Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPVDX (PERKINS VALUE PLUS INCOME FUND CLASS D) | NA | -19.13% | -5.55% | -0.44% | 2.81% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 08/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPVDX (PERKINS VALUE PLUS INCOME FUND CLASS D) | 08/02/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -36.19 | -19.13 | -5.55 | -0.44 | 2.81 | NA | NA | … | … | -31.66 | 6.27 | 18.45 | -4.36 | 9.53 | 10.67 | -2.49 | 9.33 | 13.66 | 11.57 | 3.68 | 7.93 |
| Sharpe Ratio | NA | -0.42 | -0.23 | -0.05 | 0.14 | NA | NA | … | … | -0.87 | 0.33 | 3.77 | -0.81 | 2.40 | 1.29 | -0.30 | 1.68 | 2.34 | 1.83 | 0.29 | 2.86 |
| Standard Deviation(%) | NA | 46.21 | 28.39 | 22.33 | 16.86 | NA | NA | … | … | 79.38 | 18.02 | 4.52 | 7.04 | 3.73 | 8.07 | 8.35 | 5.56 | 5.82 | 6.34 | 12.48 | 6.92 |
| Draw Down(%) | NA | 36.24 | 36.24 | 36.24 | 36.24 | NA | NA | … | … | 36.24 | 24.12 | 1.87 | 9.58 | 1.63 | 6.14 | 8.58 | 3.66 | 4.78 | 4.80 | 10.84 | 2.66 |
| Yield(%) | 0.00 | 3.49 | 5.15 | 5.33 | 6.07 | 4.70 | 3.53 | … | … | 0.60 | 3.25 | 6.26 | 6.07 | 6.56 | 3.68 | 4.46 | 11.19 | 8.48 | 5.49 | 6.58 | 1.46 |
Data as of 04/30/2021, Common starting date is 08/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPVDX (PERKINS VALUE PLUS INCOME FUND CLASS D) |
0.44%
Mar 2017 – Mar 2020 |
2.03%
Mar 2015 – Mar 2020 |
6.82%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPVDX (PERKINS VALUE PLUS INCOME FUND CLASS D) |
12.82%
Sep 2011 – Sep 2014 |
9.22%
Sep 2011 – Sep 2016 |
7.59%
Mar 2011 – Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart