Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMVIX (PERKINS MID CAP VALUE FUND CLASS S) | 10.39% | 19.58% | 14.17% | 3.90% | 6.97% | 7.77% | 7.36% | … | … |
Data as of 06/05/2026, Common starting date is 01/02/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMVIX (PERKINS MID CAP VALUE FUND CLASS S) | 01/02/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 19.58 | 14.17 | 3.90 | 6.97 | 7.77 | 7.36 | … | … | 10.39 | 6.35 | 12.78 | 10.98 | -10.02 | 6.49 | -1.74 | 31.05 | -13.77 | 13.65 | 18.40 | -3.97 | 16.57 | 25.54 | 10.02 | -2.64 | 14.53 | 31.38 | -27.31 | 7.09 | 15.45 | 11.43 | 17.94 | 35.62 |
| Sharpe Ratio | NA | 1.28 | 0.73 | 0.07 | 0.29 | NA | NA | … | … | 1.65 | 0.20 | 0.69 | 0.49 | -0.54 | 0.36 | -0.05 | 2.73 | -1.12 | 1.73 | 1.37 | -0.30 | 0.42 | 2.39 | 0.82 | -0.12 | 0.87 | 1.15 | -0.76 | 0.28 | 1.23 | 0.94 | 1.58 | 2.54 |
| Standard Deviation(%) | NA | 13.26 | 14.94 | 17.26 | 18.53 | NA | NA | … | … | 14.20 | 17.69 | 13.20 | 15.02 | 21.47 | 18.19 | 37.46 | 10.85 | 13.55 | 7.54 | 13.23 | 13.40 | 39.42 | 10.67 | 12.22 | 21.88 | 16.52 | 27.15 | 37.08 | 14.36 | 9.79 | 9.75 | 10.72 | 13.83 |
| Draw Down(%) | NA | 8.72 | 19.80 | 23.99 | 40.23 | NA | NA | … | … | 8.72 | 17.12 | 8.30 | 13.72 | 16.99 | 12.34 | 40.23 | 5.38 | 20.72 | 3.77 | 10.01 | 10.58 | 20.86 | 5.70 | 11.18 | 21.66 | 14.15 | 24.19 | 44.66 | 10.12 | 8.38 | 6.38 | 7.27 | 10.10 |
| Yield(%) | 0.00 | 9.09 | 9.60 | 4.81 | 6.31 | 7.31 | 8.31 | … | … | 0.00 | 8.97 | 9.86 | 9.07 | 0.73 | 0.18 | 0.64 | 3.67 | 10.87 | 11.38 | 10.92 | 18.78 | 22.60 | 15.27 | 4.46 | 7.73 | 0.61 | 0.77 | 1.89 | 5.46 | 2.32 | 4.89 | 5.51 | 2.48 |
Data as of 06/05/2026, Common starting date is 01/02/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMVIX (PERKINS MID CAP VALUE FUND CLASS S) |
-9.33%
Feb 2006 – Feb 2009 |
-0.75%
Feb 2004 – Feb 2009 |
4.78%
Oct 2013 – Oct 2023 |
5.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMVIX (PERKINS MID CAP VALUE FUND CLASS S) |
25.37%
Mar 2003 – Mar 2006 |
18.88%
Feb 2009 – Feb 2014 |
13.38%
Feb 2009 – Feb 2019 |
11.31%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart