Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSIVX (PERKINS SMALL CAP VALUE FUND CLASS L) | 10.99% | 28.68% | 13.25% | 4.73% | 7.48% | 8.59% | 8.39% | … | … |
Data as of 06/04/2026, Common starting date is 01/30/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSIVX (PERKINS SMALL CAP VALUE FUND CLASS L) | 01/30/1986 | 06/04/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 28.68 | 13.25 | 4.73 | 7.48 | 8.59 | 8.39 | … | … | 10.99 | 7.86 | 6.36 | 13.48 | -13.34 | 21.67 | -6.64 | 26.31 | -13.05 | 12.91 | 26.59 | -2.42 | 16.25 | 29.89 | 9.27 | -3.02 | 18.18 | 36.92 | -21.37 | 2.84 | 12.58 | 9.11 | 13.53 | 37.19 | -15.38 | 20.46 | 27.46 | 14.69 | -2.37 | 22.46 | 13.83 | 14.98 | -8.86 | 4.68 | 18.46 | 25.22 | -21.91 | 10.50 | 13.80 | -21.45 | 6.02 |
| Sharpe Ratio | NA | 1.59 | 0.53 | 0.11 | 0.28 | NA | NA | … | … | 1.57 | 0.23 | 0.15 | 0.52 | -0.61 | 1.10 | -0.17 | 1.98 | -1.04 | 1.19 | 1.79 | -0.18 | 0.39 | 2.51 | 0.71 | -0.12 | 1.07 | 1.17 | -0.57 | -0.02 | 0.72 | 0.58 | 0.48 | 2.60 | -0.70 | 0.92 | 1.34 | 0.98 | -0.31 | 0.62 | 0.79 | 0.91 | -0.62 | 0.16 | 1.48 | 1.70 | -2.17 | 0.27 | 0.72 | -1.05 | 0.14 |
| Standard Deviation(%) | NA | 16.15 | 19.28 | 20.26 | 20.99 | NA | NA | … | … | 16.12 | 21.41 | 18.69 | 19.13 | 24.12 | 19.65 | 39.96 | 12.57 | 13.92 | 10.37 | 14.69 | 13.89 | 42.12 | 11.87 | 13.13 | 25.72 | 16.90 | 31.43 | 38.71 | 17.30 | 12.82 | 11.84 | 26.33 | 14.03 | 23.77 | 19.92 | 17.32 | 11.49 | 19.08 | 30.23 | 12.69 | 12.07 | 19.22 | 15.20 | 10.72 | 12.44 | 12.59 | 16.84 | 12.33 | 24.35 | 16.59 |
| Draw Down(%) | NA | 10.32 | 26.64 | 26.64 | 40.58 | NA | NA | … | … | 10.32 | 22.47 | 10.95 | 15.50 | 20.60 | 10.45 | 40.43 | 7.85 | 21.39 | 4.99 | 9.06 | 10.87 | 21.61 | 5.39 | 10.49 | 23.74 | 14.13 | 30.24 | 40.40 | 10.93 | 10.18 | 7.17 | 15.84 | 11.76 | 34.77 | 19.76 | 10.05 | 12.24 | 28.73 | 28.30 | 9.12 | 9.91 | 22.27 | 13.41 | 8.61 | 10.83 | 25.45 | 15.82 | 7.29 | 24.95 | 6.94 |
| Yield(%) | 0.00 | 4.54 | 7.20 | 3.99 | 5.07 | 6.72 | 6.52 | … | … | 0.00 | 4.26 | 10.63 | 5.77 | 0.66 | 1.05 | 1.06 | 1.39 | 6.51 | 9.03 | 4.68 | 12.99 | 23.25 | 7.16 | 5.92 | 11.68 | 3.35 | 0.51 | 8.94 | 16.92 | 18.87 | 16.26 | 17.09 | 0.84 | 3.65 | 10.06 | 9.44 | 2.44 | 0.71 | 1.43 | 0.71 | 0.71 | 0.00 | 0.20 | 0.89 | 1.51 | 2.35 | 1.96 | 2.33 | 1.58 | 1.52 |
Data as of 06/04/2026, Common starting date is 01/30/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIVX (PERKINS SMALL CAP VALUE FUND CLASS L) |
-10.42%
Feb 2006 – Feb 2009 |
-2.88%
Jun 1986 – Jun 1991 |
2.51%
Jun 1986 – Jun 1996 |
5.81%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIVX (PERKINS SMALL CAP VALUE FUND CLASS L) |
27.06%
Feb 2009 – Feb 2012 |
22.29%
Feb 2009 – Feb 2014 |
15.84%
Feb 2009 – Feb 2019 |
12.37%
Nov 1990 – Nov 2005 |
Annualized Rolling Returns Comparison Chart