Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPPNX (PERKINS GLOBAL VALUE FUND CLASS N) | NA | -15.76% | -8.09% | -1.52% | NA | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPPNX (PERKINS GLOBAL VALUE FUND CLASS N) | 06/04/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -39.63 | -15.76 | -8.09 | -1.52 | NA | NA | NA | … | … | -32.12 | 1.44 | 18.19 | -6.59 | 19.13 | 3.41 | -1.92 | 5.70 | 21.38 | 13.03 |
| Sharpe Ratio | NA | -0.30 | -0.26 | -0.08 | NA | NA | NA | … | … | -0.78 | 0.04 | 1.96 | -0.77 | 3.79 | 0.27 | -0.17 | 0.76 | 2.80 | 2.75 |
| Standard Deviation(%) | NA | 52.86 | 34.30 | 27.13 | NA | NA | NA | … | … | 89.33 | 28.45 | 8.57 | 10.31 | 4.90 | 11.66 | 11.74 | 7.50 | 7.62 | 8.66 |
| Draw Down(%) | NA | 39.71 | 39.71 | 39.71 | NA | NA | NA | … | … | 39.71 | 34.31 | 6.73 | 13.74 | 1.54 | 8.01 | 10.61 | 7.28 | 5.29 | 5.56 |
| Yield(%) | 0.00 | 10.38 | 7.83 | 6.48 | 6.50 | 4.33 | 3.25 | … | … | 0.00 | 8.46 | 8.08 | 8.18 | 3.41 | 2.43 | 5.05 | 6.45 | 6.61 | 7.57 |
Data as of 04/30/2021, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPPNX (PERKINS GLOBAL VALUE FUND CLASS N) |
-2.10%
Mar 2017 – Mar 2020 |
0.05%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPPNX (PERKINS GLOBAL VALUE FUND CLASS N) |
11.23%
Jul 2012 – Jul 2015 |
9.40%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart