Perkins Small Cap Fund Technical Analysis
| JDSAX Fund | USD 25.00 0.44 1.73% |
As of the 26th of January, Perkins Small holds the Semi Deviation of 0.5342, risk adjusted performance of 0.1368, and Coefficient Of Variation of 546.73. 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 Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Perkins, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to PerkinsPerkins |
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.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in Perkins Small on October 28, 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, Artisan International, Oakmark International, Perkins Mid, Perkins Mid, Perkins Mid, and Invesco Small. 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 | 0.8176 | |||
| Information Ratio | 0.1067 | |||
| Maximum Drawdown | 4.84 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 2.1 |
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 | 0.1368 | |||
| Jensen Alpha | 0.1166 | |||
| Total Risk Alpha | 0.0821 | |||
| Sortino Ratio | 0.1342 | |||
| Treynor Ratio | 0.198 |
Perkins Small January 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 | 0.1368 | |||
| Market Risk Adjusted Performance | 0.208 | |||
| Mean Deviation | 0.7491 | |||
| Semi Deviation | 0.5342 | |||
| Downside Deviation | 0.8176 | |||
| Coefficient Of Variation | 546.73 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.06 | |||
| Information Ratio | 0.1067 | |||
| Jensen Alpha | 0.1166 | |||
| Total Risk Alpha | 0.0821 | |||
| Sortino Ratio | 0.1342 | |||
| Treynor Ratio | 0.198 | |||
| Maximum Drawdown | 4.84 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 2.1 | |||
| Downside Variance | 0.6684 | |||
| Semi Variance | 0.2853 | |||
| Expected Short fall | (0.86) | |||
| Skewness | 0.9594 | |||
| Kurtosis | 2.1 |
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 0.19, which implies the entity had a 0.19 % 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 evaluate Perkins Small's Coefficient Of Variation of 546.73, risk adjusted performance of 0.1368, and Semi Deviation of 0.5342 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.9, 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 | 0.71 |
Good predictability
Perkins Small Cap has good predictability. Overlapping area represents the amount of predictability between Perkins Small time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th 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 Small Cap price movement. The serial correlation of 0.71 indicates that around 71.0% of current Perkins Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.71 | |
| Spearman Rank Test | 0.74 | |
| Residual Average | 0.0 | |
| Price Variance | 0.2 |
Perkins Small technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Perkins Small Cap Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Perkins Small Cap volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Perkins Small Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Perkins Small Cap on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Perkins Small Cap based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Perkins Small Cap price pattern first instead of the macroeconomic environment surrounding Perkins Small Cap. By analyzing Perkins Small's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Perkins Small's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Perkins Small specific price patterns or momentum indicators. Please read more on our technical analysis page.
Perkins Small January 26, 2026 Technical Indicators
Most technical analysis of Perkins help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Perkins from various momentum indicators to cycle indicators. When you analyze Perkins charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1368 | |||
| Market Risk Adjusted Performance | 0.208 | |||
| Mean Deviation | 0.7491 | |||
| Semi Deviation | 0.5342 | |||
| Downside Deviation | 0.8176 | |||
| Coefficient Of Variation | 546.73 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.06 | |||
| Information Ratio | 0.1067 | |||
| Jensen Alpha | 0.1166 | |||
| Total Risk Alpha | 0.0821 | |||
| Sortino Ratio | 0.1342 | |||
| Treynor Ratio | 0.198 | |||
| Maximum Drawdown | 4.84 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 2.1 | |||
| Downside Variance | 0.6684 | |||
| Semi Variance | 0.2853 | |||
| Expected Short fall | (0.86) | |||
| Skewness | 0.9594 | |||
| Kurtosis | 2.1 |
Perkins Small January 26, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Perkins stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | (Huge) | ||
| Rate Of Daily Change | 0.98 | ||
| Day Median Price | 25.00 | ||
| Day Typical Price | 25.00 | ||
| Price Action Indicator | (0.22) |
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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