Principal Lifetime 2050 Fund Manager Performance Evaluation
| PTEFX Fund | USD 18.62 0.14 0.76% |
The fund holds a Beta of -0.0272, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Principal Lifetime are expected to decrease at a much lower rate. During the bear market, Principal Lifetime is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Principal Lifetime 2050 are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Principal Lifetime showed solid returns over the last few months and may actually be approaching a breakup point.
...morePRINCIPAL |
Principal Lifetime Relative Risk vs. Return Landscape
If you would invest 1,627 in Principal Lifetime 2050 on October 30, 2025 and sell it today you would earn a total of 235.00 from holding Principal Lifetime 2050 or generate 14.44% return on investment over 90 days. Principal Lifetime 2050 is currently producing 0.2298% returns and takes up 1.3377% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than PRINCIPAL, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Principal Lifetime Current Valuation
Overvalued
Today
Please note that Principal Lifetime's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Principal Lifetime 2050 holds a recent Real Value of $17.91 per share. The prevailing price of the fund is $18.62. We determine the value of Principal Lifetime 2050 from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we 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 Lifetime is currently traded on the exchange, buyers and sellers on that exchange determine the market value of PRINCIPAL Mutual Fund. However, Principal Lifetime'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 18.62 | Real 17.91 | Hype 18.62 | Naive 18.62 |
The intrinsic value of Principal Lifetime'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 Lifetime'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 Lifetime 2050 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 Lifetime more accurately as focusing exclusively on Principal Lifetime's fundamentals will not take into account other important factors: Principal Lifetime Target Price Odds to finish over Current Price
The tendency of PRINCIPAL Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 18.62 | 90 days | 18.62 | about 7.15 |
Based on a normal probability distribution, the odds of Principal Lifetime to move above the current price in 90 days from now is about 7.15 (This Principal Lifetime 2050 probability density function shows the probability of PRINCIPAL Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Principal Lifetime 2050 has a beta of -0.0272 indicating as returns on the benchmark increase, returns on holding Principal Lifetime are expected to decrease at a much lower rate. During a bear market, however, Principal Lifetime 2050 is likely to outperform the market. Additionally Principal Lifetime 2050 has an alpha of 0.2217, implying that it can generate a 0.22 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Principal Lifetime Price Density |
| Price |
Predictive Modules for Principal Lifetime
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Principal Lifetime 2050. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Principal Lifetime Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Principal Lifetime is not an exception. The market had few large corrections towards the Principal Lifetime's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Principal Lifetime 2050, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Principal Lifetime within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.22 | |
β | Beta against Dow Jones | -0.03 | |
σ | Overall volatility | 0.99 | |
Ir | Information ratio | 0.11 |
Principal Lifetime Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Principal Lifetime for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Principal Lifetime 2050 can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Principal Lifetime Fundamentals Growth
PRINCIPAL Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Principal Lifetime, and Principal Lifetime 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.
| Price To Earning | 17.83 X | ||||
| Price To Book | 2.03 X | ||||
| Price To Sales | 1.42 X | ||||
| Total Asset | 2.58 B | ||||
About Principal Lifetime Performance
Evaluating Principal Lifetime's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Principal Lifetime 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 Lifetime 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 investment seeks a total return consisting of long-term growth of capital and current income. Principal Fds is traded on NASDAQ Exchange in the United States.Things to note about Principal Lifetime 2050 performance evaluation
Checking the ongoing alerts about Principal Lifetime for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Principal Lifetime 2050 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Principal Lifetime's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Principal Lifetime's mutual fund performance include:- Analyzing Principal Lifetime'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 Lifetime's stock is overvalued or undervalued compared to its peers.
- Examining Principal Lifetime'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 Lifetime's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Principal Lifetime's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Principal Lifetime's mutual fund. These opinions can provide insight into Principal Lifetime's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in PRINCIPAL Mutual Fund
Principal Lifetime 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 Lifetime security.
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |