Perkins Mid Financials
| JDPNX Fund | USD 15.54 0.01 0.06% |
Perkins |
Please note that past performance is not an indicator of the future performance of Perkins Mid, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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.
Perkins Mid Fund Summary
Perkins Mid competes with Fidelity Low-priced, Vanguard Mid-cap, Jpmorgan Mid, and Jpmorgan 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.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US47103D7443 |
| Business Address | Janus Investment |
| Mutual Fund Family | Janus Henderson |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | NYSE Composite |
| Phone | 877 335 2687 |
| Currency | USD - US Dollar |
You should never invest in Perkins Mid Cap without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Perkins Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Perkins Mid's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Perkins Mid Key Financial Ratios
Generally speaking, Perkins Mid's financial ratios allow both analysts and investors to convert raw data from Perkins Mid's financial statements into concise, actionable information that can be used to evaluate the performance of Perkins Mid over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Perkins Mid Cap reports annually and quarterly.Perkins Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Perkins Mid's current stock value. Our valuation model uses many indicators to compare Perkins Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Perkins Mid competition to find correlations between indicators driving Perkins Mid's intrinsic value. More Info.Perkins Mid Cap is currently considered the top fund in price to earning among similar funds. It is currently considered the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Perkins Mid Cap is roughly 8.92 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Perkins Mid by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Perkins Mid's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Mid's earnings, one of the primary drivers of an investment's value.Perkins Mid Cap Systematic Risk
Perkins Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Perkins Mid 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 thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Perkins Mid Cap correlated with the market. If Beta is less than 0 Perkins Mid generally moves in the opposite direction as compared to the market. If Perkins Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Perkins Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Perkins Mid is generally in the same direction as the market. If Beta > 1 Perkins Mid moves generally in the same direction as, but more than the movement of the benchmark.
Perkins Mid April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Perkins Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Perkins Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Perkins Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Perkins Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Perkins Mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8068 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 3.17 | |||
| Value At Risk | (1.27) | |||
| Potential Upside | 1.15 |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Perkins Mid Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.