Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSCVX (PERKINS SMALL CAP VALUE FUND CLASS T) | -0.35% | 3.23% | 9.12% | 10.33% | 6.15% | 8.80% | 7.80% | 9.28% |
Data as of 07/03/2025, AR inception is 12/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSCVX (PERKINS SMALL CAP VALUE FUND CLASS T) | 12/30/1987 | 07/03/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.72 | 3.23 | 9.12 | 10.33 | 6.15 | 8.80 | 7.80 | 9.28 | -0.35 | 6.10 | 13.19 | -9.95 | 22.60 | -6.84 | 26.03 | -13.24 | 12.65 | 26.31 | -2.61 | 16.19 | 29.62 | 9.02 | -3.27 | 17.88 | 36.59 | -21.53 | 2.60 | 12.39 | 8.87 | 13.49 | 36.79 | -15.64 | 20.08 | 27.10 | 14.31 | 1.43 | 36.51 | 13.83 | 14.98 | -8.86 | 4.68 | 18.46 | 24.97 | -21.74 | 10.48 | 13.80 | -1.37 |
| Sharpe Ratio | NA | 0.00 | 0.26 | 0.40 | 0.22 | NA | NA | 0.34 | -0.15 | 0.13 | 0.50 | -0.48 | 1.14 | -0.18 | 1.96 | -1.05 | 1.17 | 1.77 | -0.19 | 0.38 | 2.50 | 0.69 | -0.13 | 1.05 | 1.16 | -0.59 | -0.03 | 0.70 | 0.56 | 0.48 | 2.57 | -0.71 | 0.90 | 1.32 | 0.95 | -0.11 | 2.97 | 0.69 | 0.83 | -0.58 | 0.15 | 1.42 | 1.27 | -1.46 | 0.25 | 0.72 | NA |
| Standard Deviation(%) | NA | 23.62 | 20.90 | 21.25 | 20.92 | NA | NA | 20.38 | 25.48 | 18.67 | 19.13 | 23.59 | 19.72 | 39.92 | 12.55 | 13.92 | 10.33 | 14.74 | 13.89 | 42.54 | 11.83 | 13.11 | 25.64 | 16.95 | 31.50 | 38.30 | 17.27 | 12.83 | 11.85 | 26.11 | 14.03 | 23.72 | 19.95 | 17.34 | 11.54 | 18.61 | 11.01 | 14.54 | 13.27 | 20.75 | 16.22 | 11.16 | 16.45 | 18.55 | 17.84 | 12.33 | 0.00 |
| Draw Down(%) | NA | 26.68 | 26.68 | 26.68 | 40.59 | NA | NA | 47.17 | 22.50 | 10.95 | 15.68 | 20.74 | 10.48 | 40.46 | 7.83 | 21.44 | 4.98 | 9.07 | 10.91 | 21.79 | 5.38 | 10.54 | 23.84 | 14.23 | 30.24 | 40.44 | 10.96 | 10.22 | 7.24 | 15.72 | 11.85 | 34.89 | 19.78 | 10.09 | 12.31 | 28.85 | 6.77 | 8.67 | 7.81 | 21.39 | 13.41 | 5.14 | 8.77 | 24.36 | 14.90 | 7.29 | 1.37 |
| Yield(%) | 0.00 | 10.56 | 7.55 | 6.30 | 5.77 | 8.06 | 6.62 | 14.89 | 0.00 | 10.85 | 5.53 | 4.04 | 2.16 | 0.88 | 1.03 | 6.48 | 9.07 | 4.63 | 13.01 | 23.37 | 6.99 | 5.71 | 11.58 | 3.29 | 0.32 | 8.80 | 17.00 | 18.82 | 16.15 | 17.08 | 0.52 | 3.52 | 9.83 | 9.12 | 2.23 | 4.34 | 15.38 | 0.72 | 0.71 | 0.00 | 0.20 | 0.90 | 1.52 | 2.36 | 1.96 | 2.33 | 1.99 |
Data as of 07/03/2025, AR inception is 12/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCVX (PERKINS SMALL CAP VALUE FUND CLASS T) |
-10.61%
Feb 2006 - Feb 2009 |
-2.38%
Feb 2004 - Feb 2009 |
5.03%
Apr 2015 - Apr 2025 |
6.52%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCVX (PERKINS SMALL CAP VALUE FUND CLASS T) |
26.75%
Feb 2009 - Feb 2012 |
22.00%
Feb 2009 - Feb 2014 |
15.59%
Feb 2009 - Feb 2019 |
13.34%
Nov 1990 - Nov 2005 |
Annualized Rolling Returns Comparison Chart