Historical price context for PERKINS SMALL is based on observed exchange prices. This backtest view summarizes buy and hold performance over a selected horizon. As of March 15, 2026, PERKINS SMALL is priced at $23.56, reflecting 0.0848% down today after opening at $23.58.Use PERKINS SMALL Correlation, PERKINS SMALL Volatility and PERKINS SMALL Performance as supporting modules for PERKINS SMALL research. The set provides additional context for volatility and risk.
It is useful to distinguish PERKINS SMALL's value from its trading price, which are computed with different methods. For PERKINS SMALL, key inputs include a P/E ratio of 19.7, and a P/B ratio of 2.01. PERKINS SMALL market price reflects the current exchange level formed by active bids and offers.
What if' Analysis
Backtesting a what-if scenario on Perkins Small Cap helps investors see how the fund may have behaved if the position had been entered, held, or resized under different historical assumptions. Valuation should still be reviewed through market value, enterprise value, revenue scale, and balance-sheet quality. The point is not to predict the future from one chart, but to understand how sensitive the trade has been to timing and holding assumptions.
0.00
12/15/2025
No Change 0.00
0.0
In 3 months and 1 day
03/15/2026
0.00
If you invested 0.00 in PERKINS SMALL on December 15, 2025 and closed the position today, you would produce 0.00 in total gains. Overall, this is a 0.0% cumulative return in PERKINS SMALL for the period over 90 days. PERKINS SMALL has comparable peers such as PERKINS MID, PERKINS MID, PERKINS MID, PERKINS MID, BlackRock, BlackRock, and T ROWE. This provides context for relative positioning. The fund pursues its investment objective by investing primarily in the common stocks of small companies whose stock pri... More
Momentum Range Indicators for PERKINS SMALL Snapshot
Upside/downside measures for PERKINS SMALL frame directional pressure and range behavior. The signals are presented as informational context for recent price movement.
The concept of mean reversion suggests that PERKINS SMALL's price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.
Competitive analysis for PERKINS SMALL compares its financial performance, valuation multiples, and growth trajectory against sector peers. This peer-relative view often uncovers mispricing that single-company analysis would miss.
Over the selected 3 months, PERKINS SMALL demonstrates a very low volatility profile. It has a Sharpe Ratio of close to zero, which indicates that close to zero units of return per unit of risk over the last 3 months. We identified twenty-seven technical indicators supporting this volatility profile. Please analyze metrics such as Coefficient Of Variation of 3882.68, semi deviation of 0.9094, and risk-adjusted performance of 0.0221 to assess dispersion and downside exposure. The fund owns a Beta (Systematic Risk) of 0.97, which conveys possible diversification benefits within a given portfolio. With a beta near 1, PERKINS SMALL is expected to mirror market movements with minimal deviation in either direction.
Auto-correlation
-0.61
Very good reverse predictability
Perkins Small Cap exhibits very good reverse predictability. Autocorrelation measures the degree of predictability between PERKINS SMALL time series from 15th of December 2025 to 29th of January 2026 and from 29th of January 2026 to 15th of March 2026. Persistent correlation between intervals suggests underlying momentum patterns in PERKINS SMALL that may carry forward. The measured coefficient of -0.61 means roughly 61.0% of PERKINS SMALL's recent price variance traces back to prior period behavior. Given that Perkins Small Cap has negative autocorrelation for the selected time horizon, market participants may evaluate potential contrarian price behavior over comparable future intervals.
Correlation Coefficient
-0.61
Spearman Rank Test
-0.2
Residual Average
0.0
Price Variance
0.42
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