Perkins Small Cap Fund Key Fundamental Indicators
| JISCX Fund | USD 25.22 0.06 0.24% |
As of the 5th of March, Perkins Small holds the Risk Adjusted Performance of 0.1119, coefficient of variation of 680.13, and Semi Deviation of 0.594. Perkins Small Cap technical analysis gives you tools to exploit past prices in attempt to determine a pattern that determines the direction of the fund's future prices.
Perkins Small's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Perkins Small's valuation are provided below:Perkins Small Cap does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Perkins |
Perkins Small 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Perkins Small's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Perkins Small.
| 12/05/2025 |
| 03/05/2026 |
If you would invest 0.00 in Perkins Small on December 5, 2025 and sell it all today you would earn a total of 0.00 from holding Perkins Small Cap or generate 0.0% return on investment in Perkins Small over 90 days. Perkins Small is related to or competes with Perkins Select, Eventide Exponential, Biotechnology Fund, North Star, Saat Tax, Technology Fund, and Frontier Mfg. The fund pursues its investment objective by investing primarily in the common stocks of small companies whose stock pri... More
Perkins Small Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Perkins Small's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Perkins Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7737 | |||
| Information Ratio | 0.096 | |||
| Maximum Drawdown | 4.54 | |||
| Value At Risk | (1.33) | |||
| Potential Upside | 1.53 |
Perkins Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Perkins Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Perkins Small's standard deviation. In reality, there are many statistical measures that can use Perkins Small historical prices to predict the future Perkins Small's volatility.| Risk Adjusted Performance | 0.1119 | |||
| Jensen Alpha | 0.1213 | |||
| Total Risk Alpha | 0.078 | |||
| Sortino Ratio | 0.1075 | |||
| Treynor Ratio | (0.99) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Perkins Small's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Perkins Small March 5, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1119 | |||
| Market Risk Adjusted Performance | (0.98) | |||
| Mean Deviation | 0.6512 | |||
| Semi Deviation | 0.594 | |||
| Downside Deviation | 0.7737 | |||
| Coefficient Of Variation | 680.13 | |||
| Standard Deviation | 0.8658 | |||
| Variance | 0.7495 | |||
| Information Ratio | 0.096 | |||
| Jensen Alpha | 0.1213 | |||
| Total Risk Alpha | 0.078 | |||
| Sortino Ratio | 0.1075 | |||
| Treynor Ratio | (0.99) | |||
| Maximum Drawdown | 4.54 | |||
| Value At Risk | (1.33) | |||
| Potential Upside | 1.53 | |||
| Downside Variance | 0.5986 | |||
| Semi Variance | 0.3529 | |||
| Expected Short fall | (0.73) | |||
| Skewness | 0.3143 | |||
| Kurtosis | 0.7455 |
Perkins Small Cap Backtested Returns
At this stage we consider Perkins Mutual Fund to be very steady. Perkins Small Cap maintains Sharpe Ratio (i.e., Efficiency) of 0.14, which implies the entity had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Perkins Small Cap, which you can use to evaluate the volatility of the fund. Please check Perkins Small's Risk Adjusted Performance of 0.1119, coefficient of variation of 680.13, and Semi Deviation of 0.594 to confirm if the risk estimate we provide is consistent with the expected return of 0.12%. The fund holds a Beta of -0.12, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Perkins Small are expected to decrease at a much lower rate. During the bear market, Perkins Small is likely to outperform the market.
Auto-correlation | 0.23 |
Weak predictability
Perkins Small Cap has weak predictability. Overlapping area represents the amount of predictability between Perkins Small time series from 5th of December 2025 to 19th of January 2026 and 19th of January 2026 to 5th of March 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Perkins Small Cap price movement. The serial correlation of 0.23 indicates that over 23.0% of current Perkins Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.23 | |
| Spearman Rank Test | 0.27 | |
| Residual Average | 0.0 | |
| Price Variance | 0.21 |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
| Competition |
Based on the latest financial disclosure, Perkins Small Cap has a Price To Book of 2.01 times. This is much higher than that of the Janus Henderson family and significantly higher than that of the Small Value category. The price to book for all United States funds is notably lower than that of the firm.
Perkins Small Cap Fundamental Drivers 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 9.80 . 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 Price To Book Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Perkins Small's direct or indirect competition against its Price To Book to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Perkins Small could also be used in its relative valuation, which is a method of valuing Perkins Small by comparing valuation metrics of similar companies.Perkins Small is currently under evaluation in price to book among similar funds.
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 9.80 . 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.Fund Asset Allocation for Perkins Small
The fund consists of 97.56% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Perkins Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Perkins Fundamentals
| Price To Earning | 19.70 X | ||||
| Price To Book | 2.01 X | ||||
| Price To Sales | 1.40 X | ||||
| Total Asset | 2.71 B | ||||
| Annual Yield | 0.0004 % | ||||
| Year To Date Return | 10.09 % | ||||
| One Year Return | 19.13 % | ||||
| Three Year Return | 9.61 % | ||||
| Five Year Return | 6.83 % | ||||
| Ten Year Return | 6.30 % | ||||
| Net Asset | 3.05 B | ||||
| Last Dividend Paid | 0.15 | ||||
| Cash Position Weight | 2.43 % | ||||
| Equity Positions Weight | 97.56 % |
About Perkins Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Perkins Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Perkins Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Perkins Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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 purchase, is less than the 12-month 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.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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