Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNGOX (PERKINS GLOBAL VALUE FUND CLASS D) | NA | -14.07% | -7.46% | -1.18% | 2.37% | 1.01% | NA | … | … |
Data as of 04/30/2021, Common starting date is 12/13/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNGOX (PERKINS GLOBAL VALUE FUND CLASS D) | 12/13/2001 | 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 (%) | -38.40 | -14.07 | -7.46 | -1.18 | 2.37 | 1.01 | NA | … | … | -30.73 | 1.32 | 18.54 | -6.74 | 18.88 | 3.21 | -2.04 | 5.39 | 21.19 | 11.70 | 1.75 | 11.44 | 31.97 | -42.12 | 9.14 | -3.73 | 4.07 | 15.33 | 38.41 | -15.91 | 2.31 |
| Sharpe Ratio | NA | -0.28 | -0.25 | -0.07 | 0.10 | NA | NA | … | … | -0.79 | 0.04 | 1.98 | -0.79 | 3.78 | 0.26 | -0.18 | 0.71 | 2.77 | 1.36 | 0.11 | 1.09 | 1.23 | -1.08 | 0.40 | -0.38 | 0.22 | 1.41 | 2.53 | -1.03 | 7.33 |
| Standard Deviation(%) | NA | 50.93 | 33.32 | 26.38 | 20.20 | NA | NA | … | … | 85.83 | 28.43 | 8.67 | 10.25 | 4.85 | 11.61 | 11.80 | 7.56 | 7.62 | 8.64 | 15.70 | 10.40 | 25.98 | 39.68 | 15.27 | 18.51 | 8.49 | 10.18 | 14.92 | 16.59 | 9.19 |
| Draw Down(%) | NA | 38.44 | 38.44 | 38.44 | 38.44 | NA | NA | … | … | 38.44 | 34.23 | 6.77 | 13.79 | 1.50 | 8.14 | 10.62 | 7.34 | 5.34 | 8.25 | 12.40 | 11.83 | 27.05 | 52.26 | 11.90 | 14.66 | 7.02 | 7.65 | 18.48 | 30.79 | 0.85 |
| Yield(%) | 0.00 | 10.01 | 7.64 | 6.25 | 6.07 | 3.86 | 4.35 | … | … | 0.00 | 8.16 | 8.10 | 7.84 | 3.12 | 2.17 | 4.72 | 6.12 | 6.28 | 6.99 | 5.62 | 2.29 | 3.09 | 0.02 | 2.37 | 0.62 | 0.79 | 0.21 | 0.34 | 0.35 | 0.20 |
Data as of 04/30/2021, Common starting date is 12/13/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNGOX (PERKINS GLOBAL VALUE FUND CLASS D) |
-20.00%
Feb 2006 – Feb 2009 |
-10.14%
Feb 2004 – Feb 2009 |
1.49%
Nov 2006 – Nov 2016 |
2.12%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNGOX (PERKINS GLOBAL VALUE FUND CLASS D) |
25.00%
Mar 2003 – Mar 2006 |
19.42%
Feb 2009 – Feb 2014 |
11.82%
Feb 2009 – Feb 2019 |
7.29%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart