Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIFAX (PERKINS INTERNATIONAL VALUE FUND CLASS A) | NA | 4.12% | -4.98% | 0.68% | NA | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 04/02/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIFAX (PERKINS INTERNATIONAL VALUE FUND CLASS A) | 04/02/2013 | 04/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -23.86 | 4.12 | -4.98 | 0.68 | NA | NA | NA | … | … | -15.56 | -0.59 | 12.39 | -13.68 | 22.59 | 0.39 | -0.89 | 0.76 | 15.54 |
| Sharpe Ratio | NA | 0.13 | -0.25 | 0.00 | NA | NA | NA | … | … | -0.83 | -0.03 | 1.03 | -1.47 | 3.56 | 0.01 | -0.08 | 0.08 | 2.45 |
| Standard Deviation(%) | NA | 31.27 | 23.00 | 19.09 | NA | NA | NA | … | … | 49.08 | 25.72 | 10.68 | 10.23 | 6.20 | 15.29 | 12.20 | 9.32 | 8.62 |
| Draw Down(%) | NA | 23.93 | 33.98 | 36.06 | NA | NA | NA | … | … | 23.93 | 33.98 | 7.71 | 19.27 | 2.58 | 9.43 | 12.43 | 12.87 | 5.51 |
| Yield(%) | 0.00 | 1.98 | 4.24 | 4.16 | 3.56 | 2.37 | 1.78 | … | … | 0.00 | 1.60 | 4.06 | 8.01 | 3.40 | 3.22 | 2.92 | 8.58 | 1.54 |
Data as of 04/30/2021, Common starting date is 04/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIFAX (PERKINS INTERNATIONAL VALUE FUND CLASS A) |
-4.88%
Oct 2017 – Oct 2020 |
-2.20%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIFAX (PERKINS INTERNATIONAL VALUE FUND CLASS A) |
7.53%
Dec 2016 – Dec 2019 |
5.94%
May 2013 – May 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart