Perkins Small Year To Date Return vs. Five Year Return
| JDSAX Fund | USD 23.15 0.13 0.56% |
For Perkins Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Perkins Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Perkins Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Perkins Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Perkins Small Cap over time as well as its relative position and ranking within its peers.
Perkins |
Perkins Small Cap Five Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Perkins Small's current stock value. Our valuation model uses many indicators to compare Perkins Small value to that of its competitors to determine the firm's financial worth. Perkins Small Cap is currently considered the top fund in year to date return among similar funds. It also is currently considered the top fund in five year return among similar funds reporting about 0.72 of Five Year Return per Year To Date Return. The ratio of Year To Date Return to Five Year Return for Perkins Small Cap is roughly 1.39 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Perkins Small's earnings, one of the primary drivers of an investment's value.Perkins Five Year Return vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Perkins Small |
| = | 5.56 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Perkins Small |
| = | 4.00 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Perkins Five Year Return Comparison
Perkins Small is currently under evaluation in five year return among similar funds.
Perkins Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Perkins Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Perkins Small will eventually generate negative long term returns. The profitability progress is the general direction of Perkins Small's change in net profit over the period of time. It can combine multiple indicators of Perkins Small, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund pursues its investment objective by investing primarily in the common stocks of small companies whose stock prices are believed to be undervalued by the funds portfolio managers. It invests, under normal circumstances, at least 80 percent of its net assets in equity securities of small companies whose market capitalization, at the time of initial purchase, is less than the 12-month average of the maximum market capitalization for companies included in the Russell 2000 Value Index. The fund may invest up to 20 percent of its net assets in cash or similar investments.
Perkins Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Perkins Small. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Perkins Small position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Perkins Small's important profitability drivers and their relationship over time.
Use Perkins Small in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Perkins Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Perkins Small will appreciate offsetting losses from the drop in the long position's value.Perkins Small Pair Trading
Perkins Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Perkins Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Perkins Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Perkins Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Perkins Small Cap to buy it.
The correlation of Perkins Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Perkins Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Perkins Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Perkins Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Perkins Small position
In addition to having Perkins Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Other Information on Investing in Perkins Mutual Fund
To fully project Perkins Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Perkins Small Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Perkins Small's income statement, its balance sheet, and the statement of cash flows.
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