Perkins Mid Cap Fund Price on February 13, 2023
| JDPAX Fund | USD 16.06 0.11 0.69% |
Below is the normalized historical share price chart for Perkins Mid Cap extending back to October 01, 2004. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Perkins Mid stands at 16.06, as last reported on the 25th of December, with the highest price reaching 16.06 and the lowest price hitting 16.06 during the day.
If you're considering investing in Perkins Mutual Fund, it is important to understand the factors that can impact its price. Perkins Mid Cap maintains Sharpe Ratio (i.e., Efficiency) of -0.1, which implies the entity had a -0.1% return per unit of risk over the last 3 months. Perkins Mid Cap exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Perkins Mid's Coefficient Of Variation of (1,018), risk adjusted performance of (0.07), and Variance of 1.99 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 = -0.1031
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JDPAX |
Estimated Market Risk
| 1.42 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Perkins Mid 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 Mid by adding Perkins Mid to a well-diversified portfolio.
Perkins Mid Valuation on February 13, 2023
It is possible to determine the worth of Perkins Mid on a given historical date. On February 13, 2023 Perkins was worth 16.25 at the beginning of the trading date compared to the closed value of 16.25. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Perkins Mid mutual fund. Still, in general, we apply an absolute valuation method to find Perkins Mid's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Perkins Mid where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Perkins Mid's related companies.
| Open | High | Low | Close | Volume | |
| 16.17 | 16.17 | 16.17 | 16.17 | 1.00 | |
02/13/2023 | 16.25 | 16.25 | 16.25 | 16.25 | 1.00 |
| 16.23 | 16.23 | 16.23 | 16.23 | 1.00 |
| Backtest Perkins Mid | | | Perkins Mid History | | | Perkins Mid Valuation | Previous | Next |
Perkins Mid Trading Date Momentum on February 13, 2023
| On February 14 2023 Perkins Mid Cap was traded for 16.23 at the closing time. The highest daily price throughout the period was 16.23 and the lowest price was 16.23 . There was no trading activity during the period 1.0. Lack of trading volume on 02/14/2023 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.12% . The trading delta at closing time to current closing price is 2.40% . |
Perkins Mid Cap Fundamentals Correlations and Trends
By evaluating Perkins Mid's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Perkins Mid's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Perkins financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Perkins Mid Mutual Fund history
Perkins Mid investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Perkins is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Perkins Mid Cap will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Perkins Mid stock prices may prove useful in developing a viable investing in Perkins Mid
The fund invests at least 80 percent of its net assets in equity securities of companies whose market capitalization falls, at the time of purchase, within the capitalization range of the Russell Midcap Value Index. The fund may invest, under normal circumstances, up to 20 percent of its net assets in securities of companies having market capitalizations outside of the aforementioned market capitalization ranges.
Perkins Mid Mutual Fund Technical Analysis
Perkins Mid 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.
Price Boundaries
Perkins Mid Period Price Range
Low | December 25, 2024
| High |
0.00 | 0.00 |
Perkins Mid Cap cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Perkins Mid December 25, 2024 Market Strength
Market strength indicators help investors to evaluate how Perkins Mid 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 Mid shares will generate the highest return on investment. By undertsting and applying Perkins Mid mutual fund market strength indicators, traders can identify Perkins Mid Cap entry and exit signals to maximize returns
Perkins Mid Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Perkins Mid'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 | (0.07) | |||
| Jensen Alpha | (0.18) | |||
| Total Risk Alpha | (0.21) | |||
| Treynor Ratio | (0.15) |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Perkins Mutual Fund
Perkins Mid 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 Mid security.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |