Jacob Small Cap Fund Market Outlook
| JSIGX Fund | USD 24.19 0.42 1.71% |
Slightly above 61% of Jacob Small's investor base is looking to short. The analysis of overall sentiment of trading Jacob Small Cap mutual fund suggests that many investors are alarmed at this time. Jacob Small's investing sentiment can be driven by a variety of factors including economic data, Jacob Small's earnings reports, geopolitical events, and overall market trends.
Comfort Level 39
Alarmed
Panic | Confidence |
Today, several news technology companies offer sentiment data to assist traders in manufacturing news sentiment indicators for investment decisions. We partner with these technology firms in helping retail investors build forecasting models that use Jacob Small's input sentiment indicators derived from textual data and news published on major financial information outlets and social sites. These indicators can be used to analyze time-dependent numerical information representing public perception toward Jacob Small Cap.
News SentimentNeutral | Hype SentimentBearish | Insider SentimentWaiting |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Jacob Small Cap is 'Sell'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Jacob Small Cap given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Jacob Small Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Execute Jacob Small Advice
The Jacob recommendation should be used to complement the investment advice compiled from the current analysts' consensus on Jacob Small Cap. Macroaxis does not own or have any residual interests in Jacob Small Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Jacob Small's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Sell
Market Performance | Weakest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
For the selected time horizon Jacob Small Cap has a Mean Deviation of 1.37, Standard Deviation of 1.71 and Variance of 2.93Our trade recommendations module complements current analysts and expert consensus on Jacob Small Cap. It analyzes the fund potential to grow using all fundamental, technical, and market related data available at the time. Use Jacob Small price to book, three year return, as well as the relationship between the Three Year Return and equity positions weight to ensure your buy or sell decision on Jacob Small Cap is adequate.
Jacob Small Trading Alerts and Improvement Suggestions
| Jacob Small Cap generated a negative expected return over the last 90 days | |
| The fund generated five year return of -9.0% | |
| Jacob Small Cap retains 98.32% of its assets under management (AUM) in equities |
Jacob Small Returns Distribution Density
The distribution of Jacob Small's historical returns is an attempt to chart the uncertainty of Jacob Small's future price movements. The chart of the probability distribution of Jacob Small daily returns describes the distribution of returns around its average expected value. We use Jacob Small Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Jacob Small returns is essential to provide solid investment analysis for Jacob Small.
| Mean Return | -0.18 | Value At Risk | -2.81 | Potential Upside | 2.71 | Standard Deviation | 1.71 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Jacob Small historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Jacob Small Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Jacob Small or Jacob sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Jacob Small's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Jacob fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.2 | |
β | Beta against Dow Jones | 0.15 | |
σ | Overall volatility | 1.69 | |
Ir | Information ratio | -0.15 |
Jacob Small Volatility Alert
Jacob Small Cap exhibits very low volatility with skewness of -0.17 and kurtosis of -0.14. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Jacob Small's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Jacob Small's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Jacob Small Fundamentals Vs Peers
Comparing Jacob Small's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Jacob Small's direct or indirect competition across all of the common fundamentals between Jacob Small and the related equities. This way, we can detect undervalued stocks with similar characteristics as Jacob Small or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Jacob Small's fundamental indicators could also be used in its relative valuation, which is a method of valuing Jacob Small by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Jacob Small to competition |
| Fundamentals | Jacob Small | Peer Average |
| Price To Earning | 41.06 X | 6.53 X |
| Price To Book | 1.84 X | 0.74 X |
| Price To Sales | 1.54 X | 0.61 X |
| Year To Date Return | 1.05 % | 0.39 % |
| One Year Return | 15.19 % | 4.15 % |
| Three Year Return | 10.45 % | 3.60 % |
| Five Year Return | (9.43) % | 3.24 % |
| Ten Year Return | 8.59 % | 1.79 % |
| Net Asset | 10.27 M | 4.11 B |
| Minimum Initial Investment | 1000 K | 976.16 K |
| Cash Position Weight | 1.68 % | 10.61 % |
| Equity Positions Weight | 98.32 % | 63.90 % |
Jacob Small Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Jacob . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 24.19 | |||
| Day Typical Price | 24.19 | |||
| Price Action Indicator | (0.21) | |||
| Period Momentum Indicator | (0.42) |
About Jacob Small Buy or Sell Advice
When is the right time to buy or sell Jacob Small Cap? Buying financial instruments such as Jacob Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Jacob Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Single Stock ETFs Thematic Idea Now
Single Stock ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Single Stock ETFs theme has 432 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Single Stock ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Jacob Mutual Fund
Jacob Small financial ratios help investors to determine whether Jacob 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 Jacob with respect to the benefits of owning Jacob Small security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |