Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGVAX (PERKINS GLOBAL VALUE FUND CLASS T) | NA | -781,344.14% | nan% | nan% | nan% | nan% | NA | … | … |
Data as of 04/30/2021, Common starting date is 08/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGVAX (PERKINS GLOBAL VALUE FUND CLASS T) | 08/02/2001 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -560,942.87 | -781,344.14 | nan | nan | nan | nan | NA | … | … | -630,837.70 | 1.13 | 18.16 | -6.84 | 18.84 | 3.13 | -2.06 | 5.75 | 21.07 | 11.69 | 1.70 | 11.23 | 31.97 | -37.83 | 12.10 | 11.19 | 4.07 | 15.33 | 38.41 | -16.26 | 7.43 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.03 | 1.93 | -0.80 | 3.75 | 0.25 | -0.18 | 0.50 | 2.74 | 1.36 | 0.11 | 1.07 | 1.23 | -0.98 | 0.61 | 0.69 | 0.21 | 1.39 | 2.53 | -1.05 | 1.05 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 28.40 | 8.63 | 10.30 | 4.88 | 11.50 | 11.83 | 11.38 | 7.69 | 8.61 | 15.70 | 10.39 | 25.98 | 39.35 | 14.75 | 11.29 | 8.54 | 10.36 | 14.92 | 16.58 | 17.19 |
| Draw Down(%) | NA | 560,568.73 | 560,568.73 | 560,568.73 | 560,568.73 | NA | NA | … | … | 560,568.73 | 34.28 | 6.71 | 13.87 | 1.51 | 8.08 | 10.64 | 7.88 | 5.34 | 8.25 | 12.48 | 11.93 | 27.05 | 52.26 | 10.52 | 12.41 | 7.02 | 7.65 | 18.48 | 30.79 | 14.53 |
| Yield(%) | 8.41 | 20.69 | 10.31 | 8.03 | 6.95 | 5.77 | 6.74 | … | … | 79.37 | 8.08 | 7.71 | 7.75 | 3.05 | 2.09 | 4.71 | 6.09 | 6.31 | 6.96 | 5.58 | 2.16 | 3.09 | 4.20 | 5.31 | 15.48 | 0.79 | 0.21 | 0.34 | 0.00 | 0.00 |
Data as of 04/30/2021, Common starting date is 08/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGVAX (PERKINS GLOBAL VALUE FUND CLASS T) |
-13.27%
Feb 2006 – Feb 2009 |
-5.68%
Feb 2004 – Feb 2009 |
3.59%
Oct 2007 – Oct 2017 |
3.74%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGVAX (PERKINS GLOBAL VALUE FUND CLASS T) |
25.00%
Mar 2003 – Mar 2006 |
19.36%
Feb 2009 – Feb 2014 |
11.80%
Feb 2009 – Feb 2019 |
9.03%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart