Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSVSX (PERKINS SELECT VALUE FUND CLASS S) | 12.42% | 27.97% | 15.81% | 6.39% | 8.61% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSVSX (PERKINS SELECT VALUE FUND CLASS S) | 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 (%) | 0.49 | 27.97 | 15.81 | 6.39 | 8.61 | NA | NA | … | … | 12.42 | 4.19 | 16.07 | 14.99 | -9.26 | 13.10 | -3.42 | 26.95 | -7.61 | 13.77 | 19.13 | 0.00 | 7.02 | 22.17 | 11.88 | 2.10 |
| Sharpe Ratio | NA | 1.41 | 0.67 | 0.19 | 0.35 | NA | NA | … | … | 1.47 | 0.06 | 0.74 | 0.64 | -0.46 | 0.73 | -0.10 | 2.38 | -0.69 | 1.83 | 1.54 | 0.00 | 0.72 | 2.24 | 1.12 | 4.61 |
| Standard Deviation(%) | NA | 17.61 | 19.13 | 19.81 | 19.90 | NA | NA | … | … | 18.88 | 22.51 | 16.87 | 17.83 | 23.34 | 17.88 | 37.95 | 10.71 | 13.04 | 7.19 | 12.30 | 12.26 | 9.73 | 9.90 | 10.61 | 17.12 |
| Draw Down(%) | NA | 12.83 | 28.20 | 28.20 | 39.77 | NA | NA | … | … | 12.83 | 23.96 | 10.07 | 15.00 | 21.03 | 11.17 | 39.77 | 5.78 | 17.59 | 3.73 | 9.15 | 9.77 | 7.91 | 4.88 | 10.27 | 1.36 |
| Yield(%) | 0.00 | 9.78 | 7.13 | 3.79 | 6.00 | 7.05 | 5.29 | … | … | 0.00 | 9.04 | 8.47 | 0.83 | 0.00 | 0.28 | 0.40 | 12.54 | 12.70 | 5.72 | 6.17 | 6.27 | 6.46 | 7.58 | 7.64 | 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 |
|---|---|---|---|---|
| JSVSX (PERKINS SELECT VALUE FUND CLASS S) |
-3.79%
Mar 2017 – Mar 2020 |
1.52%
Mar 2015 – Mar 2020 |
5.27%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSVSX (PERKINS SELECT VALUE FUND CLASS S) |
16.84%
May 2023 – May 2026 |
12.32%
Nov 2012 – Nov 2017 |
9.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart