Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPVSX (PERKINS VALUE PLUS INCOME FUND CLASS S) | NA | -19.19% | -5.59% | -0.56% | 2.63% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 08/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPVSX (PERKINS VALUE PLUS INCOME FUND CLASS S) | 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 (%) | -36.24 | -19.19 | -5.59 | -0.56 | 2.63 | NA | NA | … | … | -31.72 | 6.11 | 18.65 | -4.55 | 9.16 | 10.52 | -2.51 | 9.13 | 13.29 | 11.27 | 3.29 | 7.77 |
| Sharpe Ratio | NA | -0.42 | -0.23 | -0.06 | 0.13 | NA | NA | … | … | -0.87 | 0.33 | 3.75 | -0.83 | 2.32 | 1.27 | -0.30 | 1.63 | 2.24 | 1.77 | 0.26 | 2.80 |
| Standard Deviation(%) | NA | 46.21 | 28.38 | 22.32 | 16.86 | NA | NA | … | … | 79.37 | 17.98 | 4.60 | 7.07 | 3.70 | 8.10 | 8.37 | 5.59 | 5.93 | 6.37 | 12.42 | 6.91 |
| Draw Down(%) | NA | 36.29 | 36.29 | 36.29 | 36.29 | NA | NA | … | … | 36.29 | 24.04 | 1.78 | 9.62 | 1.63 | 6.14 | 8.53 | 3.68 | 4.82 | 4.76 | 10.90 | 2.66 |
| Yield(%) | 0.00 | 3.48 | 5.10 | 5.20 | 5.90 | 4.55 | 3.41 | … | … | 0.61 | 3.23 | 6.37 | 5.78 | 6.30 | 3.44 | 4.43 | 10.92 | 8.22 | 5.21 | 6.20 | 1.30 |
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 |
|---|---|---|---|---|
| JPVSX (PERKINS VALUE PLUS INCOME FUND CLASS S) |
0.35%
Mar 2017 – Mar 2020 |
1.91%
Mar 2015 – Mar 2020 |
6.62%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPVSX (PERKINS VALUE PLUS INCOME FUND CLASS S) |
12.55%
Sep 2011 – Sep 2014 |
8.99%
Sep 2011 – Sep 2016 |
7.40%
Mar 2011 – Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart