Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIFCX (PERKINS INTERNATIONAL VALUE FUND CLASS C) | NA | 3.97% | -5.25% | 0.20% | 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 |
|---|---|---|
| JIFCX (PERKINS INTERNATIONAL VALUE FUND CLASS C) | 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 (%) | -23.90 | 3.97 | -5.25 | 0.20 | NA | NA | NA | … | … | -15.67 | -0.72 | 12.27 | -14.29 | 21.77 | -0.25 | -1.74 | -0.54 | 14.80 |
| Sharpe Ratio | NA | 0.12 | -0.27 | -0.03 | NA | NA | NA | … | … | -0.83 | -0.04 | 1.02 | -1.52 | 3.39 | -0.03 | -0.15 | -0.06 | 2.38 |
| Standard Deviation(%) | NA | 31.34 | 23.02 | 19.10 | NA | NA | NA | … | … | 49.16 | 25.72 | 10.60 | 10.28 | 6.27 | 15.25 | 12.04 | 9.09 | 8.44 |
| Draw Down(%) | NA | 23.90 | 33.98 | 36.61 | NA | NA | NA | … | … | 23.90 | 33.98 | 7.55 | 19.85 | 2.68 | 9.48 | 12.60 | 13.11 | 5.61 |
| Yield(%) | 0.00 | 1.94 | 3.95 | 3.68 | 3.02 | 2.01 | 1.51 | … | … | 0.00 | 1.56 | 4.01 | 7.18 | 2.66 | 2.47 | 1.99 | 7.42 | 1.01 |
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 |
|---|---|---|---|---|
| JIFCX (PERKINS INTERNATIONAL VALUE FUND CLASS C) |
-5.22%
Oct 2017 – Oct 2020 |
-2.79%
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 |
|---|---|---|---|---|
| JIFCX (PERKINS INTERNATIONAL VALUE FUND CLASS C) |
6.98%
Dec 2016 – Dec 2019 |
5.31%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart