Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JDPNX (PERKINS MID CAP VALUE FUND CLASS N) | 3.26% | -1.05% | 3.71% | 5.40% | 4.52% | NA | NA | 6.98% |
Data as of 07/11/2025, AR inception is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDPNX (PERKINS MID CAP VALUE FUND CLASS N) | 06/04/2012 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | -1.05 | 3.71 | 5.40 | 4.52 | NA | NA | 6.98 | 3.26 | 3.94 | 2.59 | -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 | -0.07 | 0.02 | 0.17 | 0.17 | NA | NA | 0.34 | 0.20 | -0.16 | -0.10 | -0.52 | 0.36 | -0.04 | 2.70 | -1.09 | 1.82 | 1.41 | -0.26 | 0.93 | 2.46 | 1.81 |
| Standard Deviation(%) | NA | 20.82 | 18.44 | 18.69 | 19.08 | NA | NA | 17.48 | 21.69 | 16.20 | 16.96 | 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 | 26.26 | 26.26 | 26.26 | 40.17 | NA | NA | 40.17 | 16.97 | 15.84 | 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 | 0.97 | 1.30 | 1.39 | 5.50 | 7.03 | 5.27 | 8.11 | 0.00 | 1.06 | 1.42 | 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 07/11/2025, AR inception 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 |
0.27%
Dec 2019 - Dec 2024 |
3.61%
Apr 2015 - Apr 2025 |
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) |
13.37%
Jul 2012 - Jul 2015 |
13.07%
Nov 2012 - Nov 2017 |
8.18%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart