Perkins Mid Cap Fund Market Value
| JMVCX Fund | USD 15.48 0.10 0.64% |
| Symbol | Perkins |
Perkins Mid '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 Mid'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 Mid.
| 11/02/2025 |
| 01/31/2026 |
If you would invest 0.00 in Perkins Mid on November 2, 2025 and sell it all today you would earn a total of 0.00 from holding Perkins Mid Cap or generate 0.0% return on investment in Perkins Mid over 90 days. Perkins Mid is related to or competes with Janus Trarian, Janus Trarian, Perkins Small, Janus Trarian, Perkins Small, Perkins Small, and Janus Trarian. The fund invests at least 80 percent of its net assets in equity securities of companies whose market capitalization fal... More
Perkins Mid 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 Mid'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 Mid Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8507 | |||
| Information Ratio | 0.1391 | |||
| Maximum Drawdown | 11.0 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 1.69 |
Perkins Mid Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Perkins Mid's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Perkins Mid's standard deviation. In reality, there are many statistical measures that can use Perkins Mid historical prices to predict the future Perkins Mid's volatility.| Risk Adjusted Performance | 0.1373 | |||
| Jensen Alpha | 0.2135 | |||
| Total Risk Alpha | 0.1484 | |||
| Sortino Ratio | 0.232 | |||
| Treynor Ratio | 0.3623 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Perkins Mid'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 Mid January 31, 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 | 0.1373 | |||
| Market Risk Adjusted Performance | 0.3723 | |||
| Mean Deviation | 0.7457 | |||
| Semi Deviation | 0.3353 | |||
| Downside Deviation | 0.8507 | |||
| Coefficient Of Variation | 548.45 | |||
| Standard Deviation | 1.42 | |||
| Variance | 2.01 | |||
| Information Ratio | 0.1391 | |||
| Jensen Alpha | 0.2135 | |||
| Total Risk Alpha | 0.1484 | |||
| Sortino Ratio | 0.232 | |||
| Treynor Ratio | 0.3623 | |||
| Maximum Drawdown | 11.0 | |||
| Value At Risk | (1.16) | |||
| Potential Upside | 1.69 | |||
| Downside Variance | 0.7236 | |||
| Semi Variance | 0.1124 | |||
| Expected Short fall | (0.86) | |||
| Skewness | 4.71 | |||
| Kurtosis | 31.29 |
Perkins Mid Cap Backtested Returns
Perkins Mid appears to be very steady, given 3 months investment horizon. Perkins Mid Cap maintains Sharpe Ratio (i.e., Efficiency) of 0.2, which implies the entity had a 0.2 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Perkins Mid Cap, which you can use to evaluate the volatility of the fund. Please evaluate Perkins Mid's Semi Deviation of 0.3353, coefficient of variation of 548.45, and Risk Adjusted Performance of 0.1373 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.69, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Perkins Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Perkins Mid is expected to be smaller as well.
Auto-correlation | 0.61 |
Good predictability
Perkins Mid Cap has good predictability. Overlapping area represents the amount of predictability between Perkins Mid time series from 2nd of November 2025 to 17th of December 2025 and 17th of December 2025 to 31st of January 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 Mid Cap price movement. The serial correlation of 0.61 indicates that roughly 61.0% of current Perkins Mid price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.61 | |
| Spearman Rank Test | 0.7 | |
| Residual Average | 0.0 | |
| Price Variance | 0.08 |
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 Mid 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 Mid security.
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