Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMVCX (PERKINS MID CAP VALUE FUND CLASS C) | 10.57% | 18.88% | 13.66% | 3.26% | 6.32% | 6.99% | 6.68% | … | … |
Data as of 06/03/2026, Common starting date is 01/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMVCX (PERKINS MID CAP VALUE FUND CLASS C) | 01/03/2003 | 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 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 18.88 | 13.66 | 3.26 | 6.32 | 6.99 | 6.68 | … | … | 10.57 | 5.75 | 12.10 | 10.40 | -10.63 | 5.45 | -2.36 | 29.20 | -14.26 | 12.99 | 17.88 | -4.35 | 15.44 | 24.68 | 9.27 | -3.29 | 13.80 | 30.81 | -27.77 | 6.53 | 14.81 | 10.83 | 17.73 | 34.96 |
| Sharpe Ratio | NA | 1.24 | 0.73 | 0.04 | 0.25 | NA | NA | … | … | 1.67 | 0.16 | 0.64 | 0.45 | -0.56 | 0.30 | -0.07 | 2.56 | -1.16 | 1.65 | 1.33 | -0.33 | 0.40 | 2.31 | 0.76 | -0.15 | 0.83 | 1.13 | -0.77 | 0.24 | 1.17 | 0.87 | 1.56 | 2.48 |
| Standard Deviation(%) | NA | 13.18 | 15.01 | 17.32 | 18.55 | NA | NA | … | … | 14.30 | 17.73 | 13.18 | 15.04 | 21.53 | 18.37 | 37.46 | 10.84 | 13.55 | 7.50 | 13.32 | 13.42 | 38.59 | 10.64 | 12.23 | 21.89 | 16.49 | 27.16 | 37.07 | 14.39 | 9.80 | 9.80 | 10.75 | 13.92 |
| Draw Down(%) | NA | 8.74 | 20.01 | 24.65 | 40.30 | NA | NA | … | … | 8.74 | 17.24 | 8.32 | 13.83 | 17.26 | 12.83 | 40.30 | 5.39 | 20.86 | 3.83 | 10.08 | 10.68 | 20.57 | 5.76 | 11.34 | 21.85 | 14.25 | 24.08 | 44.79 | 10.16 | 8.36 | 6.49 | 6.98 | 10.20 |
| Yield(%) | 0.00 | 9.05 | 9.46 | 4.57 | 5.92 | 6.86 | 7.83 | … | … | 0.00 | 8.95 | 9.81 | 8.79 | 0.27 | 0.00 | 0.02 | 1.84 | 10.67 | 11.42 | 10.48 | 18.53 | 22.09 | 14.64 | 4.04 | 7.21 | 0.02 | 0.25 | 1.69 | 5.00 | 1.87 | 4.72 | 5.47 | 2.42 |
Data as of 06/03/2026, Common starting date is 01/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMVCX (PERKINS MID CAP VALUE FUND CLASS C) |
-9.84%
Feb 2006 – Feb 2009 |
-1.22%
Feb 2004 – Feb 2009 |
4.03%
Oct 2013 – Oct 2023 |
4.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMVCX (PERKINS MID CAP VALUE FUND CLASS C) |
24.90%
Mar 2003 – Mar 2006 |
18.13%
Feb 2009 – Feb 2014 |
12.64%
Feb 2009 – Feb 2019 |
10.69%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart