Perkins Small Cap Fund Net Income
| JSIVX Fund | USD 26.89 0.03 0.11% |
As of the 19th of February, Perkins Small holds the Coefficient Of Variation of 538.66, semi deviation of 0.525, and Risk Adjusted Performance of 0.1485. 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.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Perkins Small on November 21, 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 Small, Perkins Mid, Artisan International, Perkins Mid, Perkins Mid, Jpmorgan Small, and Fidelity Advisor. 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 | 0.7838 | |||
| Information Ratio | 0.1359 | |||
| Maximum Drawdown | 4.5 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 2.03 |
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 | 0.1485 | |||
| Jensen Alpha | 0.1304 | |||
| Total Risk Alpha | 0.1207 | |||
| Sortino Ratio | 0.1627 | |||
| Treynor Ratio | 0.1783 |
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 February 19, 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 | 0.1485 | |||
| Market Risk Adjusted Performance | 0.1883 | |||
| Mean Deviation | 0.7023 | |||
| Semi Deviation | 0.525 | |||
| Downside Deviation | 0.7838 | |||
| Coefficient Of Variation | 538.66 | |||
| Standard Deviation | 0.9384 | |||
| Variance | 0.8806 | |||
| Information Ratio | 0.1359 | |||
| Jensen Alpha | 0.1304 | |||
| Total Risk Alpha | 0.1207 | |||
| Sortino Ratio | 0.1627 | |||
| Treynor Ratio | 0.1783 | |||
| Maximum Drawdown | 4.5 | |||
| Value At Risk | (1.21) | |||
| Potential Upside | 2.03 | |||
| Downside Variance | 0.6143 | |||
| Semi Variance | 0.2757 | |||
| Expected Short fall | (0.84) | |||
| Skewness | 0.4878 | |||
| Kurtosis | 0.8225 |
Perkins Small Cap Backtested Returns
Perkins Small appears to be very steady, given 3 months investment horizon. Perkins Small Cap maintains Sharpe Ratio (i.e., Efficiency) of 0.25, which implies the entity had a 0.25 % 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 evaluate Perkins Small's Coefficient Of Variation of 538.66, semi deviation of 0.525, and Risk Adjusted Performance of 0.1485 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.92, which implies possible diversification benefits within a given portfolio. Perkins Small returns are very sensitive to returns on the market. As the market goes up or down, Perkins Small is expected to follow.
Auto-correlation | 0.49 |
Average predictability
Perkins Small Cap has average predictability. Overlapping area represents the amount of predictability between Perkins Small time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th of February 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 0.49 indicates that about 49.0% of current Perkins Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.49 | |
| Spearman Rank Test | 0.39 | |
| Residual Average | 0.0 | |
| Price Variance | 0.43 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Perkins Small Cap reported net income of 0.0. This indicator is about the same for the Janus Henderson average (which is currently at 0.0) family and about the same as Small Value (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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.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 | 19.92 X | ||||
| Price To Book | 1.98 X | ||||
| Price To Sales | 1.16 X | ||||
| Total Asset | 3.81 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 10.41 % | ||||
| One Year Return | 15.69 % | ||||
| Three Year Return | 10.12 % | ||||
| Five Year Return | 7.90 % | ||||
| Ten Year Return | 6.80 % | ||||
| Net Asset | 3.05 B | ||||
| Last Dividend Paid | 0.25 | ||||
| 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.
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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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