Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMIVX (PERKINS MID CAP VALUE FUND CLASS L) | NA | 10,581.44% | 363.17% | 165.94% | 69.13% | 48.23% | 35.23% | … | … |
Data as of 05/31/2024, Common starting date is 12/23/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMIVX (PERKINS MID CAP VALUE FUND CLASS L) | 12/23/1998 | 05/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 8,437.61 | 10,581.44 | 363.17 | 165.94 | 69.13 | 48.23 | 35.23 | … | … | 9,093.51 | 11.35 | -5.09 | 19.68 | -1.45 | 30.38 | -13.46 | 14.11 | 19.31 | -3.68 | 17.51 | 26.02 | 10.47 | -2.22 | 15.01 | 30.75 | -27.14 | 7.35 | 15.42 | 10.54 | 8.41 | 39.77 | -13.15 | 18.06 | 15.87 | 10.33 | 4.85 |
| Sharpe Ratio | NA | 23.74 | 1.40 | 0.82 | 0.48 | NA | NA | … | … | 7,472.65 | 0.48 | -0.31 | 1.32 | -0.05 | 2.68 | -1.09 | 1.80 | 1.44 | -0.28 | 0.43 | 2.44 | 0.86 | -0.10 | 0.90 | 1.16 | -0.76 | 0.31 | 1.26 | 0.87 | 0.53 | 2.90 | -0.68 | 0.82 | 0.59 | 0.44 | NA |
| Standard Deviation(%) | NA | 445.51 | 257.69 | 200.45 | 142.54 | NA | NA | … | … | 690.04 | 15.06 | 20.65 | 14.92 | 37.26 | 10.81 | 13.57 | 7.54 | 13.30 | 13.40 | 40.98 | 10.64 | 12.22 | 21.86 | 16.52 | 26.48 | 36.59 | 14.21 | 9.71 | 9.66 | 14.00 | 13.46 | 21.06 | 19.57 | 19.96 | 16.02 | NA |
| Draw Down(%) | NA | 11.87 | 16.82 | 40.20 | 40.20 | NA | NA | … | … | 6.69 | 13.65 | 16.82 | 7.84 | 40.20 | 5.38 | 20.68 | 3.78 | 10.00 | 10.55 | 21.49 | 5.66 | 11.17 | 21.49 | 14.22 | 23.62 | 44.30 | 10.06 | 8.24 | 6.41 | 9.24 | 10.35 | 29.89 | 21.22 | 11.34 | 14.55 | NA |
| Yield(%) | 98.15 | 121.75 | 36.94 | 29.45 | 14.86 | 16.80 | 11.89 | … | … | 105.55 | 9.32 | 5.53 | 13.01 | 1.01 | 3.00 | 11.40 | 11.62 | 11.25 | 18.97 | 23.36 | 15.80 | 4.49 | 8.08 | 0.93 | 0.89 | 4.59 | 13.05 | 8.67 | 9.65 | 0.00 | 0.95 | 0.00 | 0.21 | 0.82 | 0.39 | 0.52 |
Data as of 05/31/2024, Common starting date is 12/23/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMIVX (PERKINS MID CAP VALUE FUND CLASS L) |
-9.11%
Feb 2006 – Feb 2009 |
-2.40%
Feb 2004 – Feb 2009 |
5.99%
Feb 1999 – Feb 2009 |
6.31%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMIVX (PERKINS MID CAP VALUE FUND CLASS L) |
23.05%
Feb 2009 – Feb 2012 |
19.15%
Feb 2009 – Feb 2014 |
13.76%
Feb 2009 – Feb 2019 |
11.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart