Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSCOX (PERKINS SMALL CAP VALUE FUND CLASS I) | 9.82% | 26.50% | 12.72% | 4.40% | 7.30% | 7.76% | 6.69% | … | … |
Data as of 06/03/2026, Common starting date is 11/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSCOX (PERKINS SMALL CAP VALUE FUND CLASS I) | 11/30/2005 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.45 | 26.50 | 12.72 | 4.40 | 7.30 | 7.76 | 6.69 | … | … | 9.82 | 7.69 | 6.26 | 13.29 | -13.58 | 21.48 | -6.77 | 26.11 | -13.10 | 12.85 | 26.43 | -2.51 | 7.50 | 29.78 | 9.16 | -3.12 | 18.14 | 37.59 | -33.44 | -4.77 | 22.84 | -3.46 |
| Sharpe Ratio | NA | 1.58 | 0.52 | 0.10 | 0.27 | NA | NA | … | … | 1.55 | 0.22 | 0.14 | 0.51 | -0.62 | 1.09 | -0.17 | 1.96 | -1.04 | 1.18 | 1.78 | -0.18 | 0.64 | 2.52 | 0.70 | -0.12 | 1.07 | 1.20 | -0.80 | -0.41 | 1.24 | -2.40 |
| Standard Deviation(%) | NA | 16.12 | 19.25 | 20.26 | 20.99 | NA | NA | … | … | 16.12 | 21.45 | 18.57 | 19.11 | 24.22 | 19.63 | 39.98 | 12.58 | 13.93 | 10.34 | 14.74 | 13.91 | 11.77 | 11.82 | 13.12 | 25.63 | 16.92 | 31.13 | 43.08 | 19.18 | 15.68 | 15.53 |
| Draw Down(%) | NA | 10.29 | 26.65 | 26.65 | 40.61 | NA | NA | … | … | 10.29 | 22.48 | 10.91 | 15.63 | 20.67 | 10.46 | 40.45 | 7.81 | 21.43 | 5.01 | 9.10 | 10.92 | 8.41 | 5.40 | 10.51 | 23.81 | 14.16 | 28.44 | 47.73 | 14.92 | 11.74 | 5.98 |
| Yield(%) | 0.00 | 4.43 | 7.17 | 3.95 | 5.07 | 6.62 | 8.99 | … | … | 0.00 | 4.18 | 10.70 | 5.71 | 0.54 | 1.00 | 0.99 | 1.29 | 6.67 | 9.18 | 4.76 | 13.07 | 23.43 | 7.13 | 5.91 | 11.77 | 3.42 | 0.61 | 1.86 | 4.72 | 3.81 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCOX (PERKINS SMALL CAP VALUE FUND CLASS I) |
-16.33%
Feb 2006 – Feb 2009 |
-1.38%
May 2007 – May 2012 |
4.59%
Apr 2015 – Apr 2025 |
4.93%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCOX (PERKINS SMALL CAP VALUE FUND CLASS I) |
26.63%
Feb 2009 – Feb 2012 |
21.98%
Feb 2009 – Feb 2014 |
14.75%
Feb 2009 – Feb 2019 |
11.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart