Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDSRX (PERKINS SMALL CAP VALUE FUND CLASS R) | 9.49% | 25.71% | 12.03% | 3.73% | 6.64% | 7.09% | 6.00% | … | … |
Data as of 06/03/2026, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDSRX (PERKINS SMALL CAP VALUE FUND CLASS R) | 01/26/2005 | 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 (%) | -1.48 | 25.71 | 12.03 | 3.73 | 6.64 | 7.09 | 6.00 | … | … | 9.49 | 7.08 | 5.57 | 12.64 | -14.22 | 20.67 | -7.28 | 25.48 | -13.68 | 12.15 | 25.59 | -3.06 | 6.83 | 28.96 | 8.45 | -3.73 | 17.36 | 36.62 | -33.94 | -5.49 | 21.90 | 6.90 |
| Sharpe Ratio | NA | 1.53 | 0.49 | 0.07 | 0.24 | NA | NA | … | … | 1.50 | 0.20 | 0.10 | 0.47 | -0.65 | 1.05 | -0.19 | 1.92 | -1.09 | 1.12 | 1.72 | -0.22 | 0.58 | 2.44 | 0.65 | -0.15 | 1.02 | 1.18 | -0.81 | -0.45 | 1.18 | 0.34 |
| Standard Deviation(%) | NA | 16.12 | 19.25 | 20.26 | 20.99 | NA | NA | … | … | 16.11 | 21.46 | 18.57 | 19.10 | 24.20 | 19.68 | 39.95 | 12.52 | 13.91 | 10.33 | 14.75 | 13.87 | 11.76 | 11.85 | 13.10 | 25.70 | 16.94 | 31.08 | 43.00 | 19.16 | 15.68 | 15.05 |
| Draw Down(%) | NA | 10.35 | 26.82 | 26.82 | 40.69 | NA | NA | … | … | 10.35 | 22.58 | 10.99 | 15.98 | 21.01 | 10.57 | 40.53 | 7.91 | 21.59 | 5.08 | 9.18 | 11.07 | 8.55 | 5.41 | 10.61 | 24.00 | 14.28 | 28.51 | 47.99 | 15.31 | 11.87 | 11.08 |
| Yield(%) | 0.00 | 4.12 | 6.90 | 3.63 | 4.61 | 6.19 | 8.36 | … | … | 0.00 | 3.87 | 10.93 | 4.92 | 0.00 | 0.70 | 0.55 | 0.39 | 6.51 | 8.92 | 4.29 | 12.57 | 22.89 | 6.45 | 5.22 | 11.46 | 3.27 | 0.00 | 1.51 | 4.55 | 3.83 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDSRX (PERKINS SMALL CAP VALUE FUND CLASS R) |
-16.94%
Feb 2006 – Feb 2009 |
-2.07%
May 2007 – May 2012 |
3.94%
Apr 2015 – Apr 2025 |
4.12%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDSRX (PERKINS SMALL CAP VALUE FUND CLASS R) |
25.74%
Feb 2009 – Feb 2012 |
21.18%
Feb 2009 – Feb 2014 |
14.02%
Feb 2009 – Feb 2019 |
10.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart