Perkins Small Cap Fund Price History
| JDSRX Fund | USD 23.10 0.43 1.90% |
Below is the normalized historical share price chart for Perkins Small 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 Small stands at 23.10, as last reported on the 12th of December 2025, with the highest price reaching 23.10 and the lowest price hitting 23.10 during the day.
If you're considering investing in Perkins Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Perkins Mutual Fund to be very steady. Perkins Small Cap maintains Sharpe Ratio (i.e., Efficiency) of 0.0228, which implies the entity had a 0.0228 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Perkins Small Cap, which you can use to evaluate the volatility of the fund. Please check Perkins Small's Coefficient Of Variation of 4089.49, semi deviation of 1.04, and Risk Adjusted Performance of 0.0208 to confirm if the risk estimate we provide is consistent with the expected return of 0.0243%.
Perkins Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Perkins |
Sharpe Ratio = 0.0228
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| Negative Returns | JDSRX |
Based on monthly moving average Perkins Small is performing at about 1% 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 Small by adding it to a well-diversified portfolio.
Perkins Small Mutual Fund Price History Chart
There are several ways to analyze Perkins Small Cap Fund price data. The simplest method is using a basic Perkins candlestick price chart, which shows Perkins Small price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
| Highest Price | December 3, 2025 | 23.62 |
| Lowest Price | October 10, 2025 | 21.89 |
Perkins Small December 12, 2025 Mutual Fund Price Synopsis
Various analyses of Perkins Small's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Perkins Mutual Fund. It can be used to describe the percentage change in the price of Perkins Small from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Perkins Mutual Fund.| Perkins Small Price Action Indicator | 0.21 | |
| Perkins Small Price Rate Of Daily Change | 1.02 |
Perkins Small December 12, 2025 Mutual Fund Price Analysis
Perkins Mutual Fund Price History Data
The price series of Perkins Small for the period between Sat, Sep 13, 2025 and Fri, Dec 12, 2025 has a statistical range of 1.73 with a coefficient of variation of 1.66. Under current investment horizon, the daily prices are spread out with arithmetic mean of 22.79. The median price for the last 90 days is 22.76. The company completed dividends distribution on 12/19/2019.| Open | High | Low | Close | Volume | ||
12/12/2025 | 23.10 | 23.10 | 23.10 | 23.10 | ||
12/10/2025 | 23.10 | 23.10 | 23.10 | 23.10 | 1.00 | |
12/09/2025 | 22.67 | 22.67 | 22.67 | 22.67 | 1.00 | |
12/08/2025 | 23.46 | 23.46 | 23.46 | 23.46 | 1.00 | |
12/05/2025 | 23.60 | 23.60 | 23.60 | 23.60 | 1.00 | |
12/04/2025 | 23.53 | 23.53 | 23.53 | 23.53 | 1.00 | |
| 12/03/2025 | 23.62 | 23.62 | 23.62 | 23.62 | 1.00 | |
12/02/2025 | 23.37 | 23.37 | 23.37 | 23.37 | 1.00 | |
12/01/2025 | 23.48 | 23.48 | 23.48 | 23.48 | 1.00 | |
11/28/2025 | 23.54 | 23.54 | 23.54 | 23.54 | 1.00 | |
11/26/2025 | 23.53 | 23.53 | 23.53 | 23.53 | 1.00 | |
11/25/2025 | 23.39 | 23.39 | 23.39 | 23.39 | 1.00 | |
11/24/2025 | 22.91 | 22.91 | 22.91 | 22.91 | 1.00 | |
11/21/2025 | 22.72 | 22.72 | 22.72 | 22.72 | 1.00 | |
11/20/2025 | 22.16 | 22.16 | 22.16 | 22.16 | 1.00 | |
