Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PDFDX (PERKINS DISCOVERY FUND INVESTOR) | -2.08% | 24.90% | 7.61% | -5.71% | 9.27% | 6.93% | 5.59% | … | … |
Data as of 06/04/2026, Common starting date is 04/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PDFDX (PERKINS DISCOVERY FUND INVESTOR) | 04/11/2000 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 24.90 | 7.61 | -5.71 | 9.27 | 6.93 | 5.59 | … | … | -2.08 | 9.94 | 19.19 | 10.77 | -39.93 | 2.11 | 62.16 | 15.01 | 22.17 | 11.58 | 6.87 | -10.49 | -4.42 | 41.43 | 11.74 | -14.20 | 33.79 | 65.26 | -52.25 | 0.79 | 10.89 | -7.92 | 19.10 | 67.87 | -31.53 | 5.06 | -46.62 |
| Sharpe Ratio | NA | 0.98 | 0.17 | -0.27 | 0.27 | NA | NA | … | … | -0.33 | 0.26 | 0.51 | 0.27 | -1.06 | 0.07 | 1.37 | 0.61 | 0.89 | 0.73 | 0.30 | -0.49 | -0.26 | 2.52 | 0.78 | -0.51 | 1.97 | 2.61 | -1.84 | -0.17 | 0.46 | -0.68 | 1.14 | 4.83 | -1.92 | 0.12 | -1.19 |
| Standard Deviation(%) | NA | 25.35 | 28.44 | 30.51 | 29.45 | NA | NA | … | … | 27.43 | 27.63 | 30.71 | 26.59 | 39.07 | 30.74 | 44.81 | 22.03 | 23.45 | 15.12 | 22.13 | 21.67 | 17.24 | 16.45 | 15.18 | 27.74 | 17.10 | 25.01 | 28.86 | 13.96 | 16.28 | 14.91 | 15.89 | 13.89 | 17.02 | 21.49 | 52.63 |
| Draw Down(%) | NA | 22.11 | 31.75 | 59.95 | 62.70 | NA | NA | … | … | 22.11 | 28.97 | 16.22 | 31.75 | 44.76 | 29.72 | 44.04 | 21.79 | 27.72 | 12.25 | 21.71 | 24.56 | 18.52 | 10.43 | 12.25 | 31.30 | 16.65 | 22.97 | 56.12 | 26.78 | 12.28 | 19.21 | 11.11 | 8.42 | 42.86 | 22.52 | 50.68 |
| Yield(%) | 0.00 | 5.20 | 1.73 | 4.74 | 8.09 | 6.07 | 4.94 | … | … | 0.00 | 4.48 | 0.00 | 0.00 | 1.04 | 24.56 | 2.72 | 0.00 | 0.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.64 | 0.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDFDX (PERKINS DISCOVERY FUND INVESTOR) |
-23.50%
Feb 2006 – Feb 2009 |
-12.86%
Feb 2004 – Feb 2009 |
-2.90%
Aug 2000 – Aug 2010 |
0.02%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PDFDX (PERKINS DISCOVERY FUND INVESTOR) |
41.83%
Feb 2018 – Feb 2021 |
32.32%
Feb 2016 – Feb 2021 |
17.47%
Feb 2009 – Feb 2019 |
11.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart