Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPPAX (PERKINS GLOBAL VALUE FUND CLASS A) | NA | -14.79% | -7.95% | -1.56% | 2.12% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 07/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPPAX (PERKINS GLOBAL VALUE FUND CLASS A) | 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 (%) | -38.83 | -14.79 | -7.95 | -1.56 | 2.12 | NA | NA | … | … | -31.24 | 1.11 | 17.89 | -6.92 | 18.73 | 3.03 | -2.19 | 5.30 | 21.01 | 11.60 | 1.46 | 11.41 | 19.97 |
| Sharpe Ratio | NA | -0.29 | -0.26 | -0.08 | 0.09 | NA | NA | … | … | -0.79 | 0.03 | 1.92 | -0.80 | 3.75 | 0.24 | -0.19 | 0.70 | 2.76 | 1.35 | 0.09 | 1.09 | 4.16 |
| Standard Deviation(%) | NA | 51.59 | 33.63 | 26.61 | 20.36 | NA | NA | … | … | 87.03 | 28.39 | 8.58 | 10.28 | 4.84 | 11.62 | 11.87 | 7.52 | 7.59 | 8.60 | 15.72 | 10.37 | 10.75 |
| Draw Down(%) | NA | 38.87 | 38.87 | 38.87 | 38.87 | NA | NA | … | … | 38.87 | 34.29 | 6.75 | 13.99 | 1.52 | 8.14 | 10.71 | 7.35 | 5.31 | 8.22 | 12.38 | 11.79 | 2.88 |
| Yield(%) | 0.00 | 9.84 | 7.43 | 5.98 | 5.90 | 5.71 | 4.29 | … | … | 0.00 | 8.01 | 7.64 | 7.75 | 2.60 | 1.97 | 4.64 | 6.03 | 6.25 | 7.02 | 5.75 | 2.12 | 1.85 |
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 |
|---|---|---|---|---|
| JPPAX (PERKINS GLOBAL VALUE FUND CLASS A) |
-2.41%
Mar 2017 – Mar 2020 |
-0.28%
Mar 2015 – Mar 2020 |
4.37%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPPAX (PERKINS GLOBAL VALUE FUND CLASS A) |
14.66%
Sep 2011 – Sep 2014 |
11.79%
May 2010 – May 2015 |
7.76%
Dec 2009 – Dec 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart