Perkins Small Cap Fund Price on November 5, 2024
| JDSAX Fund | USD 24.50 2.68 9.86% |
Below is the normalized historical share price chart for Perkins Small Cap extending back to October 01, 2004. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Perkins Small stands at 24.50, as last reported on the 11th of December 2024, with the highest price reaching 24.50 and the lowest price hitting 24.50 during the day.
If you're considering investing in Perkins Mutual Fund, it is important to understand the factors that can impact its price. Perkins Small Cap maintains Sharpe Ratio (i.e., Efficiency) of -0.0097, which implies the entity had a -0.0097% return per unit of risk over the last 3 months. Perkins Small Cap exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Perkins Small's Risk Adjusted Performance of 0.0033, coefficient of variation of (28,644), and Variance of 3.05 to confirm the risk estimate we provide.
Perkins Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Perkins |
Sharpe Ratio = -0.0097
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JDSAX |
Estimated Market Risk
| 1.78 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Perkins Small is not performing at its full potential. However, 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 Small by adding Perkins Small to a well-diversified portfolio.
Perkins Small Valuation on November 5, 2024
It is possible to determine the worth of Perkins Small on a given historical date. On November 5, 2024 Perkins was worth 25.86 at the beginning of the trading date compared to the closed value of 25.86. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Perkins Small mutual fund. Still, in general, we apply an absolute valuation method to find Perkins Small's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Perkins Small where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Perkins Small's related companies.
| Open | High | Low | Close | Volume | |
| 25.41 | 25.41 | 25.41 | 25.41 | 1.00 | |
11/05/2024 | 25.86 | 25.86 | 25.86 | 25.86 | 1.00 |
| 27.63 | 27.63 | 27.63 | 27.63 | 1.00 |
| Backtest Perkins Small | | | Perkins Small History | | | Perkins Small Valuation | Previous | Next |
Perkins Small Trading Date Momentum on November 5, 2024
| On November 06 2024 Perkins Small Cap was traded for 27.63 at the closing time. The highest daily price throughout the period was 27.63 and the lowest price was 27.63 . There was no trading activity during the period 1.0. Lack of trading volume on 11/06/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 6.84% . The trading delta at closing time to current closing price is 3.83% . |
Perkins Small Cap Fundamentals Correlations and Trends
By evaluating Perkins Small's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Perkins Small's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Perkins financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Perkins Small Mutual Fund history
Perkins Small investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Perkins is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Perkins Small Cap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Perkins Small stock prices may prove useful in developing a viable investing in Perkins Small
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.
Perkins Small Mutual Fund Technical Analysis
Perkins Small technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Perkins Small Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
Perkins Small Cap cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Perkins Small December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Perkins Small mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Perkins Small shares will generate the highest return on investment. By undertsting and applying Perkins Small mutual fund market strength indicators, traders can identify Perkins Small Cap entry and exit signals to maximize returns
Perkins Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Perkins Small's price direction in advance. Along with the technical and fundamental analysis of Perkins Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Perkins to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0033 | |||
| Jensen Alpha | (0.20) | |||
| Total Risk Alpha | (0.29) | |||
| Treynor Ratio | (0.01) |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
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.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |