Princeton Premium Fund Key Fundamental Indicators
| PPFIX Fund | USD 12.05 0.01 0.08% |
As of the 17th of February 2026, Princeton Premium holds the Coefficient Of Variation of 541.14, variance of 0.0818, and Risk Adjusted Performance of 0.1309. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Princeton Premium, as well as the relationship between them.
Princeton Premium'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 Princeton Premium's valuation are provided below:Princeton Premium does not presently have any trending fundamental ratios 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. Princeton |
Princeton Premium '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 Princeton Premium'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 Princeton Premium.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in Princeton Premium on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding Princeton Premium or generate 0.0% return on investment in Princeton Premium over 90 days. Princeton Premium is related to or competes with Princeton Premium, Putnam Asia, Princeton Adaptive, Power Floating, Fidelity Advisor, and The Arbitrage. The adviser utilize two principal investment strategies a premium collection strategy involving sale or purchase of put ... More
Princeton Premium 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 Princeton Premium'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 Princeton Premium upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 2.39 | |||
| Potential Upside | 0.0857 |
Princeton Premium Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Princeton Premium's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Princeton Premium's standard deviation. In reality, there are many statistical measures that can use Princeton Premium historical prices to predict the future Princeton Premium's volatility.| Risk Adjusted Performance | 0.1309 | |||
| Jensen Alpha | 0.044 | |||
| Total Risk Alpha | 0.0216 | |||
| Treynor Ratio | (2.24) |
Princeton Premium February 17, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1309 | |||
| Market Risk Adjusted Performance | (2.23) | |||
| Mean Deviation | 0.0883 | |||
| Coefficient Of Variation | 541.14 | |||
| Standard Deviation | 0.2861 | |||
| Variance | 0.0818 | |||
| Information Ratio | (0.06) | |||
| Jensen Alpha | 0.044 | |||
| Total Risk Alpha | 0.0216 | |||
| Treynor Ratio | (2.24) | |||
| Maximum Drawdown | 2.39 | |||
| Potential Upside | 0.0857 | |||
| Skewness | 7.75 | |||
| Kurtosis | 61.78 |
Princeton Premium Backtested Returns
At this stage we consider Princeton Mutual Fund to be very steady. Princeton Premium maintains Sharpe Ratio (i.e., Efficiency) of 0.18, which implies the entity had a 0.18 % return per unit of risk over the last 3 months. We have found twenty technical indicators for Princeton Premium, which you can use to evaluate the volatility of the fund. Please check Princeton Premium's Coefficient Of Variation of 541.14, risk adjusted performance of 0.1309, and Variance of 0.0818 to confirm if the risk estimate we provide is consistent with the expected return of 0.0539%. The fund holds a Beta of -0.0191, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Princeton Premium are expected to decrease at a much lower rate. During the bear market, Princeton Premium is likely to outperform the market.
Auto-correlation | 0.78 |
Good predictability
Princeton Premium has good predictability. Overlapping area represents the amount of predictability between Princeton Premium time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th 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 Princeton Premium price movement. The serial correlation of 0.78 indicates that around 78.0% of current Princeton Premium price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.78 | |
| Spearman Rank Test | 1.0 | |
| 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, Princeton Premium has an Annual Yield of 0.0286%. This is much higher than that of the Princeton family and significantly higher than that of the Options Trading category. The annual yield for all United States funds is notably lower than that of the firm.
Princeton Premium Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Princeton Premium's current stock value. Our valuation model uses many indicators to compare Princeton Premium value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Princeton Premium competition to find correlations between indicators driving Princeton Premium's intrinsic value. More Info.Princeton Premium is rated below average in annual yield among similar funds. It also is rated below average in year to date return among similar funds creating about 17.50 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 Princeton Premium's earnings, one of the primary drivers of an investment's value.Princeton Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Princeton Premium'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 Princeton Premium could also be used in its relative valuation, which is a method of valuing Princeton Premium by comparing valuation metrics of similar companies.Princeton Premium is rated below average in annual yield among similar funds.
Princeton Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Princeton Premium's current stock value. Our valuation model uses many indicators to compare Princeton Premium value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Princeton Premium competition to find correlations between indicators driving Princeton Premium's intrinsic value. More Info.Princeton Premium is rated below average in annual yield among similar funds. It also is rated below average in year to date return among similar funds creating about 17.50 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 Princeton Premium's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Princeton Premium
The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in stocks.Asset allocation divides Princeton Premium's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Princeton Fundamentals
| Total Asset | 275.82 M | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 0.50 % | ||||
| One Year Return | 7.17 % | ||||
| Three Year Return | 5.94 % | ||||
| Five Year Return | 6.27 % | ||||
| Net Asset | 280.6 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Cash Position Weight | 98.51 % | ||||
| Equity Positions Weight | 1.49 % |
About Princeton Premium Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Princeton Premium's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Princeton Premium using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Princeton Premium 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 adviser utilize two principal investment strategies a premium collection strategy involving sale or purchase of put options on the SP 500 Index and investing in fixed income securities. The funds adviser will determine the allocation between these strategies. The adviser intends to allocate between 30 percent to 100 percent of the funds net assets to the premium collection strategy at any given time.
Also Currently Popular
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 Princeton Mutual Fund
Princeton Premium financial ratios help investors to determine whether Princeton 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 Princeton with respect to the benefits of owning Princeton Premium security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |