Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPPSX (PERKINS GLOBAL VALUE FUND CLASS S) | NA | -23.44% | -12.64% | -4.75% | 0.35% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 07/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPPSX (PERKINS GLOBAL VALUE FUND CLASS S) | 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 (%) | -40.98 | -23.44 | -12.64 | -4.75 | 0.35 | NA | NA | … | … | -35.61 | -3.93 | 15.25 | -8.97 | 18.51 | 2.88 | -2.32 | 5.12 | 20.70 | 11.38 | 1.52 | 11.05 | 20.68 |
| Sharpe Ratio | NA | -0.43 | -0.38 | -0.19 | 0.00 | NA | NA | … | … | -0.80 | -0.15 | 1.62 | -1.01 | 3.69 | 0.23 | -0.20 | 0.67 | 2.70 | 1.33 | 0.09 | 1.05 | 4.16 |
| Standard Deviation(%) | NA | 54.93 | 35.34 | 27.91 | 21.22 | NA | NA | … | … | 93.07 | 28.37 | 8.55 | 10.23 | 4.87 | 11.62 | 11.80 | 7.56 | 7.67 | 8.59 | 15.77 | 10.42 | 11.17 |
| Draw Down(%) | NA | 41.15 | 41.15 | 41.15 | 41.15 | NA | NA | … | … | 41.15 | 34.64 | 6.97 | 15.75 | 1.56 | 8.17 | 10.71 | 7.45 | 5.39 | 8.30 | 12.53 | 11.96 | 2.48 |
| Yield(%) | 0.00 | 7.78 | 5.90 | 4.83 | 5.18 | 5.07 | 3.80 | … | … | 0.00 | 6.27 | 5.18 | 7.08 | 2.79 | 1.30 | 4.34 | 5.77 | 5.88 | 6.60 | 5.22 | 2.02 | 1.81 |
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 |
|---|---|---|---|---|
| JPPSX (PERKINS GLOBAL VALUE FUND CLASS S) |
-4.12%
Mar 2017 – Mar 2020 |
-1.39%
Mar 2015 – Mar 2020 |
3.69%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPPSX (PERKINS GLOBAL VALUE FUND CLASS S) |
14.41%
Sep 2011 – Sep 2014 |
11.66%
Aug 2009 – Aug 2014 |
7.13%
Dec 2009 – Dec 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart