Perkins Small Cap Fund Market Value
| JISCX Fund | USD 25.16 0.36 1.41% |
| Symbol | 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-seven technical indicators for Perkins Small Cap, which you can use to evaluate the volatility of the fund. Please check Perkins Small's Semi Deviation of 0.594, coefficient of variation of 680.13, and Risk Adjusted Performance of 0.1119 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 |
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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