Inflation Protection Fund Key Fundamental Indicators
| PIPIX Fund | USD 7.73 0.01 0.13% |
As of the 10th of February, Inflation Protection retains the Market Risk Adjusted Performance of (0.12), downside deviation of 0.2146, and Risk Adjusted Performance of (0.01). Concerning fundamental indicators, the technical analysis model lets you check existing technical drivers of Inflation Protection Fund, as well as the relationship between them.
Inflation Protection's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Inflation Protection's valuation are provided below:Inflation Protection Fund does not presently have any fundamental trends for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Inflation |
Inflation Protection 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Inflation Protection's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Inflation Protection.
| 11/12/2025 |
| 02/10/2026 |
If you would invest 0.00 in Inflation Protection on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Inflation Protection Fund or generate 0.0% return on investment in Inflation Protection over 90 days. Inflation Protection is related to or competes with Lord Abbett, Jpmorgan Diversified, Massmutual Premier, Delaware Limited, Blackrock, The Gabelli, and Sentinel Small. The fund invests primarily in inflation-indexed bonds of varying maturities issued by the U.S More
Inflation Protection Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Inflation Protection's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Inflation Protection Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2146 | |||
| Information Ratio | (0.51) | |||
| Maximum Drawdown | 0.7807 | |||
| Value At Risk | (0.26) | |||
| Potential Upside | 0.2611 |
Inflation Protection Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Inflation Protection's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Inflation Protection's standard deviation. In reality, there are many statistical measures that can use Inflation Protection historical prices to predict the future Inflation Protection's volatility.| Risk Adjusted Performance | (0.01) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.43) | |||
| Treynor Ratio | (0.13) |
Inflation Protection February 10, 2026 Technical Indicators
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| Volume Indicators |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.12) | |||
| Mean Deviation | 0.1414 | |||
| Semi Deviation | 0.1383 | |||
| Downside Deviation | 0.2146 | |||
| Coefficient Of Variation | 3002.16 | |||
| Standard Deviation | 0.1818 | |||
| Variance | 0.033 | |||
| Information Ratio | (0.51) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.43) | |||
| Treynor Ratio | (0.13) | |||
| Maximum Drawdown | 0.7807 | |||
| Value At Risk | (0.26) | |||
| Potential Upside | 0.2611 | |||
| Downside Variance | 0.0461 | |||
| Semi Variance | 0.0191 | |||
| Expected Short fall | (0.19) | |||
| Skewness | 0.0248 | |||
| Kurtosis | (0.30) |
Inflation Protection Backtested Returns
At this stage we consider Inflation Mutual Fund to be very steady. Inflation Protection holds Efficiency (Sharpe) Ratio of 0.0257, which attests that the entity had a 0.0257 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Inflation Protection, which you can use to evaluate the volatility of the entity. Please check out Inflation Protection's Downside Deviation of 0.2146, market risk adjusted performance of (0.12), and Risk Adjusted Performance of (0.01) to validate if the risk estimate we provide is consistent with the expected return of 0.0044%. The fund retains a Market Volatility (i.e., Beta) of 0.0299, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Inflation Protection's returns are expected to increase less than the market. However, during the bear market, the loss of holding Inflation Protection is expected to be smaller as well.
Auto-correlation | -0.46 |
Modest reverse predictability
Inflation Protection Fund has modest reverse predictability. Overlapping area represents the amount of predictability between Inflation Protection time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Inflation Protection price movement. The serial correlation of -0.46 indicates that about 46.0% of current Inflation Protection price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.46 | |
| Spearman Rank Test | -0.22 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Inflation Protection Fund has an Annual Yield of 0.047%. This is much higher than that of the Principal Funds family and significantly higher than that of the Inflation-Protected Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Inflation Protection Fundamental Drivers 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 11.10 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 Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Inflation Protection's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Inflation Protection could also be used in its relative valuation, which is a method of valuing Inflation Protection by comparing valuation metrics of similar companies.Inflation Protection is currently under evaluation in annual yield among similar funds.
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 11.10 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 Fundamentals
| Total Asset | 2.28 B | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 0.52 % | ||||
| One Year Return | 6.07 % | ||||
| Three Year Return | 3.20 % | ||||
| Five Year Return | 0.81 % | ||||
| Ten Year Return | 3.13 % | ||||
| Net Asset | 2.3 B | ||||
| Last Dividend Paid | 0.05 | ||||
| Cash Position Weight | (0.69) % | ||||
| Bond Positions Weight | 0.53 % |
About Inflation Protection Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Inflation Protection Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Inflation Protection using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Inflation Protection Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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