Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JISCX (PERKINS SMALL CAP VALUE FUND CLASS S) | 9.62% | 26.07% | 12.31% | 4.01% | 6.92% | 7.92% | 6.69% | … | … |
Data as of 06/03/2026, Common starting date is 11/08/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JISCX (PERKINS SMALL CAP VALUE FUND CLASS S) | 11/08/2004 | 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.44 | 26.07 | 12.31 | 4.01 | 6.92 | 7.92 | 6.69 | … | … | 9.62 | 7.35 | 5.85 | 12.88 | -13.90 | 20.97 | -7.04 | 25.72 | -13.45 | 12.39 | 25.97 | -2.81 | 15.68 | 29.25 | 8.78 | -3.53 | 17.78 | 36.99 | -33.76 | -5.27 | 22.20 | 5.88 | 7.69 |
| Sharpe Ratio | NA | 1.55 | 0.50 | 0.08 | 0.26 | NA | NA | … | … | 1.52 | 0.21 | 0.12 | 0.49 | -0.64 | 1.07 | -0.18 | 1.93 | -1.07 | 1.14 | 1.75 | -0.20 | 0.37 | 2.46 | 0.67 | -0.14 | 1.04 | 1.19 | -0.80 | -0.44 | 1.20 | 0.25 | 5.27 |
| Standard Deviation(%) | NA | 16.14 | 19.22 | 20.25 | 20.99 | NA | NA | … | … | 16.14 | 21.46 | 18.59 | 19.01 | 24.21 | 19.66 | 40.01 | 12.55 | 13.92 | 10.31 | 14.75 | 13.90 | 42.14 | 11.87 | 13.09 | 25.67 | 16.95 | 30.98 | 43.02 | 19.15 | 15.67 | 14.76 | 12.16 |
| Draw Down(%) | NA | 10.33 | 26.75 | 26.75 | 40.66 | NA | NA | … | … | 10.33 | 22.53 | 10.98 | 15.84 | 20.90 | 10.54 | 40.51 | 7.86 | 21.52 | 5.03 | 9.11 | 11.02 | 21.64 | 5.41 | 10.54 | 23.92 | 14.15 | 28.53 | 47.87 | 15.16 | 11.83 | 10.99 | 3.06 |
| Yield(%) | 0.00 | 4.05 | 6.95 | 3.70 | 4.72 | 6.32 | 8.56 | … | … | 0.00 | 3.82 | 10.81 | 5.26 | 0.13 | 0.73 | 0.67 | 0.79 | 6.43 | 8.83 | 4.39 | 12.75 | 23.14 | 6.75 | 5.47 | 11.48 | 3.37 | 0.20 | 1.60 | 4.53 | 3.82 | 3.71 | 6.08 |
Data as of 06/03/2026, Common starting date is 11/08/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JISCX (PERKINS SMALL CAP VALUE FUND CLASS S) |
-16.76%
Feb 2006 – Feb 2009 |
-1.80%
May 2007 – May 2012 |
4.21%
Apr 2015 – Apr 2025 |
5.06%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JISCX (PERKINS SMALL CAP VALUE FUND CLASS S) |
26.15%
Feb 2009 – Feb 2012 |
21.53%
Feb 2009 – Feb 2014 |
15.21%
Feb 2009 – Feb 2019 |
11.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart