Perkins Mid Cap Fund Manager Performance Evaluation
| JMVIX Fund | USD 16.62 0.10 0.61% |
The fund holds a Beta of 0.98, which implies possible diversification benefits within a given portfolio. Perkins Mid returns are very sensitive to returns on the market. As the market goes up or down, Perkins Mid is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Perkins Mid Cap are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Perkins Mid may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...more1 | Janus Henderson Mid Cap Value Fund Q1 2025 Commentary - Seeking Alpha | 05/20/2025 |
| Expense Ratio | 1.1400 |
Perkins |
Perkins Mid Relative Risk vs. Return Landscape
If you would invest 1,499 in Perkins Mid Cap on April 26, 2025 and sell it today you would earn a total of 163.00 from holding Perkins Mid Cap or generate 10.87% return on investment over 90 days. Perkins Mid Cap is currently producing 0.1704% returns and takes up 0.8699% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Perkins, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Perkins Mid Current Valuation
Overvalued
Today
Please note that Perkins Mid's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Perkins Mid Cap holds a recent Real Value of $15.05 per share. The prevailing price of the fund is $16.62. We determine the value of Perkins Mid Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Perkins Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Perkins Mutual Fund. However, Perkins Mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.62 | Real 15.05 | Hype 16.52 | Naive 16.47 |
The intrinsic value of Perkins Mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Perkins Mid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Perkins Mid Cap helps investors to forecast how Perkins mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Perkins Mid more accurately as focusing exclusively on Perkins Mid's fundamentals will not take into account other important factors: Perkins Mid Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Perkins Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Perkins Mid Cap, and traders can use it to determine the average amount a Perkins Mid's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1958
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | JMVIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.17 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Perkins Mid is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Perkins Mid by adding it to a well-diversified portfolio.
Perkins Mid Fundamentals Growth
Perkins Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Perkins Mid, and Perkins Mid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Perkins Mutual Fund performance.
| Price To Earning | 5.33 X | |||
| Price To Book | 2.14 X | |||
| Price To Sales | 1.28 X | |||
| Total Asset | 2.86 B | |||
About Perkins Mid Performance
Evaluating Perkins Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Perkins Mid has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Perkins Mid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in equity securities of companies whose market capitalization falls, at the time of purchase, within the capitalization range of the Russell Midcap Value Index. The fund may invest, under normal circumstances, up to 20 percent of its net assets in securities of companies having market capitalizations outside of the aforementioned market capitalization ranges.Things to note about Perkins Mid Cap performance evaluation
Checking the ongoing alerts about Perkins Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Perkins Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 96.48% of its assets under management (AUM) in equities |
- Analyzing Perkins Mid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Perkins Mid's stock is overvalued or undervalued compared to its peers.
- Examining Perkins Mid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Perkins Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Perkins Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Perkins Mid's mutual fund. These opinions can provide insight into Perkins Mid's potential for growth and whether the stock is currently undervalued or overvalued.
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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