Perkins Select Value Fund Manager Performance Evaluation
| JSVDX Fund | USD 18.48 0.01 0.05% |
The fund holds a Beta of 1.27, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Perkins Select will likely underperform.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Perkins Select Value are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly conflicting fundamental indicators, Perkins Select may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.8200 |
Perkins |
Perkins Select Relative Risk vs. Return Landscape
If you would invest 1,732 in Perkins Select Value on August 30, 2024 and sell it today you would earn a total of 116.00 from holding Perkins Select Value or generate 6.7% return on investment over 90 days. Perkins Select Value is currently producing 0.1075% returns and takes up 1.1234% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Perkins, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Perkins Select Current Valuation
Fairly Valued
Today
Please note that Perkins Select's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Perkins Select Value holds a recent Real Value of $18.26 per share. The prevailing price of the fund is $18.48. We determine the value of Perkins Select Value from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Perkins Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Perkins Mutual Fund. However, Perkins Select's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 18.48 | Real 18.26 | Hype 18.48 | Naive 18.51 |
The intrinsic value of Perkins Select's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Perkins Select's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Perkins Select Value helps investors to forecast how Perkins mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Perkins Select more accurately as focusing exclusively on Perkins Select's fundamentals will not take into account other important factors: Perkins Select Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Perkins Select's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Perkins Select Value, and traders can use it to determine the average amount a Perkins Select's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0957
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | JSVDX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Perkins Select is performing at about 7% of its full potential. 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 Select by adding it to a well-diversified portfolio.
Perkins Select Fundamentals Growth
Perkins Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Perkins Select, and Perkins Select fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Perkins Mutual Fund performance.
| Price To Earning | 20.55 X | ||||
| Price To Book | 2.34 X | ||||
| Price To Sales | 1.28 X | ||||
| Total Asset | 127.13 M | ||||
About Perkins Select Performance
Evaluating Perkins Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Perkins Select has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Perkins Select has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund pursues its investment objective by investing, under normal circumstances, at least 80 percent of its net assets in common stocks of small- and mid-sized companies whose market capitalization is less than the 12-month average of the maximum market capitalization of companies included in the Russell 2500 tm Value Index. In addition, when the portfolio managers believe that market conditions are unfavorable for investing, or when he is otherwise unable to locate attractive investment opportunities, the funds cash or similar investments may increase.Things to note about Perkins Select Value performance evaluation
Checking the ongoing alerts about Perkins Select for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Perkins Select Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 96.86% of its assets under management (AUM) in equities |
- Analyzing Perkins Select's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Perkins Select's stock is overvalued or undervalued compared to its peers.
- Examining Perkins Select's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Perkins Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Perkins Select's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Perkins Select's mutual fund. These opinions can provide insight into Perkins Select's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |