Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVSAX (PERKINS SELECT VALUE FUND CLASS A) | 12.37% | 28.00% | 15.78% | 6.39% | 8.64% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVSAX (PERKINS SELECT VALUE FUND CLASS A) | 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 | 28.00 | 15.78 | 6.39 | 8.64 | NA | NA | … | … | 12.37 | 4.20 | 15.92 | 14.97 | -9.13 | 13.24 | -3.24 | 26.69 | -7.44 | 13.78 | 19.06 | -0.01 | 6.97 | 22.63 | 12.22 | 2.10 |
| Sharpe Ratio | NA | 1.41 | 0.67 | 0.19 | 0.36 | NA | NA | … | … | 1.46 | 0.06 | 0.73 | 0.64 | -0.46 | 0.74 | -0.09 | 2.35 | -0.68 | 1.84 | 1.54 | 0.00 | 0.71 | 2.29 | 1.16 | 4.71 |
| Standard Deviation(%) | NA | 17.61 | 19.12 | 19.78 | 19.87 | NA | NA | … | … | 18.89 | 22.52 | 16.87 | 17.79 | 23.28 | 17.83 | 37.86 | 10.74 | 13.02 | 7.16 | 12.22 | 12.25 | 9.75 | 9.87 | 10.62 | 16.76 |
| Draw Down(%) | NA | 12.83 | 28.19 | 28.19 | 39.71 | NA | NA | … | … | 12.83 | 23.94 | 10.04 | 15.01 | 20.95 | 11.19 | 39.71 | 5.81 | 17.52 | 3.65 | 9.15 | 9.84 | 7.92 | 4.88 | 10.26 | 1.26 |
| Yield(%) | 0.00 | 9.61 | 7.03 | 3.79 | 5.96 | 7.06 | 5.29 | … | … | 0.00 | 8.87 | 8.40 | 0.78 | 0.26 | 0.39 | 0.55 | 12.33 | 12.13 | 5.66 | 6.21 | 6.25 | 6.25 | 8.00 | 8.06 | 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 |
|---|---|---|---|---|
| JVSAX (PERKINS SELECT VALUE FUND CLASS A) |
-3.77%
Mar 2017 – Mar 2020 |
1.52%
Mar 2015 – Mar 2020 |
5.30%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVSAX (PERKINS SELECT VALUE FUND CLASS A) |
16.79%
May 2023 – May 2026 |
12.40%
Nov 2012 – Nov 2017 |
9.78%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart