Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPPCX (PERKINS GLOBAL VALUE FUND CLASS C) | NA | -15.99% | -8.82% | -2.41% | 1.34% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 07/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPPCX (PERKINS GLOBAL VALUE FUND CLASS C) | 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 (%) | -39.20 | -15.99 | -8.82 | -2.41 | 1.34 | NA | NA | … | … | -31.87 | 0.34 | 17.09 | -7.61 | 17.83 | 2.30 | -2.91 | 4.53 | 20.04 | 11.35 | 0.86 | 10.73 | 19.42 |
| Sharpe Ratio | NA | -0.31 | -0.29 | -0.11 | 0.05 | NA | NA | … | … | -0.79 | 0.00 | 1.83 | -0.87 | 3.56 | 0.18 | -0.25 | 0.61 | 2.63 | 1.33 | 0.05 | 1.03 | 4.02 |
| Standard Deviation(%) | NA | 52.17 | 33.94 | 26.84 | 20.50 | NA | NA | … | … | 88.10 | 28.41 | 8.57 | 10.24 | 4.85 | 11.59 | 11.78 | 7.45 | 7.59 | 8.54 | 15.73 | 10.33 | 10.78 |
| Draw Down(%) | NA | 39.29 | 39.29 | 39.29 | 39.29 | NA | NA | … | … | 39.29 | 34.35 | 6.85 | 14.52 | 1.48 | 8.22 | 10.89 | 7.56 | 5.37 | 8.35 | 12.69 | 11.85 | 2.97 |
| Yield(%) | 0.00 | 8.50 | 6.57 | 5.11 | 5.22 | 5.02 | 3.76 | … | … | 0.00 | 6.90 | 6.72 | 6.99 | 2.03 | 1.13 | 3.92 | 5.63 | 6.06 | 6.63 | 5.52 | 1.78 | 1.72 |
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 |
|---|---|---|---|---|
| JPPCX (PERKINS GLOBAL VALUE FUND CLASS C) |
-3.10%
Mar 2017 – Mar 2020 |
-0.99%
Mar 2015 – Mar 2020 |
3.68%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPPCX (PERKINS GLOBAL VALUE FUND CLASS C) |
13.97%
Sep 2011 – Sep 2014 |
11.11%
May 2010 – May 2015 |
7.05%
Dec 2009 – Dec 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart