Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIFIX (PERKINS INTERNATIONAL VALUE FUND CLASS I) | NA | 4.11% | -4.92% | 0.82% | 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 |
|---|---|---|
| JIFIX (PERKINS INTERNATIONAL VALUE FUND CLASS I) | 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 (%) | -23.93 | 4.11 | -4.92 | 0.82 | NA | NA | NA | … | … | -15.64 | -0.36 | 12.13 | -13.40 | 22.86 | 0.62 | -0.78 | 1.28 | 15.71 |
| Sharpe Ratio | NA | 0.13 | -0.25 | 0.01 | NA | NA | NA | … | … | -0.83 | -0.02 | 0.99 | -1.45 | 3.60 | 0.03 | -0.07 | 0.13 | 2.44 |
| Standard Deviation(%) | NA | 31.41 | 23.07 | 19.14 | NA | NA | NA | … | … | 49.23 | 25.83 | 10.83 | 10.19 | 6.20 | 15.26 | 12.09 | 9.39 | 8.73 |
| Draw Down(%) | NA | 24.00 | 33.97 | 35.95 | NA | NA | NA | … | … | 24.00 | 33.95 | 7.92 | 19.09 | 2.59 | 9.46 | 12.29 | 12.65 | 5.51 |
| Yield(%) | 0.00 | 2.25 | 4.24 | 4.27 | 3.73 | 2.49 | 1.86 | … | … | 0.00 | 1.82 | 4.21 | 7.67 | 3.69 | 3.47 | 3.23 | 9.02 | 2.01 |
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 |
|---|---|---|---|---|
| JIFIX (PERKINS INTERNATIONAL VALUE FUND CLASS I) |
-4.74%
Oct 2017 – Oct 2020 |
-2.05%
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 |
|---|---|---|---|---|
| JIFIX (PERKINS INTERNATIONAL VALUE FUND CLASS I) |
7.72%
Jan 2015 – Jan 2018 |
6.22%
May 2013 – May 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart