Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPPIX (PERKINS GLOBAL VALUE FUND CLASS I) | NA | -15.46% | -8.03% | -1.53% | 2.25% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 07/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPPIX (PERKINS GLOBAL VALUE FUND CLASS I) | 07/07/2009 | 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 (%) | -39.40 | -15.46 | -8.03 | -1.53 | 2.25 | NA | NA | … | … | -31.83 | 1.27 | 18.19 | -6.72 | 19.00 | 3.31 | -1.98 | 5.58 | 21.38 | 11.82 | 1.92 | 10.79 | 19.66 |
| Sharpe Ratio | NA | -0.30 | -0.26 | -0.08 | 0.09 | NA | NA | … | … | -0.78 | 0.04 | 1.95 | -0.79 | 3.79 | 0.27 | -0.17 | 0.74 | 2.79 | 1.38 | 0.12 | 1.03 | 4.08 |
| Standard Deviation(%) | NA | 52.49 | 34.10 | 26.97 | 20.58 | NA | NA | … | … | 88.68 | 28.42 | 8.62 | 10.23 | 4.87 | 11.57 | 11.73 | 7.51 | 7.64 | 8.58 | 15.75 | 10.40 | 10.77 |
| Draw Down(%) | NA | 39.48 | 39.48 | 39.48 | 39.48 | NA | NA | … | … | 39.48 | 34.28 | 6.69 | 13.76 | 1.53 | 8.05 | 10.64 | 7.31 | 5.34 | 8.21 | 12.41 | 12.11 | 2.88 |
| Yield(%) | 0.00 | 10.29 | 7.70 | 6.33 | 6.19 | 5.97 | 4.47 | … | … | 0.00 | 8.38 | 7.91 | 7.99 | 3.20 | 2.34 | 4.89 | 6.39 | 6.58 | 6.94 | 5.84 | 2.65 | 1.86 |
Data as of 04/30/2021, Common starting date is 07/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPPIX (PERKINS GLOBAL VALUE FUND CLASS I) |
-2.18%
Mar 2017 – Mar 2020 |
-0.03%
Mar 2015 – Mar 2020 |
4.59%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPPIX (PERKINS GLOBAL VALUE FUND CLASS I) |
14.96%
Sep 2011 – Sep 2014 |
12.10%
May 2010 – May 2015 |
7.95%
Dec 2009 – Dec 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart