Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNMCX (PERKINS MID CAP VALUE FUND CLASS D) | 11.65% | 21.05% | 14.94% | 4.31% | 7.32% | 7.64% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNMCX (PERKINS MID CAP VALUE FUND CLASS D) | 02/17/2010 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 21.05 | 14.94 | 4.31 | 7.32 | 7.64 | NA | … | … | 11.65 | 6.73 | 13.14 | 11.48 | -9.85 | 6.56 | -1.36 | 30.27 | -13.44 | 14.07 | 18.79 | -3.61 | 9.21 | 25.85 | 10.45 | -2.32 | 14.33 |
| Sharpe Ratio | NA | 1.32 | 0.80 | 0.09 | 0.31 | NA | NA | … | … | 1.74 | 0.22 | 0.72 | 0.52 | -0.53 | 0.36 | -0.04 | 2.66 | -1.10 | 1.80 | 1.40 | -0.27 | 0.91 | 2.42 | 0.86 | -0.11 | 0.98 |
| Standard Deviation(%) | NA | 13.17 | 15.00 | 17.30 | 18.54 | NA | NA | … | … | 14.29 | 17.71 | 13.19 | 15.03 | 21.51 | 18.37 | 37.45 | 10.83 | 13.53 | 7.48 | 13.24 | 13.39 | 10.07 | 10.65 | 12.23 | 21.89 | 16.67 |
| Draw Down(%) | NA | 8.69 | 19.69 | 24.00 | 40.21 | NA | NA | … | … | 8.69 | 17.07 | 8.21 | 13.66 | 16.82 | 12.58 | 40.21 | 5.29 | 20.67 | 3.82 | 9.99 | 10.51 | 7.09 | 5.68 | 11.16 | 21.49 | 14.22 |
| Yield(%) | 0.00 | 9.80 | 10.29 | 5.26 | 6.71 | 7.63 | 6.74 | … | … | 0.00 | 9.69 | 10.64 | 9.76 | 1.14 | 0.67 | 1.06 | 3.12 | 11.68 | 11.87 | 11.43 | 19.36 | 23.79 | 15.90 | 4.64 | 8.07 | 0.90 |
Data as of 06/04/2026, Common starting date is 02/17/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNMCX (PERKINS MID CAP VALUE FUND CLASS D) |
-4.37%
Mar 2017 – Mar 2020 |
0.63%
May 2018 – May 2023 |
4.30%
Oct 2013 – Oct 2023 |
6.63%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNMCX (PERKINS MID CAP VALUE FUND CLASS D) |
17.12%
Sep 2011 – Sep 2014 |
12.88%
Nov 2012 – Nov 2017 |
10.49%
Sep 2011 – Sep 2021 |
8.22%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart