Principal Capital Appreciation Fund Price on October 16, 2024
| CMNWX Fund | USD 85.53 0.54 0.63% |
Below is the normalized historical share price chart for Principal Capital Appreciation extending back to June 05, 1987. 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 Principal Capital stands at 85.53, as last reported on the 28th of November, with the highest price reaching 85.53 and the lowest price hitting 85.53 during the day.
If you're considering investing in Principal Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Principal Mutual Fund to be very steady. Principal Capital maintains Sharpe Ratio (i.e., Efficiency) of 0.15, which implies the entity had a 0.15% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Principal Capital, which you can use to evaluate the volatility of the fund. Please check Principal Capital's Risk Adjusted Performance of 0.127, coefficient of variation of 602.92, and Semi Deviation of 0.6115 to confirm if the risk estimate we provide is consistent with the expected return of 0.12%.
Principal Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Principal |
Sharpe Ratio = 0.1464
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | CMNWX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Principal Capital is performing at about 11% 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 Principal Capital by adding it to a well-diversified portfolio.
Principal Capital Valuation on October 16, 2024
It is possible to determine the worth of Principal Capital on a given historical date. On October 16, 2024 Principal was worth 82.74 at the beginning of the trading date compared to the closed value of 82.74. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Principal Capital mutual fund. Still, in general, we apply an absolute valuation method to find Principal Capital's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Principal Capital where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Principal Capital's related companies.
| Open | High | Low | Close | Volume | |
| 82.28 | 82.28 | 82.28 | 82.28 | 1.00 | |
10/16/2024 | 82.74 | 82.74 | 82.74 | 82.74 | 1.00 |
| 82.81 | 82.81 | 82.81 | 82.81 | 1.00 |
| Backtest Principal Capital | | | Principal Capital History | | | Principal Capital Valuation | Previous | Next |
Principal Capital Trading Date Momentum on October 16, 2024
| On October 17 2024 Principal Capital Appreciation was traded for 82.81 at the closing time. The highest daily price throughout the period was 82.81 and the lowest price was 82.81 . There was no trading activity during the period 1.0. Lack of trading volume on 10/17/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 0.08% . The trading delta at closing time to current closing price is 0.53% . |
Principal Capital Fundamentals Correlations and Trends
By evaluating Principal Capital's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Principal Capital's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Principal financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Principal Capital Mutual Fund history
Principal Capital 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 Principal is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Principal Capital 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 Principal Capital stock prices may prove useful in developing a viable investing in Principal Capital
The fund invests primarily in equity securities of companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. The managers seek to invest in securities of businesses that they believe are trading at a discount to their private market value , have a competitive advantage, andor that have barriers to entry in their respective industries.
Principal Capital Mutual Fund Technical Analysis
Principal Capital 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.
Price Boundaries
Principal Capital Period Price Range
Low | November 28, 2024
| High |
0.00 | 0.00 |
Principal Capital Appreciation cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Principal Capital November 28, 2024 Market Strength
Market strength indicators help investors to evaluate how Principal Capital mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Principal Capital shares will generate the highest return on investment. By undertsting and applying Principal Capital mutual fund market strength indicators, traders can identify Principal Capital Appreciation entry and exit signals to maximize returns
Principal Capital Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Principal Capital's price direction in advance. Along with the technical and fundamental analysis of Principal Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Principal 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 | 0.127 | |||
| Jensen Alpha | 0.014 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.0006) | |||
| Treynor Ratio | 0.1364 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Principal Mutual Fund
Principal Capital financial ratios help investors to determine whether Principal 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 Principal with respect to the benefits of owning Principal Capital security.
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Transaction History View history of all your transactions and understand their impact on performance | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account |