 11.18 | 11.28 | 10.87 | 18.81 | 22.65 | 15.48 | 4.45 | 7.73 | 0.69 | 0.94 | 1.84 | 5.74 | 2.50 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDPAX (PERKINS MID CAP VALUE FUND CLASS A) |
-9.15%
Feb 2006 – Feb 2009 |
0.57%
May 2018 – May 2023 |
4.12%
Oct 2013 – Oct 2023 |
4.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDPAX (PERKINS MID CAP VALUE FUND CLASS A) |
23.08%
Feb 2009 – Feb 2012 |
19.02%
Feb 2009 – Feb 2014 |
12.68%
Feb 2009 – Feb 2019 |
9.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart