Perkins Small Cap Fund Price on March 23, 2023
If you're considering investing in Perkins Mutual Fund, it is important to understand the factors that can impact its price. Perkins Small Cap maintains Sharpe Ratio (i.e., Efficiency) of -0.0751, which implies the entity had a -0.0751 % return per unit of risk over the last 3 months. Perkins Small Cap exposes fifteen different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Perkins Small's Variance of 1.28, risk adjusted performance of (0.06), and Coefficient Of Variation of (1,331) to confirm the risk estimate we provide.
Perkins Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Perkins |
Sharpe Ratio = -0.0751
Best Portfolio | Best Equity | |||
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | JDSNX |
Estimated Market Risk
1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
-0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
-0.08 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Perkins Small is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Perkins Small by adding Perkins Small to a well-diversified portfolio.
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.
ZLAB | Zai Lab | |
ASLE | AerSale Corp | |
ATS | AT S Austria |
Price Boundaries
Perkins Small Period Price Range
Low | March 29, 2025
| High |
0.00 | 0.00 |
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Perkins Small March 29, 2025 Market Strength
Market strength indicators help investors to evaluate how Perkins Small mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Perkins Small shares will generate the highest return on investment. By undertsting and applying Perkins Small mutual fund market strength indicators, traders can identify Perkins Small Cap entry and exit signals to maximize returns
Perkins Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Perkins Small's price direction in advance. Along with the technical and fundamental analysis of Perkins Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Perkins to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | (0.06) | |||
Jensen Alpha | (0.04) | |||
Total Risk Alpha | (0.02) | |||
Treynor Ratio | (0.09) |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Other Tools for Perkins Mutual Fund
When running Perkins Small's price analysis, check to measure Perkins Small's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Perkins Small is operating at the current time. Most of Perkins Small's value examination focuses on studying past and present price action to predict the probability of Perkins Small's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Perkins Small's price. Additionally, you may evaluate how the addition of Perkins Small to your portfolios can decrease your overall portfolio volatility.
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