Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSVDX (PERKINS SELECT VALUE FUND CLASS D) | 12.54% | 28.28% | 16.06% | 6.65% | 8.91% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSVDX (PERKINS SELECT VALUE FUND CLASS D) | 12/16/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 28.28 | 16.06 | 6.65 | 8.91 | NA | NA | … | … | 12.54 | 4.41 | 16.21 | 15.30 | -8.97 | 13.50 | -3.07 | 27.33 | -7.31 | 14.03 | 19.35 | 0.22 | 7.26 | 22.86 | 12.31 | 2.20 |
| Sharpe Ratio | NA | 1.42 | 0.69 | 0.20 | 0.37 | NA | NA | … | … | 1.48 | 0.07 | 0.75 | 0.66 | -0.45 | 0.75 | -0.09 | 2.42 | -0.67 | 1.87 | 1.56 | 0.02 | 0.75 | 2.33 | 1.16 | 4.99 |
| Standard Deviation(%) | NA | 17.60 | 19.12 | 19.81 | 19.88 | NA | NA | … | … | 18.86 | 22.52 | 16.89 | 17.81 | 23.35 | 17.88 | 37.84 | 10.71 | 13.06 | 7.17 | 12.27 | 12.24 | 9.64 | 9.81 | 10.69 | 16.79 |
| Draw Down(%) | NA | 12.84 | 28.12 | 28.12 | 39.70 | NA | NA | … | … | 12.84 | 23.95 | 9.98 | 14.92 | 20.76 | 11.11 | 39.70 | 5.78 | 17.48 | 3.64 | 9.14 | 9.74 | 7.83 | 4.87 | 10.17 | 1.36 |
| Yield(%) | 0.00 | 9.79 | 7.25 | 4.00 | 6.19 | 7.32 | 5.49 | … | … | 0.00 | 9.05 | 8.62 | 1.01 | 0.49 | 0.65 | 0.70 | 12.72 | 12.15 | 5.92 | 6.25 | 6.47 | 6.54 | 8.24 | 8.15 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSVDX (PERKINS SELECT VALUE FUND CLASS D) |
-3.47%
Mar 2017 – Mar 2020 |
1.79%
Mar 2015 – Mar 2020 |
5.57%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSVDX (PERKINS SELECT VALUE FUND CLASS D) |
17.05%
May 2023 – May 2026 |
12.65%
Nov 2012 – Nov 2017 |
10.05%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart