Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNPSX (PERKINS SMALL CAP VALUE FUND CLASS D) | 10.90% | 28.47% | 13.08% | 4.54% | 7.31% | 7.87% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNPSX (PERKINS SMALL 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 (%) | -0.31 | 28.47 | 13.08 | 4.54 | 7.31 | 7.87 | NA | … | … | 10.90 | 7.72 | 6.23 | 13.28 | -13.59 | 21.42 | -6.74 | 26.10 | -13.14 | 12.76 | 26.41 | -2.51 | 7.45 | 29.73 | 9.10 | -3.16 | 17.10 |
| Sharpe Ratio | NA | 1.58 | 0.52 | 0.10 | 0.27 | NA | NA | … | … | 1.56 | 0.23 | 0.14 | 0.51 | -0.62 | 1.09 | -0.17 | 1.96 | -1.05 | 1.18 | 1.78 | -0.18 | 0.63 | 2.50 | 0.70 | -0.12 | 1.13 |
| Standard Deviation(%) | NA | 16.15 | 19.28 | 20.29 | 21.01 | NA | NA | … | … | 16.11 | 21.41 | 18.69 | 19.16 | 24.20 | 19.70 | 39.98 | 12.55 | 13.92 | 10.31 | 14.71 | 13.87 | 11.79 | 11.86 | 13.11 | 25.66 | 17.43 |
| Draw Down(%) | NA | 10.30 | 26.66 | 26.66 | 40.63 | NA | NA | … | … | 10.30 | 22.49 | 10.96 | 15.62 | 20.69 | 10.47 | 40.47 | 7.85 | 21.44 | 4.99 | 9.09 | 10.87 | 8.42 | 5.37 | 10.53 | 23.79 | 14.19 |
| Yield(%) | 0.00 | 4.60 | 7.33 | 4.01 | 5.07 | 6.70 | 5.94 | … | … | 0.00 | 4.31 | 10.96 | 5.75 | 0.56 | 1.00 | 0.96 | 1.20 | 6.61 | 9.16 | 4.74 | 13.16 | 23.53 | 7.15 | 5.84 | 11.71 | 3.33 |
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 |
|---|---|---|---|---|
| JNPSX (PERKINS SMALL CAP VALUE FUND CLASS D) |
-6.48%
Mar 2017 – Mar 2020 |
-0.12%
Mar 2015 – Mar 2020 |
4.57%
Apr 2015 – Apr 2025 |
6.19%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNPSX (PERKINS SMALL CAP VALUE FUND CLASS D) |
16.93%
Sep 2011 – Sep 2014 |
14.67%
Nov 2012 – Nov 2017 |
10.77%
Sep 2011 – Sep 2021 |
8.34%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart