Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPVCX (PERKINS VALUE PLUS INCOME FUND CLASS C) | NA | -20.38% | -6.18% | -1.18% | 2.02% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 08/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPVCX (PERKINS VALUE PLUS INCOME FUND CLASS C) | 08/02/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -36.64 | -20.38 | -6.18 | -1.18 | 2.02 | NA | NA | … | … | -32.25 | 5.25 | 18.88 | -5.10 | 8.53 | 9.85 | -3.36 | 8.35 | 12.67 | 11.02 | 2.77 | 7.55 |
| Sharpe Ratio | NA | -0.44 | -0.25 | -0.08 | 0.10 | NA | NA | … | … | -0.87 | 0.28 | 3.81 | -0.90 | 2.13 | 1.18 | -0.40 | 1.51 | 2.14 | 1.72 | 0.22 | 2.77 |
| Standard Deviation(%) | NA | 46.81 | 28.72 | 22.58 | 17.04 | NA | NA | … | … | 80.47 | 18.00 | 4.59 | 7.11 | 3.73 | 8.10 | 8.41 | 5.53 | 5.89 | 6.43 | 12.46 | 6.78 |
| Draw Down(%) | NA | 36.68 | 36.68 | 36.68 | 36.68 | NA | NA | … | … | 36.68 | 24.23 | 1.72 | 9.74 | 1.71 | 6.20 | 8.88 | 3.80 | 4.85 | 4.82 | 11.19 | 2.66 |
| Yield(%) | 0.00 | 2.51 | 5.07 | 4.93 | 5.47 | 4.21 | 3.16 | … | … | 0.37 | 2.41 | 7.88 | 5.29 | 5.63 | 2.82 | 3.66 | 10.24 | 7.56 | 4.79 | 5.69 | 1.10 |
Data as of 04/30/2021, Common starting date is 08/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPVCX (PERKINS VALUE PLUS INCOME FUND CLASS C) |
0.00%
Mar 2017 – Mar 2020 |
1.43%
Mar 2015 – Mar 2020 |
6.07%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPVCX (PERKINS VALUE PLUS INCOME FUND CLASS C) |
11.97%
Sep 2011 – Sep 2014 |
8.37%
Sep 2011 – Sep 2016 |
6.82%
Nov 2010 – Nov 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart