Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPLTX (PERKINS LARGE CAP VALUE FUND CLASS T) | NA | -50.23% | -22.25% | -10.62% | -1.72% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 07/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPLTX (PERKINS LARGE CAP VALUE FUND CLASS T) | 07/07/2009 | 04/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -65.28 | -50.23 | -22.25 | -10.62 | -1.72 | NA | NA | … | … | -60.12 | 0.97 | 26.33 | -8.74 | 14.39 | 12.11 | -3.49 | 10.94 | 26.88 | 13.07 | -0.41 | 11.98 | 23.80 |
| Sharpe Ratio | NA | -0.47 | -0.35 | -0.22 | -0.06 | NA | NA | … | … | -0.51 | 0.02 | 2.45 | -0.72 | 2.24 | 0.92 | -0.25 | 1.06 | 2.64 | 1.17 | -0.02 | 0.73 | 3.79 |
| Standard Deviation(%) | NA | 107.87 | 65.35 | 51.05 | 37.51 | NA | NA | … | … | 186.31 | 36.44 | 10.17 | 13.94 | 6.17 | 12.84 | 14.25 | 10.27 | 10.16 | 11.21 | 21.48 | 16.26 | 14.31 |
| Draw Down(%) | NA | 65.52 | 65.52 | 65.52 | 65.52 | NA | NA | … | … | 65.52 | 37.65 | 5.50 | 18.07 | 3.43 | 8.71 | 11.78 | 7.88 | 4.81 | 9.37 | 19.63 | 14.73 | 4.95 |
| Yield(%) | 0.00 | 6.78 | 8.02 | 9.26 | 8.32 | 8.36 | 6.27 | … | … | 0.00 | 5.48 | 4.72 | 15.04 | 14.19 | 9.14 | 4.97 | 7.17 | 12.02 | 3.65 | 6.08 | 3.58 | 0.54 |
Data as of 04/30/2021, Common starting date is 07/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPLTX (PERKINS LARGE CAP VALUE FUND CLASS T) |
-2.39%
Mar 2017 – Mar 2020 |
1.05%
Mar 2015 – Mar 2020 |
5.88%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPLTX (PERKINS LARGE CAP VALUE FUND CLASS T) |
19.31%
Sep 2011 – Sep 2014 |
13.52%
Aug 2009 – Aug 2014 |
9.85%
Oct 2009 – Oct 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart