Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSCOX (PERKINS SMALL CAP VALUE FUND CLASS I) | -6.60% | -10.92% | 1.02% | 4.71% | 3.47% | 5.99% | NA | 5.26% |
Data as of 06/18/2025, AR inception is 11/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSCOX (PERKINS SMALL CAP VALUE FUND CLASS I) | 11/30/2005 | 06/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.44 | -10.92 | 1.02 | 4.71 | 3.47 | 5.99 | NA | 5.26 | -6.60 | -2.64 | 8.19 | -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 | -0.56 | -0.15 | 0.13 | 0.10 | NA | NA | 0.18 | -0.65 | -0.44 | 0.20 | -0.62 | 1.09 | -0.17 | 1.96 | -1.04 | 1.19 | 1.78 | -0.18 | 0.64 | 2.52 | 0.70 | -0.12 | 1.07 | 1.20 | -0.80 | -0.41 | 1.25 | -2.39 |
| Standard Deviation(%) | NA | 25.30 | 22.15 | 22.03 | 21.24 | NA | NA | 21.97 | 26.42 | 20.94 | 19.56 | 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 | 32.80 | 32.80 | 32.80 | 40.61 | NA | NA | 57.18 | 22.48 | 18.38 | 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 | 1.15 | 0.99 | 1.20 | 3.79 | 6.21 | 7.94 | 8.36 | 0.00 | 1.18 | 0.95 | 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 06/18/2025, AR inception 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 |
3.20%
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 |
10.97%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart