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Perkins Discovery Fund (PDFDX) Sortino Ratio

Mutual Fund · Currency in USD · Last updated Aug 1, 2026

The fund will invest, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of domestic companies with market capitalizations of under $1 billion at the time of purchase. The equity securities the fund may purchase consist mostly of common stock, although the fund may purchase preferred and convertible stocks.

Sortino ratio is not yet available for PDFDX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Perkins Discovery Fund's Sortino Ratio with other mutual funds in the Health & Biotech Equities category across multiple time periods, showing how PDFDX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Aug 1, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
AHSAXAlger Health Sciences Fund4.38
FBDIXFranklin Biotechnology Discovery Fund4.00
FIJYXFidelity Advisor Biotechnology Fund Class Z3.85
FBTIXFidelity Advisor Biotechnology Fund I Class3.83
FBTAXFidelity Advisor Biotechnology Fund Class A3.82
FBTTXFidelity Advisor Biotechnology Fund Class M3.80
FBTCXFidelity Advisor Biotechnology Fund Class C3.76
JNGLXJanus Henderson Global Life Sciences Fund3.63
JAGLXJanus Henderson Global Life Sciences Fund Class T3.61
JFNAXJanus Henderson Global Life Sciences Fund Class A3.60
PDFDXPerkins Discovery Fund—
Benchmark

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Time Period

How much price history to include in the calculation

Historical Sortino Ratio

The chart shows PDFDX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when PDFDX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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