Perkins Small Financials
| JDSAX Fund | USD 27.84 0.04 0.14% |
Perkins |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Perkins Small Fund Summary
Perkins Small competes with Perkins Mid, Janus Enterprise, Janus Forty, Janus Triton, and Janus Overseas. The fund pursues its investment objective by investing primarily in the common stocks of small companies whose stock prices are believed to be undervalued by the funds portfolio managers. It invests, under normal circumstances, at least 80 percent of its net assets in equity securities of small companies whose market capitalization, at the time of initial purchase, is less than the 12-month average of the maximum market capitalization for companies included in the Russell 2000 Value Index. The fund may invest up to 20 percent of its net assets in cash or similar investments.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Janus Investment |
| Mutual Fund Family | Janus Henderson |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 877 335 2687 |
| Currency | USD - US Dollar |
Perkins Small Key Financial Ratios
Perkins Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Perkins Small's current stock value. Our valuation model uses many indicators to compare Perkins Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Perkins Small competition to find correlations between indicators driving Perkins Small's intrinsic value. More Info.Perkins Small 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 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Perkins Small Cap is roughly 10.06 . 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 Small's earnings, one of the primary drivers of an investment's value.Perkins Small Cap Systematic Risk
Perkins Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Perkins Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Perkins Small Cap correlated with the market. If Beta is less than 0 Perkins Small generally moves in the opposite direction as compared to the market. If Perkins Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Perkins Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Perkins Small is generally in the same direction as the market. If Beta > 1 Perkins Small moves generally in the same direction as, but more than the movement of the benchmark.
Perkins Small December 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Perkins Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Perkins Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Perkins Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Perkins Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Perkins Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9265 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 8.26 | |||
| Value At Risk | (1.41) | |||
| Potential Upside | 1.73 |
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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