Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAPSX (PERKINS LARGE CAP VALUE FUND CLASS S) | NA | -48.48% | -21.34% | -10.06% | -1.48% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 01/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAPSX (PERKINS LARGE CAP VALUE FUND CLASS S) | 01/09/2009 | 04/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -64.09 | -48.48 | -21.34 | -10.06 | -1.48 | NA | NA | … | … | -58.74 | 1.03 | 26.48 | -8.92 | 14.25 | 11.98 | -3.54 | 10.87 | 26.52 | 12.93 | -0.72 | 11.66 | 24.57 |
| Sharpe Ratio | NA | -0.46 | -0.35 | -0.22 | -0.05 | NA | NA | … | … | -0.52 | 0.02 | 2.45 | -0.73 | 2.22 | 0.91 | -0.25 | 1.06 | 2.59 | 1.15 | -0.03 | 0.71 | 1.03 |
| Standard Deviation(%) | NA | 104.56 | 63.53 | 49.65 | 36.56 | NA | NA | … | … | 180.42 | 36.40 | 10.25 | 13.94 | 6.16 | 12.88 | 14.24 | 10.27 | 10.21 | 11.31 | 21.43 | 16.24 | 24.53 |
| Draw Down(%) | NA | 64.33 | 64.33 | 64.33 | 64.33 | NA | NA | … | … | 64.33 | 37.59 | 5.61 | 18.15 | 3.44 | 8.72 | 11.68 | 7.83 | 4.85 | 9.40 | 19.73 | 14.67 | 21.20 |
| Yield(%) | 0.00 | 6.85 | 8.02 | 9.16 | 8.14 | 8.20 | 6.15 | … | … | 0.00 | 5.53 | 4.73 | 14.95 | 13.87 | 8.84 | 4.85 | 7.03 | 10.93 | 3.15 | 5.77 | 3.12 | 0.35 |
Data as of 04/30/2021, Common starting date is 01/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAPSX (PERKINS LARGE CAP VALUE FUND CLASS S) |
-2.43%
Mar 2017 – Mar 2020 |
1.01%
Mar 2015 – Mar 2020 |
5.75%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAPSX (PERKINS LARGE CAP VALUE FUND CLASS S) |
20.60%
Feb 2009 – Feb 2012 |
18.62%
Feb 2009 – Feb 2014 |
12.46%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart