Perkins Mutual Funds List
Here you can find all mutual funds issued by Perkins and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 2.50%
- Avg. 1 Year Return
- 33.51%
- Avg. 5 Year Return
- -4.78%
- Median Risk/Return Score
- 19 / 100
Perkins Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Perkins Discovery Fund | Health & Biotech Equities | Apr 8, 1998 | 2.50% | 2.17% | 9.84% | 9.58% | 19 |
Explore top Perkins Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Perkins Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Perkins Discovery Fund | 19 | — | Apr 1998 |
Best-Performing Perkins Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Perkins Discovery Fund | -4.78% | — | Apr 1998 |
Lowest-Cost Perkins Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Perkins Discovery Fund | 2.50% | — | Apr 1998 |
Highest-Yield Perkins Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Perkins Discovery Fund | 9.58% | — | Apr 1998 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.