Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDPRX (PERKINS MID CAP VALUE FUND CLASS R) | 11.35% | 20.37% | 14.24% | 3.70% | 6.68% | 7.00% | 6.72% | … | … |
Data as of 06/04/2026, Common starting date is 01/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDPRX (PERKINS MID CAP VALUE FUND CLASS R) | 01/25/2005 | 06/04/2026 |
| 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 (%) | 0.78 | 20.37 | 14.24 | 3.70 | 6.68 | 7.00 | 6.72 | … | … | 11.35 | 6.14 | 12.42 | 10.78 | -10.34 | 5.99 | -2.03 | 29.52 | -13.96 | 13.34 | 18.10 | -4.20 | 8.52 | 25.27 | 9.75 | -2.92 | 14.24 | 31.09 | -27.49 | 6.81 | 15.15 | 11.21 |
| Sharpe Ratio | NA | 1.26 | 0.75 | 0.06 | 0.27 | NA | NA | … | … | 1.67 | 0.18 | 0.67 | 0.48 | -0.55 | 0.33 | -0.06 | 2.60 | -1.13 | 1.70 | 1.34 | -0.32 | 0.84 | 2.37 | 0.80 | -0.13 | 0.86 | 1.14 | -0.77 | 0.26 | 1.21 | 0.97 |
| Standard Deviation(%) | NA | 13.20 | 15.02 | 17.29 | 18.55 | NA | NA | … | … | 14.29 | 17.72 | 13.19 | 15.06 | 21.51 | 18.31 | 37.47 | 10.77 | 13.58 | 7.49 | 13.37 | 13.38 | 10.07 | 10.67 | 12.24 | 21.90 | 16.50 | 27.15 | 37.02 | 14.40 | 9.74 | 10.02 |
| Draw Down(%) | NA | 8.75 | 19.87 | 24.35 | 40.25 | NA | NA | … | … | 8.75 | 17.15 | 8.29 | 13.71 | 17.12 | 12.55 | 40.25 | 5.34 | 20.81 | 3.81 | 10.09 | 10.66 | 7.11 | 5.72 | 11.24 | 21.70 | 14.21 | 24.17 | 44.69 | 10.13 | 8.38 | 6.45 |
| Yield(%) | 0.00 | 9.08 | 9.55 | 4.68 | 6.09 | 7.14 | 8.08 | … | … | 0.00 | 8.96 | 9.83 | 9.04 | 0.50 | 0.00 | 0.45 | 2.32 | 11.03 | 11.35 | 10.69 | 18.66 | 22.60 | 15.12 | 4.33 | 7.46 | 0.43 | 0.54 | 1.89 | 5.41 | 2.16 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JDPRX (PERKINS MID CAP VALUE FUND CLASS R) |
-9.59%
Feb 2006 – Feb 2009 |
0.03%
May 2018 – May 2023 |
3.68%
Oct 2013 – Oct 2023 |
4.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDPRX (PERKINS MID CAP VALUE FUND CLASS R) |
22.63%
Feb 2009 – Feb 2012 |
18.61%
Feb 2009 – Feb 2014 |
12.29%
Feb 2009 – Feb 2019 |
9.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart