Principal Global Sustainable Fund Manager Performance Evaluation
| PGSLX Fund | 11.57 0.02 0.17% |
The fund holds a Beta of 0.0874, which implies not very significant fluctuations relative to the market. As returns on the market increase, Principal Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Principal Global is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Principal Global Sustainable are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Principal Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...morePrincipal |
Principal Global Relative Risk vs. Return Landscape
If you would invest 1,135 in Principal Global Sustainable on September 3, 2024 and sell it today you would earn a total of 22.00 from holding Principal Global Sustainable or generate 1.94% return on investment over 90 days. Principal Global Sustainable is currently producing 0.032% returns and takes up 0.6312% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Principal, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Principal Global Current Valuation
Overvalued
Today
Please note that Principal Global's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is overvalued. Principal Global Sus holds a recent Real Value of USD10.74 per share. The prevailing price of the fund is USD11.57. Our model determines the value of Principal Global Sus from analyzing the fund technical indicators and probability of bankruptcy. In general, investors support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Principal Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Principal Mutual Fund. However, Principal Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.57 | Real 10.74 | Hype 11.57 | Naive 11.8 |
The intrinsic value of Principal Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Principal Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Principal Global Sustainable helps investors to forecast how Principal mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Principal Global more accurately as focusing exclusively on Principal Global's fundamentals will not take into account other important factors: Principal Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Principal Global Sustainable, and traders can use it to determine the average amount a Principal Global's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0506
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| Negative Returns | PGSLX |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Principal Global is performing at about 3% 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 Global by adding it to a well-diversified portfolio.
Principal Global Fundamentals Growth
Principal Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Principal Global, and Principal Global fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Principal Mutual Fund performance.
About Principal Global Performance
Evaluating Principal Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Principal Global has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Principal Global has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objective by investing, under normal circumstances, at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities issued by listed infrastructure companies that are subject to the sub-advisors sustainable investing strategy. It invests primarily in equity securities regardless of market capitalization and invests in both value and growth securities. The fund also invests in REITs but only those REITs that are engaged in the development, operation, or management of infrastructure assets. It is non-diversified.Things to note about Principal Global Sus performance evaluation
Checking the ongoing alerts about Principal Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Principal Global Sus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Principal Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Principal Global's stock is overvalued or undervalued compared to its peers.
- Examining Principal Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Principal Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Principal Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Principal Global's mutual fund. These opinions can provide insight into Principal Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Principal Mutual Fund
Principal Global 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 Global security.
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