Jacob Micro Financials
| JMCGX Fund | USD 24.64 0.06 0.24% |
Jacob |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Jacob Micro Fund Summary
Jacob Micro competes with Small Company, Jacob Internet, Jacob Small, Amer Beacon, and Needham Small. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its assets in micro capitalization companies. Micro capitalization companies are defined as those companies with market capitalizations of less than or equal to 600 million or within the capitalization range of the Russell Micro Cap Growth Index at the time of purchase.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Jacob Internet |
| Mutual Fund Family | Jacob |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 888 522 6239 |
| Currency | USD - US Dollar |
Jacob Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Jacob Micro's current stock value. Our valuation model uses many indicators to compare Jacob Micro value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Jacob Micro competition to find correlations between indicators driving Jacob Micro's intrinsic value. More Info.Jacob Micro Cap is rated third overall fund in price to earning among similar funds. It is rated second overall fund in price to book among similar funds fabricating about 1.16 of Price To Book per Price To Earning. 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 Jacob Micro's earnings, one of the primary drivers of an investment's value.Jacob Micro Cap Systematic Risk
Jacob Micro's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Jacob Micro volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Jacob Micro Cap correlated with the market. If Beta is less than 0 Jacob Micro generally moves in the opposite direction as compared to the market. If Jacob Micro Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Jacob Micro Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Jacob Micro is generally in the same direction as the market. If Beta > 1 Jacob Micro moves generally in the same direction as, but more than the movement of the benchmark.
Jacob Micro December 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Jacob Micro help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Jacob Micro Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Jacob Micro Cap based on widely used predictive technical indicators. In general, we focus on analyzing Jacob Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Jacob Micro's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.35 | |||
| Information Ratio | 0.0612 | |||
| Maximum Drawdown | 5.98 | |||
| Value At Risk | (1.65) | |||
| Potential Upside | 2.19 |
Other Information on Investing in Jacob Mutual Fund
Jacob Micro financial ratios help investors to determine whether Jacob 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 Jacob with respect to the benefits of owning Jacob Micro security.
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