Institutional Separate Accounts

Performance Summary

View Performance Time Periods:
As of 12/31/2016Annualized Returns as of 12/31/2016
CALENDAR
YTD
QUARTER
ENDING
1 YEAR3 YEAR5 YEAR10 YEARSINCE
INCEPTION
PERKINS ALL CAP VALUE PORTFOLIO(Inception Date: 1/2010) |Portfolio Managers: Tom Perkins, Alec Perkins
Gross17.09%6.51%17.09%8.38%12.57%N/A10.64%
Net16.23%6.31%16.23%7.57%11.74%N/A9.82%
Russell 3000® Value Index18.40%7.24%18.40%8.55%14.81%5.76%12.75%
S&P 50011.96%3.82%11.96%8.87%14.66%6.95%12.83%
PERKINS GLOBAL VALUE PORTFOLIO(Inception Date: 6/2001) |Portfolio Managers: Gregory Kolb, CFA, George Maglares
Gross4.46%0.39%4.46%3.11%8.83%5.37%7.23%
Net3.84%0.24%3.84%2.49%8.19%4.65%6.26%
MSCI World Index Gross (USD)8.15%1.97%8.15%4.38%11.04%4.41%5.45%
MSCI All Country World Index (SM) Gross8.48%1.30%8.48%3.69%9.96%4.12%5.54%
PERKINS LARGE CAP VALUE PORTFOLIO(Inception Date: 10/2006) |Portfolio Managers: Tom Perkins, Kevin Preloger
Gross13.27%4.96%13.27%7.28%12.72%6.49%7.15%
Net12.65%4.81%12.65%6.70%12.11%5.90%6.55%
Russell 1000® Value Index17.34%6.68%17.34%8.59%14.80%5.72%6.37%
PERKINS MID CAP VALUE PORTFOLIO(Inception Date: 10/1998) |Portfolio Managers: Tom Perkins, Kevin Preloger, Justin Tugman, CFA
Gross19.52%6.29%19.52%8.37%12.49%7.49%13.34%
Net18.65%6.09%18.65%7.56%11.66%6.71%12.33%
Russell Midcap® Value Index20.00%5.52%20.00%9.45%15.70%7.59%10.32%
PERKINS SMALL CAP VALUE PORTFOLIO(Inception Date: 7/1988) |Portfolio Managers: Robert Perkins, Justin Tugman, CFA, Tom Reynolds
Gross27.50%10.50%27.50%10.64%14.36%9.37%13.43%
Net26.38%10.26%26.38%9.66%13.35%8.40%12.15%
Russell 2000® Value Index31.74%14.07%31.74%8.31%15.07%6.26%10.92%