Perkins Mid Cap Fund Net Asset
| JMVCX Fund | USD 15.48 0.11 0.71% |
As of the 24th of January, Perkins Mid holds the Risk Adjusted Performance of 0.1347, semi deviation of 0.375, and Coefficient Of Variation of 563.91. Perkins Mid Cap technical analysis gives you tools to exploit past prices in attempt to determine a pattern that determines the direction of the fund's future prices.
Perkins Mid's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Perkins Mid's valuation are provided below:Perkins Mid Cap does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Perkins |
Perkins Mid 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Perkins Mid's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Perkins Mid.
| 10/26/2025 |
| 01/24/2026 |
If you would invest 0.00 in Perkins Mid on October 26, 2025 and sell it all today you would earn a total of 0.00 from holding Perkins Mid Cap or generate 0.0% return on investment in Perkins Mid over 90 days. Perkins Mid is related to or competes with Janus Contrarian, Janus Contrarian, Perkins Small, Janus Contrarian, Perkins Small, Perkins Small, and Janus Contrarian. The fund invests at least 80 percent of its net assets in equity securities of companies whose market capitalization fal... More
Perkins Mid Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Perkins Mid's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Perkins Mid Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8876 | |||
| Information Ratio | 0.1223 | |||
| Maximum Drawdown | 11.0 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 1.69 |
Perkins Mid Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Perkins Mid's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Perkins Mid's standard deviation. In reality, there are many statistical measures that can use Perkins Mid historical prices to predict the future Perkins Mid's volatility.| Risk Adjusted Performance | 0.1347 | |||
| Jensen Alpha | 0.1954 | |||
| Total Risk Alpha | 0.1095 | |||
| Sortino Ratio | 0.1961 | |||
| Treynor Ratio | 0.3526 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Perkins Mid's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Perkins Mid January 24, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1347 | |||
| Market Risk Adjusted Performance | 0.3626 | |||
| Mean Deviation | 0.7546 | |||
| Semi Deviation | 0.375 | |||
| Downside Deviation | 0.8876 | |||
| Coefficient Of Variation | 563.91 | |||
| Standard Deviation | 1.42 | |||
| Variance | 2.03 | |||
| Information Ratio | 0.1223 | |||
| Jensen Alpha | 0.1954 | |||
| Total Risk Alpha | 0.1095 | |||
| Sortino Ratio | 0.1961 | |||
| Treynor Ratio | 0.3526 | |||
| Maximum Drawdown | 11.0 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 1.69 | |||
| Downside Variance | 0.7879 | |||
| Semi Variance | 0.1406 | |||
| Expected Short fall | (0.84) | |||
| Skewness | 4.67 | |||
| Kurtosis | 30.93 |
Perkins Mid Cap Backtested Returns
Perkins Mid appears to be very steady, given 3 months investment horizon. Perkins Mid Cap maintains Sharpe Ratio (i.e., Efficiency) of 0.18, which implies the entity had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Perkins Mid Cap, which you can use to evaluate the volatility of the fund. Please evaluate Perkins Mid's Semi Deviation of 0.375, coefficient of variation of 563.91, and Risk Adjusted Performance of 0.1347 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.69, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Perkins Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Perkins Mid is expected to be smaller as well.
Auto-correlation | 0.62 |
Good predictability
Perkins Mid Cap has good predictability. Overlapping area represents the amount of predictability between Perkins Mid time series from 26th of October 2025 to 10th of December 2025 and 10th of December 2025 to 24th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Perkins Mid Cap price movement. The serial correlation of 0.62 indicates that roughly 62.0% of current Perkins Mid price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.62 | |
| Spearman Rank Test | 0.69 | |
| Residual Average | 0.0 | |
| Price Variance | 0.08 |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Perkins Mid Cap has a Net Asset of 3.72 B. This is much higher than that of the Janus Henderson family and significantly higher than that of the Mid-Cap Value category. The net asset for all United States funds is notably lower than that of the firm.
Perkins Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Perkins Mid's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Perkins Mid could also be used in its relative valuation, which is a method of valuing Perkins Mid by comparing valuation metrics of similar companies.Perkins Mid is currently under evaluation in net asset among similar funds.
Perkins Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Perkins Mid's current stock value. Our valuation model uses many indicators to compare Perkins Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Perkins Mid competition to find correlations between indicators driving Perkins Mid's intrinsic value. More Info.Perkins Mid Cap is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.42 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Perkins Mid Cap is roughly 2.38 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Perkins Mid's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Perkins Mid
The fund consists of 96.48% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Perkins Mid's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Perkins Fundamentals
| Price To Earning | 5.09 X | ||||
| Price To Book | 2.14 X | ||||
| Price To Sales | 1.28 X | ||||
| Total Asset | 2.28 B | ||||
| Year To Date Return | 5.28 % | ||||
| One Year Return | 8.32 % | ||||
| Three Year Return | 9.80 % | ||||
| Five Year Return | 8.28 % | ||||
| Ten Year Return | 6.44 % | ||||
| Net Asset | 3.72 B | ||||
| Cash Position Weight | 3.52 % | ||||
| Equity Positions Weight | 96.48 % |
About Perkins Mid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Perkins Mid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Perkins Mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Perkins Mid Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Perkins Mutual Fund
Perkins Mid financial ratios help investors to determine whether Perkins Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Perkins with respect to the benefits of owning Perkins Mid security.
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