Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVSIX (PERKINS SELECT VALUE FUND CLASS I) | 12.52% | 28.25% | 16.08% | 6.68% | 8.96% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVSIX (PERKINS SELECT VALUE FUND CLASS I) | 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 (%) | 0.47 | 28.25 | 16.08 | 6.68 | 8.96 | NA | NA | … | … | 12.52 | 4.45 | 16.28 | 15.25 | -8.87 | 13.52 | -3.09 | 27.57 | -7.24 | 14.05 | 19.52 | 0.17 | 7.43 | 23.07 | 12.48 | 2.20 |
| Sharpe Ratio | NA | 1.42 | 0.69 | 0.20 | 0.37 | NA | NA | … | … | 1.48 | 0.07 | 0.74 | 0.66 | -0.44 | 0.76 | -0.09 | 2.41 | -0.66 | 1.88 | 1.57 | 0.01 | 0.76 | 2.32 | 1.18 | 4.99 |
| Standard Deviation(%) | NA | 17.62 | 19.15 | 19.81 | 19.90 | NA | NA | … | … | 18.84 | 22.50 | 17.03 | 17.78 | 23.31 | 17.81 | 37.92 | 10.83 | 13.05 | 7.16 | 12.32 | 12.27 | 9.72 | 9.95 | 10.58 | 16.79 |
| Draw Down(%) | NA | 12.80 | 28.11 | 28.11 | 39.82 | NA | NA | … | … | 12.80 | 23.92 | 10.00 | 14.90 | 20.76 | 11.07 | 39.82 | 5.80 | 17.50 | 3.64 | 9.14 | 9.74 | 7.82 | 4.86 | 10.17 | 1.36 |
| Yield(%) | 0.00 | 9.70 | 7.21 | 3.98 | 6.16 | 7.34 | 5.51 | … | … | 0.00 | 8.97 | 8.56 | 1.04 | 0.50 | 0.64 | 0.73 | 12.80 | 11.61 | 5.96 | 6.24 | 6.50 | 6.71 | 8.46 | 8.23 | 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 |
|---|---|---|---|---|
| JVSIX (PERKINS SELECT VALUE FUND CLASS I) |
-3.42%
Mar 2017 – Mar 2020 |
1.85%
Mar 2015 – Mar 2020 |
5.64%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVSIX (PERKINS SELECT VALUE FUND CLASS I) |
17.09%
May 2023 – May 2026 |
12.76%
Nov 2012 – Nov 2017 |
10.10%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart