Perkins Select Value Fund Market Value
| JSVSX Fund | USD 16.35 0.08 0.49% |
| Symbol | Perkins |
Perkins Select '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 Select'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 Select.
| 11/28/2025 |
| 02/26/2026 |
If you would invest 0.00 in Perkins Select on November 28, 2025 and sell it all today you would earn a total of 0.00 from holding Perkins Select Value or generate 0.0% return on investment in Perkins Select over 90 days. Perkins Select 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, under normal circumstances, at least 80 percent of its net asset... More
Perkins Select 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 Select'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 Select Value upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.986 | |||
| Information Ratio | 0.1881 | |||
| Maximum Drawdown | 12.51 | |||
| Value At Risk | (1.51) | |||
| Potential Upside | 2.46 |
Perkins Select Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Perkins Select's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Perkins Select's standard deviation. In reality, there are many statistical measures that can use Perkins Select historical prices to predict the future Perkins Select's volatility.| Risk Adjusted Performance | 0.2027 | |||
| Jensen Alpha | 0.3832 | |||
| Total Risk Alpha | 0.194 | |||
| Sortino Ratio | 0.3041 | |||
| Treynor Ratio | 2.54 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Perkins Select'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 Select February 26, 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 | 0.2027 | |||
| Market Risk Adjusted Performance | 2.55 | |||
| Mean Deviation | 0.959 | |||
| Semi Deviation | 0.3537 | |||
| Downside Deviation | 0.986 | |||
| Coefficient Of Variation | 389.98 | |||
| Standard Deviation | 1.59 | |||
| Variance | 2.54 | |||
| Information Ratio | 0.1881 | |||
| Jensen Alpha | 0.3832 | |||
| Total Risk Alpha | 0.194 | |||
| Sortino Ratio | 0.3041 | |||
| Treynor Ratio | 2.54 | |||
| Maximum Drawdown | 12.51 | |||
| Value At Risk | (1.51) | |||
| Potential Upside | 2.46 | |||
| Downside Variance | 0.9721 | |||
| Semi Variance | 0.1251 | |||
| Expected Short fall | (1.10) | |||
| Skewness | 3.44 | |||
| Kurtosis | 20.06 |
Perkins Select Value Backtested Returns
Perkins Select appears to be very steady, given 3 months investment horizon. Perkins Select Value maintains Sharpe Ratio (i.e., Efficiency) of 0.23, which implies the entity had a 0.23 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Perkins Select Value, which you can use to evaluate the volatility of the fund. Please evaluate Perkins Select's Semi Deviation of 0.3537, coefficient of variation of 389.98, and Risk Adjusted Performance of 0.2027 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.16, which implies not very significant fluctuations relative to the market. As returns on the market increase, Perkins Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Perkins Select is expected to be smaller as well.
Auto-correlation | 0.67 |
Good predictability
Perkins Select Value has good predictability. Overlapping area represents the amount of predictability between Perkins Select time series from 28th of November 2025 to 12th of January 2026 and 12th of January 2026 to 26th 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 Select Value price movement. The serial correlation of 0.67 indicates that around 67.0% of current Perkins Select price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.67 | |
| Spearman Rank Test | 0.69 | |
| Residual Average | 0.0 | |
| Price Variance | 0.17 |
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 Select 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 Select security.
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