Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JMCVX (PERKINS MID CAP VALUE FUND CLASS T) | 2.57% | -1.57% | 1.39% | 3.80% | 4.17% | 6.85% | 6.27% | 9.76% |
Data as of 08/08/2025, AR inception is 08/31/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMCVX (PERKINS MID CAP VALUE FUND CLASS T) | 08/31/1998 | 08/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | -1.57 | 1.39 | 3.80 | 4.17 | 6.85 | 6.27 | 9.76 | 2.57 | 3.85 | 2.44 | -9.82 | 6.52 | -1.51 | 30.17 | -13.51 | 13.88 | 18.72 | -3.67 | 17.68 | 25.84 | 10.35 | -2.46 | 14.97 | 30.37 | -27.29 | 7.22 | 15.22 | 10.33 | 8.43 | 39.33 | -13.09 | 20.53 | 27.77 | 21.56 | 27.82 |
| Sharpe Ratio | NA | -0.24 | -0.11 | 0.10 | 0.15 | NA | NA | 0.40 | 0.06 | -0.17 | -0.11 | -0.52 | 0.36 | -0.05 | 2.67 | -1.10 | 1.78 | 1.39 | -0.28 | 0.43 | 2.43 | 0.85 | -0.11 | 0.90 | 1.14 | -0.77 | 0.30 | 1.23 | 0.84 | 0.54 | 2.86 | -0.68 | 0.95 | 1.23 | 1.39 | 4.64 |
| Standard Deviation(%) | NA | 20.03 | 18.33 | 18.60 | 19.07 | NA | NA | 19.98 | 20.30 | 16.12 | 16.90 | 21.52 | 18.27 | 37.44 | 10.78 | 13.55 | 7.47 | 13.32 | 13.37 | 41.19 | 10.64 | 12.23 | 21.85 | 16.53 | 26.48 | 36.59 | 14.26 | 9.74 | 9.70 | 13.90 | 13.51 | 21.02 | 19.48 | 19.19 | 13.17 | 22.41 |
| Draw Down(%) | NA | 26.22 | 26.22 | 26.22 | 40.18 | NA | NA | 45.10 | 17.07 | 15.68 | 13.66 | 16.86 | 12.44 | 40.18 | 5.32 | 20.70 | 3.74 | 10.01 | 10.48 | 21.60 | 5.68 | 11.12 | 21.57 | 14.23 | 23.74 | 44.30 | 10.07 | 8.27 | 6.43 | 9.19 | 10.43 | 29.94 | 21.22 | 9.70 | 14.55 | 13.05 |
| Yield(%) | 0.00 | 0.71 | 0.96 | 1.00 | 5.22 | 7.32 | 6.51 | 14.55 | 0.00 | 0.77 | 1.15 | 1.01 | 0.54 | 0.96 | 2.97 | 11.51 | 11.71 | 11.26 | 19.18 | 23.49 | 15.72 | 4.59 | 7.93 | 0.95 | 0.66 | 4.38 | 13.13 | 8.57 | 9.52 | 0.09 | 0.68 | 0.18 | 2.68 | 12.00 | 11.31 | 0.64 |
Data as of 08/08/2025, AR inception is 08/31/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMCVX (PERKINS MID CAP VALUE FUND CLASS T) |
-9.28%
Feb 2006 - Feb 2009 |
-2.55%
Feb 2004 - Feb 2009 |
3.41%
Apr 2015 - Apr 2025 |
5.44%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMCVX (PERKINS MID CAP VALUE FUND CLASS T) |
26.30%
Mar 1999 - Mar 2002 |
20.10%
Feb 1999 - Feb 2004 |
14.02%
Sep 1998 - Sep 2008 |
12.25%
Sep 1998 - Sep 2013 |
Annualized Rolling Returns Comparison Chart