Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDPNX (PERKINS MID CAP VALUE FUND CLASS N) | 10.63% | 20.15% | 14.72% | 4.32% | 7.36% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDPNX (PERKINS MID CAP VALUE FUND CLASS N) | 06/04/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 20.15 | 14.72 | 4.32 | 7.36 | NA | NA | … | … | 10.63 | 6.91 | 13.27 | 11.61 | -9.71 | 6.67 | -1.29 | 30.57 | -13.33 | 14.20 | 19.00 | -3.45 | 9.34 | 26.23 | 12.03 |
| Sharpe Ratio | NA | 1.33 | 0.81 | 0.10 | 0.31 | NA | NA | … | … | 1.74 | 0.23 | 0.74 | 0.53 | -0.52 | 0.36 | -0.04 | 2.69 | -1.09 | 1.81 | 1.41 | -0.26 | 0.93 | 2.46 | 1.81 |
| Standard Deviation(%) | NA | 13.20 | 14.99 | 17.28 | 18.53 | NA | NA | … | … | 14.32 | 17.72 | 13.11 | 15.01 | 21.50 | 18.33 | 37.46 | 10.80 | 13.54 | 7.50 | 13.29 | 13.36 | 10.05 | 10.64 | 12.15 |
| Draw Down(%) | NA | 8.67 | 19.64 | 23.85 | 40.17 | NA | NA | … | … | 8.67 | 16.97 | 8.29 | 13.65 | 16.71 | 12.55 | 40.17 | 5.37 | 20.63 | 3.77 | 9.95 | 10.42 | 7.05 | 5.64 | 7.29 |
| Yield(%) | 0.00 | 9.99 | 10.48 | 5.41 | 6.87 | 8.44 | 6.33 | … | … | 0.00 | 9.88 | 10.84 | 9.95 | 1.27 | 0.84 | 1.20 | 3.31 | 11.87 | 12.06 | 11.62 | 19.56 | 24.05 | 16.10 | 4.89 |
Data as of 06/05/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDPNX (PERKINS MID CAP VALUE FUND CLASS N) |
-4.23%
Mar 2017 – Mar 2020 |
0.75%
May 2018 – May 2023 |
4.46%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDPNX (PERKINS MID CAP VALUE FUND CLASS N) |
15.88%
May 2023 – May 2026 |
13.07%
Nov 2012 – Nov 2017 |
8.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart