Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVSCX (PERKINS SELECT VALUE FUND CLASS C) | 10.47% | 25.67% | 14.42% | 5.32% | 7.66% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVSCX (PERKINS SELECT VALUE FUND CLASS C) | 12/16/2011 | 06/05/2026 |
| 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 (%) | -0.52 | 25.67 | 14.42 | 5.32 | 7.66 | NA | NA | … | … | 10.47 | 3.39 | 15.18 | 14.14 | -9.77 | 12.22 | -3.93 | 25.62 | -8.17 | 12.91 | 18.15 | -0.88 | 6.21 | 21.67 | 11.38 | 2.10 |
| Sharpe Ratio | NA | 1.36 | 0.63 | 0.15 | 0.31 | NA | NA | … | … | 1.42 | 0.02 | 0.69 | 0.59 | -0.48 | 0.68 | -0.11 | 2.24 | -0.73 | 1.72 | 1.46 | -0.07 | 0.64 | 2.19 | 1.08 | 4.71 |
| Standard Deviation(%) | NA | 17.59 | 19.12 | 19.80 | 19.90 | NA | NA | … | … | 18.80 | 22.55 | 16.86 | 17.83 | 23.28 | 17.91 | 37.96 | 10.78 | 13.05 | 7.17 | 12.32 | 12.22 | 9.70 | 9.86 | 10.56 | 16.75 |
| Draw Down(%) | NA | 12.87 | 28.35 | 28.35 | 39.85 | NA | NA | … | … | 12.87 | 24.08 | 10.02 | 15.56 | 21.38 | 11.41 | 39.85 | 5.86 | 17.73 | 3.79 | 9.24 | 10.08 | 8.08 | 4.91 | 10.37 | 1.36 |
| Yield(%) | 0.00 | 10.10 | 6.96 | 3.61 | 5.60 | 6.51 | 4.89 | … | … | 0.00 | 9.26 | 8.45 | 0.08 | 0.00 | 0.00 | 0.00 | 11.79 | 11.69 | 5.74 | 5.95 | 5.91 | 5.30 | 7.50 | 7.52 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JVSCX (PERKINS SELECT VALUE FUND CLASS C) |
-4.53%
Mar 2017 – Mar 2020 |
0.70%
Mar 2015 – Mar 2020 |
4.48%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVSCX (PERKINS SELECT VALUE FUND CLASS C) |
15.97%
May 2023 – May 2026 |
11.49%
Nov 2012 – Nov 2017 |
8.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart