Inflation Protection Financials
| PISPX Fund | USD 7.18 0.00 0.00% |
Inflation |
Please note that you must use caution to infer results of funds 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.
Inflation Protection Fund Summary
Inflation Protection competes with Delaware Healthcare, Alphacentric Lifesci, Tekla Healthcare, Live Oak, and Prudential Health. The fund invests primarily in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations. Under normal circumstances, the fund maintains an average portfolio duration that is within 20 percent of the duration of the Bloomberg U.S. Treasury Inflation Protected Securities Index. The fund is not managed to a particular maturity.Specialization | Inflation-Protected Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Principal Financial Group |
| Mutual Fund Family | Principal Funds |
| Mutual Fund Category | Inflation-Protected Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 222 5852 |
| Currency | USD - US Dollar |
Inflation Protection Key Financial Ratios
Inflation Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Inflation Protection's current stock value. Our valuation model uses many indicators to compare Inflation Protection value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Inflation Protection competition to find correlations between indicators driving Inflation Protection's intrinsic value. More Info.Inflation Protection Fund is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 740.90 of Year To Date Return per Annual Yield. 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 Inflation Protection's earnings, one of the primary drivers of an investment's value.Inflation Protection Systematic Risk
Inflation Protection's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Inflation Protection 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Inflation Protection correlated with the market. If Beta is less than 0 Inflation Protection generally moves in the opposite direction as compared to the market. If Inflation Protection Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Inflation Protection is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Inflation Protection is generally in the same direction as the market. If Beta > 1 Inflation Protection moves generally in the same direction as, but more than the movement of the benchmark.
Inflation Protection November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Inflation Protection help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Inflation Protection Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Inflation Protection Fund based on widely used predictive technical indicators. In general, we focus on analyzing Inflation Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Inflation Protection's daily price indicators and compare them against related drivers.
| Information Ratio | (0.60) | |||
| Maximum Drawdown | 1.09 | |||
| Value At Risk | (0.42) | |||
| Potential Upside | 0.2786 |
Other Information on Investing in Inflation Mutual Fund
Inflation Protection financial ratios help investors to determine whether Inflation 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 Inflation with respect to the benefits of owning Inflation Protection security.
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