11/19/2025 | 22.34 | 22.34 | 22.34 | 22.34 | 1.00 | |
11/18/2025 | 22.32 | 22.32 | 22.32 | 22.32 | 1.00 | |
11/17/2025 | 22.24 | 22.24 | 22.24 | 22.24 | 1.00 | |
11/14/2025 | 22.73 | 22.73 | 22.73 | 22.73 | 1.00 | |
11/13/2025 | 22.78 | 22.78 | 22.78 | 22.78 | 1.00 | |
11/12/2025 | 23.06 | 23.06 | 23.06 | 23.06 | 1.00 | |
11/11/2025 | 23.04 | 23.04 | 23.04 | 23.04 | 1.00 | |
11/10/2025 | 22.92 | 22.92 | 22.92 | 22.92 | 1.00 | |
11/07/2025 | 22.72 | 22.72 | 22.72 | 22.72 | 1.00 | |
11/06/2025 | 22.39 | 22.39 | 22.39 | 22.39 | 1.00 | |
11/05/2025 | 22.54 | 22.54 | 22.54 | 22.54 | 1.00 | |
11/04/2025 | 22.30 | 22.30 | 22.30 | 22.30 | 1.00 | |
11/03/2025 | 22.38 | 22.38 | 22.38 | 22.38 | 1.00 | |
10/31/2025 | 22.35 | 22.35 | 22.35 | 22.35 | 1.00 | |
10/30/2025 | 22.36 | 22.36 | 22.36 | 22.36 | 1.00 | |
10/29/2025 | 22.49 | 22.49 | 22.49 | 22.49 | 1.00 | |
10/28/2025 | 22.74 | 22.74 | 22.74 | 22.74 | 1.00 | |
10/27/2025 | 22.89 | 22.89 | 22.89 | 22.89 | 1.00 | |
10/24/2025 | 22.87 | 22.87 | 22.87 | 22.87 | 1.00 | |
10/23/2025 | 22.73 | 22.73 | 22.73 | 22.73 | 1.00 | |
10/22/2025 | 22.60 | 22.60 | 22.60 | 22.60 | 1.00 | |
10/21/2025 | 22.77 | 22.77 | 22.77 | 22.77 | 1.00 | |
10/20/2025 | 22.66 | 22.66 | 22.66 | 22.66 | 1.00 | |
10/17/2025 | 22.35 | 22.35 | 22.35 | 22.35 | 1.00 | |
10/16/2025 | 22.23 | 22.23 | 22.23 | 22.23 | 1.00 | |
10/15/2025 | 22.62 | 22.62 | 22.62 | 22.62 | 1.00 | |
10/14/2025 | 22.64 | 22.64 | 22.64 | 22.64 | 1.00 | |
10/13/2025 | 22.26 | 22.26 | 22.26 | 22.26 | 1.00 | |
10/10/2025 | 21.89 | 21.89 | 21.89 | 21.89 | 1.00 | |
10/09/2025 | 22.51 | 22.51 | 22.51 | 22.51 | 1.00 | |
10/08/2025 | 22.71 | 22.71 | 22.71 | 22.71 | 1.00 | |
10/07/2025 | 22.61 | 22.61 | 22.61 | 22.61 | 1.00 | |
10/06/2025 | 22.83 | 22.83 | 22.83 | 22.83 | 1.00 | |
10/03/2025 | 22.86 | 22.86 | 22.86 | 22.86 | 1.00 | |
10/02/2025 | 22.74 | 22.74 | 22.74 | 22.74 | 1.00 | |
10/01/2025 | 22.74 | 22.74 | 22.74 | 22.74 | 1.00 | |
09/30/2025 | 22.74 | 22.74 | 22.74 | 22.74 | 1.00 | |
09/29/2025 | 22.74 | 22.74 | 22.74 | 22.74 | 1.00 | |
09/26/2025 | 22.86 | 22.86 | 22.86 | 22.86 | 1.00 | |
09/25/2025 | 22.64 | 22.64 | 22.64 | 22.64 | 1.00 | |
09/24/2025 | 22.76 | 22.76 | 22.76 | 22.76 | 1.00 | |
09/23/2025 | 22.87 | 22.87 | 22.87 | 22.87 | 1.00 | |
09/22/2025 | 22.90 | 22.90 | 22.90 | 22.90 | 1.00 | |
09/19/2025 | 22.90 | 22.90 | 22.90 | 22.90 | 1.00 | |
09/18/2025 | 23.17 | 23.17 | 23.17 | 23.17 | 1.00 | |
09/17/2025 | 22.81 | 22.81 | 22.81 | 22.81 | 1.00 |
About Perkins Small Mutual Fund history
Perkins Small 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 Small 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 Small stock prices may prove useful in developing a viable investing in Perkins Small
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 Small Mutual Fund Technical Analysis
Perkins Small 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.
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Perkins Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Perkins Small'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 | 0.0208 | |||
| Jensen Alpha | 0.0012 | |||
| Total Risk Alpha | (0.13) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 0.1038 |
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Other Information on Investing in Perkins Mutual Fund
Perkins Small 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 Small security.
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