Perkins Small Cap Fund Market Value
| JDSRX Fund | USD 24.19 0.05 0.21% |
| Symbol | Perkins |
Perkins Small '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 Small'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 Small.
| 10/26/2025 |
| 01/24/2026 |
If you would invest 0.00 in Perkins Small on October 26, 2025 and sell it all today you would earn a total of 0.00 from holding Perkins Small Cap or generate 0.0% return on investment in Perkins Small over 90 days. Perkins Small is related to or competes with Perkins Mid, Perkins Mid, Balanced Fund, Perkins Mid, Perkins Mid, Mfs Aggressive, and T Rowe. The fund pursues its investment objective by investing primarily in the common stocks of small companies whose stock pri... More
Perkins Small 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 Small'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 Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7598 | |||
| Information Ratio | 0.1563 | |||
| Maximum Drawdown | 5.1 | |||
| Value At Risk | (1.01) | |||
| Potential Upside | 2.12 |
Perkins Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Perkins Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Perkins Small's standard deviation. In reality, there are many statistical measures that can use Perkins Small historical prices to predict the future Perkins Small's volatility.| Risk Adjusted Performance | 0.1735 | |||
| Jensen Alpha | 0.1966 | |||
| Total Risk Alpha | 0.1325 | |||
| Sortino Ratio | 0.2098 | |||
| Treynor Ratio | 0.4998 |
Perkins Small 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 | 0.1735 | |||
| Market Risk Adjusted Performance | 0.5098 | |||
| Mean Deviation | 0.7475 | |||
| Semi Deviation | 0.3928 | |||
| Downside Deviation | 0.7598 | |||
| Coefficient Of Variation | 428.96 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.04 | |||
| Information Ratio | 0.1563 | |||
| Jensen Alpha | 0.1966 | |||
| Total Risk Alpha | 0.1325 | |||
| Sortino Ratio | 0.2098 | |||
| Treynor Ratio | 0.4998 | |||
| Maximum Drawdown | 5.1 | |||
| Value At Risk | (1.01) | |||
| Potential Upside | 2.12 | |||
| Downside Variance | 0.5772 | |||
| Semi Variance | 0.1543 | |||
| Expected Short fall | (0.87) | |||
| Skewness | 1.09 | |||
| Kurtosis | 2.67 |
Perkins Small Cap Backtested Returns
Perkins Small appears to be very steady, given 3 months investment horizon. Perkins Small Cap maintains Sharpe Ratio (i.e., Efficiency) of 0.21, which implies the entity had a 0.21 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Perkins Small Cap, which you can use to evaluate the volatility of the fund. Please evaluate Perkins Small's Semi Deviation of 0.3928, coefficient of variation of 428.96, and Risk Adjusted Performance of 0.1735 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.46, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Perkins Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Perkins Small is expected to be smaller as well.
Auto-correlation | 0.74 |
Good predictability
Perkins Small Cap has good predictability. Overlapping area represents the amount of predictability between Perkins Small 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 Small Cap price movement. The serial correlation of 0.74 indicates that around 74.0% of current Perkins Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.74 | |
| Spearman Rank Test | 0.73 | |
| Residual Average | 0.0 | |
| Price Variance | 0.19 |
Also Currently Popular
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 Small 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 Small security.
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