Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPVTX (PERKINS VALUE PLUS INCOME FUND CLASS T) | NA | -19.38% | -5.68% | -0.56% | 2.72% | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 08/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPVTX (PERKINS VALUE PLUS INCOME FUND CLASS T) | 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 (%) | -36.31 | -19.38 | -5.68 | -0.56 | 2.72 | NA | NA | … | … | -31.76 | 6.06 | 18.32 | -4.37 | 9.30 | 10.69 | -2.47 | 9.27 | 13.54 | 11.58 | 3.55 | 7.88 |
| Sharpe Ratio | NA | -0.42 | -0.23 | -0.06 | 0.14 | NA | NA | … | … | -0.87 | 0.32 | 3.73 | -0.81 | 2.35 | 1.29 | -0.30 | 1.67 | 2.32 | 1.83 | 0.28 | 2.82 |
| Standard Deviation(%) | NA | 46.33 | 28.45 | 22.37 | 16.89 | NA | NA | … | … | 79.60 | 18.01 | 4.53 | 7.06 | 3.70 | 8.06 | 8.36 | 5.56 | 5.83 | 6.35 | 12.44 | 6.97 |
| Draw Down(%) | NA | 36.36 | 36.36 | 36.36 | 36.36 | NA | NA | … | … | 36.36 | 24.10 | 1.80 | 9.53 | 1.63 | 6.14 | 8.57 | 3.67 | 4.79 | 4.71 | 10.81 | 2.66 |
| Yield(%) | 0.00 | 3.37 | 5.04 | 5.23 | 6.00 | 4.64 | 3.48 | … | … | 0.58 | 3.14 | 6.15 | 5.97 | 6.43 | 3.61 | 4.48 | 11.13 | 8.46 | 5.41 | 6.45 | 1.41 |
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 |
|---|---|---|---|---|
| JPVTX (PERKINS VALUE PLUS INCOME FUND CLASS T) |
0.36%
Mar 2017 – Mar 2020 |
1.96%
Mar 2015 – Mar 2020 |
6.75%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPVTX (PERKINS VALUE PLUS INCOME FUND CLASS T) |
12.79%
Sep 2011 – Sep 2014 |
9.20%
Sep 2011 – Sep 2016 |
7.50%
Nov 2010 – Nov 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart