Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMVAX (PERKINS MID CAP VALUE FUND CLASS I) | 10.41% | 17.85% | 13.69% | 4.30% | 7.39% | 7.74% | 7.55% | … | … |
Data as of 06/10/2026, Common starting date is 12/05/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMVAX (PERKINS MID CAP VALUE FUND CLASS I) | 12/05/2005 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 17.85 | 13.69 | 4.30 | 7.39 | 7.74 | 7.55 | … | … | 10.41 | 6.81 | 13.14 | 11.48 | -9.79 | 6.64 | -1.32 | 31.66 | -13.41 | 13.99 | 18.83 | -3.59 | 9.24 | 26.00 | 10.44 | -2.33 | 15.03 | 32.03 | -26.94 | 7.64 | 16.03 | -3.52 |
| Sharpe Ratio | NA | 1.31 | 0.76 | 0.09 | 0.31 | NA | NA | … | … | 1.67 | 0.22 | 0.72 | 0.52 | -0.52 | 0.36 | -0.04 | 2.81 | -1.09 | 1.78 | 1.40 | -0.27 | 0.91 | 2.43 | 0.86 | -0.11 | 0.91 | 1.18 | -0.75 | 0.31 | 1.29 | -3.02 |
| Standard Deviation(%) | NA | 13.29 | 14.95 | 17.31 | 18.54 | NA | NA | … | … | 14.24 | 17.70 | 13.19 | 15.06 | 21.55 | 18.30 | 37.41 | 10.76 | 13.57 | 7.51 | 13.27 | 13.39 | 10.08 | 10.69 | 12.24 | 21.90 | 16.49 | 27.16 | 37.06 | 14.36 | 9.80 | 14.02 |
| Draw Down(%) | NA | 8.72 | 19.65 | 23.92 | 40.20 | NA | NA | … | … | 8.72 | 17.02 | 8.27 | 13.63 | 16.78 | 12.52 | 40.20 | 5.28 | 20.66 | 3.76 | 10.05 | 10.50 | 7.05 | 5.68 | 11.16 | 21.52 | 14.08 | 24.11 | 44.53 | 10.07 | 8.28 | 5.02 |
| Yield(%) | 0.00 | 9.64 | 10.07 | 5.32 | 6.85 | 7.77 | 9.08 | … | … | 0.00 | 9.69 | 10.65 | 9.77 | 1.17 | 0.71 | 1.10 | 4.31 | 11.72 | 11.87 | 11.40 | 19.32 | 23.77 | 15.92 | 4.63 | 8.10 | 1.01 | 1.41 | 2.01 | 6.00 | 2.78 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/05/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMVAX (PERKINS MID CAP VALUE FUND CLASS I) |
-8.92%
Feb 2006 – Feb 2009 |
0.88%
May 2018 – May 2023 |
4.44%
Oct 2013 – Oct 2023 |
5.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMVAX (PERKINS MID CAP VALUE FUND CLASS I) |
23.48%
Feb 2009 – Feb 2012 |
19.38%
Feb 2009 – Feb 2014 |
13.06%
Feb 2009 – Feb 2019 |
10.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart