Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDSNX (PERKINS SMALL CAP VALUE FUND CLASS N) | 10.94% | 28.64% | 13.25% | 5.79% | 8.04% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDSNX (PERKINS SMALL CAP VALUE FUND CLASS N) | 06/04/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 28.64 | 13.25 | 5.79 | 8.04 | NA | NA | … | … | 10.94 | 5.48 | 6.38 | 13.45 | -9.75 | 22.88 | -6.58 | 26.32 | -13.03 | 12.94 | 26.56 | -2.34 | 7.65 | 29.95 | 10.90 |
| Sharpe Ratio | NA | 1.59 | 0.53 | 0.16 | 0.31 | NA | NA | … | … | 1.56 | 0.12 | 0.15 | 0.52 | -0.48 | 1.16 | -0.17 | 1.98 | -1.04 | 1.20 | 1.79 | -0.17 | 0.65 | 2.53 | 1.55 |
| Standard Deviation(%) | NA | 16.14 | 19.28 | 20.14 | 20.94 | NA | NA | … | … | 16.14 | 21.90 | 18.67 | 19.14 | 23.59 | 19.69 | 40.00 | 12.55 | 13.90 | 10.30 | 14.71 | 13.88 | 11.79 | 11.81 | 12.75 |
| Draw Down(%) | NA | 10.30 | 26.62 | 26.62 | 40.58 | NA | NA | … | … | 10.30 | 22.49 | 10.92 | 15.53 | 20.59 | 10.44 | 40.43 | 7.83 | 21.38 | 5.02 | 9.12 | 10.89 | 8.37 | 5.36 | 7.60 |
| Yield(%) | 0.00 | 4.75 | 7.46 | 5.07 | 5.84 | 7.71 | 5.78 | … | … | 0.00 | 4.46 | 11.01 | 5.98 | 4.36 | 2.33 | 1.11 | 1.48 | 6.75 | 9.31 | 4.83 | 13.31 | 23.67 | 7.34 | 6.22 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JDSNX (PERKINS SMALL CAP VALUE FUND CLASS N) |
-6.34%
Mar 2017 – Mar 2020 |
0.03%
Mar 2015 – Mar 2020 |
5.28%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDSNX (PERKINS SMALL CAP VALUE FUND CLASS N) |
15.70%
Mar 2020 – Mar 2023 |
14.86%
Nov 2012 – Nov 2017 |
9.29%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart