Perkins Mid's market value is the price at which a share of Perkins Mid trades on a public exchange. It measures the collective expectations of Perkins Mid Cap investors about its performance. Perkins Mid is trading at 17.03 as of the 12th of February 2026; that is 0.24 percent up since the beginning of the trading day. The fund's open price was 16.99. With this module, you can estimate the performance of a buy and hold strategy of Perkins Mid Cap and determine expected loss or profit from investing in Perkins Mid over a given investment horizon. Check out Perkins Mid Correlation, Perkins Mid Volatility and Perkins Mid Performance module to complement your research on Perkins Mid.
Understanding that Perkins Mid's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Perkins Mid represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. However, Perkins Mid's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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.
0.00
11/14/2025
No Change 0.00
0.0
In 3 months and 1 day
02/12/2026
0.00
If you would invest 0.00 in Perkins Mid on November 14, 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 Perkins Mid, Perkins Mid, American Beacon, Janus Contrarian, Sit International, American Beacon, and American Beacon. 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.
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.
Perkins Mid appears to be very steady, given 3 months investment horizon. Perkins Mid Cap maintains Sharpe Ratio (i.e., Efficiency) of 0.26, which implies the entity had a 0.26 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Perkins Mid Cap, which you can use to evaluate the volatility of the fund. Please evaluate Perkins Mid's Standard Deviation of 1.37, risk adjusted performance of 0.1977, and Downside Deviation of 0.8496 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.32, 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
0.80
Very good predictability
Perkins Mid Cap has very good predictability. Overlapping area represents the amount of predictability between Perkins Mid time series from 14th of November 2025 to 29th of December 2025 and 29th of December 2025 to 12th 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 Mid Cap price movement. The serial correlation of 0.8 indicates that around 80.0% of current Perkins Mid price fluctuation can be explain by its past prices.
Correlation Coefficient
0.8
Spearman Rank Test
0.86
Residual Average
0.0
Price Variance
0.15
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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.