Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSVTX (PERKINS SELECT VALUE FUND CLASS T) | 11.73% | 27.10% | 15.67% | 6.44% | 8.79% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSVTX (PERKINS SELECT VALUE FUND CLASS T) | 12/16/2011 | 06/03/2026 |
| 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 (%) | -0.59 | 27.10 | 15.67 | 6.44 | 8.79 | NA | NA | … | … | 11.73 | 4.29 | 16.14 | 15.07 | -8.98 | 13.27 | -3.23 | 27.38 | -7.35 | 13.94 | 19.22 | 0.20 | 7.16 | 22.71 | 12.32 | 2.10 |
| Sharpe Ratio | NA | 1.41 | 0.68 | 0.20 | 0.36 | NA | NA | … | … | 1.47 | 0.06 | 0.74 | 0.65 | -0.45 | 0.74 | -0.09 | 2.41 | -0.67 | 1.86 | 1.54 | 0.01 | 0.73 | 2.29 | 1.16 | 4.71 |
| Standard Deviation(%) | NA | 17.59 | 19.12 | 19.79 | 19.88 | NA | NA | … | … | 18.81 | 22.52 | 16.90 | 17.79 | 23.32 | 17.83 | 37.87 | 10.75 | 13.06 | 7.16 | 12.31 | 12.29 | 9.77 | 9.89 | 10.66 | 16.76 |
| Draw Down(%) | NA | 12.77 | 28.15 | 28.15 | 39.81 | NA | NA | … | … | 12.77 | 23.93 | 10.03 | 14.98 | 20.89 | 11.19 | 39.81 | 5.79 | 17.48 | 3.64 | 9.22 | 9.76 | 7.91 | 4.88 | 10.26 | 1.26 |
| Yield(%) | 0.00 | 9.65 | 7.11 | 3.88 | 6.10 | 7.19 | 5.39 | … | … | 0.00 | 8.92 | 8.47 | 0.89 | 0.35 | 0.42 | 0.48 | 12.73 | 12.05 | 5.99 | 6.22 | 6.22 | 6.52 | 8.19 | 8.05 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| JSVTX (PERKINS SELECT VALUE FUND CLASS T) |
-3.58%
Mar 2017 – Mar 2020 |
1.69%
Mar 2015 – Mar 2020 |
5.47%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSVTX (PERKINS SELECT VALUE FUND CLASS T) |
16.90%
May 2023 – May 2026 |
12.56%
Nov 2012 – Nov 2017 |
9.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart