Perkins Small Cap Value Fund Class R (JDSRX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 2.54% | 0.78% | 1.76% |
Year-to-Date | 0.79% | -2.31% | 3.10% |
1 Year | 9.76% | 0.00% | 9.76% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
37%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 37% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.33%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,646
Real cost (fees + lost compounding)
$2,041
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
97%
Return in excess of styles
(over past year)
-13.59%