Perkins Select Value Fund Price on November 19, 2024
| JSVDX Fund | USD 18.50 0.02 0.11% |
Below is the normalized historical share price chart for Perkins Select Value extending back to December 15, 2011. 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 Select stands at 18.50, as last reported on the 1st of December, with the highest price reaching 18.50 and the lowest price hitting 18.50 during the day.
If you're considering investing in Perkins Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Perkins Mutual Fund to be very steady. Perkins Select Value maintains Sharpe Ratio (i.e., Efficiency) of 0.13, which implies the entity had a 0.13% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Perkins Select Value, which you can use to evaluate the volatility of the fund. Please check Perkins Select's Risk Adjusted Performance of 0.087, semi deviation of 0.697, and Coefficient Of Variation of 910.99 to confirm if the risk estimate we provide is consistent with the expected return of 0.14%.
Perkins Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Perkins |
Sharpe Ratio = 0.1322
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Estimated Market Risk
| 1.08 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Perkins Select is performing at about 10% 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 Select by adding it to a well-diversified portfolio.
Perkins Select Valuation on November 19, 2024
It is possible to determine the worth of Perkins Select on a given historical date. On November 19, 2024 Perkins was worth 17.66 at the beginning of the trading date compared to the closed value of 17.66. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Perkins Select mutual fund. Still, in general, we apply an absolute valuation method to find Perkins Select'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 Select where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Perkins Select's related companies.
| Open | High | Low | Close | Volume | |
| 17.75 | 17.75 | 17.75 | 17.75 | 1.00 | |
11/19/2024 | 17.66 | 17.66 | 17.66 | 17.66 | 1.00 |
| 17.73 | 17.73 | 17.73 | 17.73 | 1.00 |
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Perkins Select Trading Date Momentum on November 19, 2024
| On November 20 2024 Perkins Select Value was traded for 17.73 at the closing time. The highest daily price throughout the period was 17.73 and the lowest price was 17.73 . There was no trading activity during the period 1.0. Lack of trading volume on 11/20/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.40% . The trading delta at closing time to current closing price is 4.76% . |
Perkins Select Value Fundamentals Correlations and Trends
By evaluating Perkins Select'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 Select'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 Select Mutual Fund history
Perkins Select 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 Select Value 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 Select stock prices may prove useful in developing a viable investing in Perkins Select
The fund pursues its investment objective by investing, under normal circumstances, at least 80 percent of its net assets in common stocks of small- and mid-sized companies whose market capitalization is less than the 12-month average of the maximum market capitalization of companies included in the Russell 2500 tm Value Index. In addition, when the portfolio managers believe that market conditions are unfavorable for investing, or when he is otherwise unable to locate attractive investment opportunities, the funds cash or similar investments may increase.
Perkins Select Mutual Fund Technical Analysis
Perkins Select 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 Select Period Price Range
Low | December 1, 2024
| High |
0.00 | 0.00 |
Perkins Select Value 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 Select December 1, 2024 Market Strength
Market strength indicators help investors to evaluate how Perkins Select 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 Select shares will generate the highest return on investment. By undertsting and applying Perkins Select mutual fund market strength indicators, traders can identify Perkins Select Value entry and exit signals to maximize returns
Perkins Select Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Perkins Select'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 | 0.087 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.0878 |
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Other Information on Investing in Perkins Mutual Fund
Perkins Select 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 Select security.
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