Principal Midcap Value Fund Market Value
| PCMSX Fund | USD 16.97 0.11 0.65% |
| Symbol | Principal |
Principal Midcap '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 Principal Midcap'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 Principal Midcap.
| 12/02/2025 |
| 03/02/2026 |
If you would invest 0.00 in Principal Midcap on December 2, 2025 and sell it all today you would earn a total of 0.00 from holding Principal Midcap Value or generate 0.0% return on investment in Principal Midcap over 90 days. Principal Midcap is related to or competes with Ultra-short Fixed, Blrc Sgy, Dodge Cox, Ambrus Core, California Bond, T Rowe, and Legg Mason. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment p... More
Principal Midcap 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 Principal Midcap'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 Principal Midcap Value upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6006 | |||
| Information Ratio | 0.1911 | |||
| Maximum Drawdown | 7.49 | |||
| Value At Risk | (0.89) | |||
| Potential Upside | 1.55 |
Principal Midcap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Midcap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Principal Midcap's standard deviation. In reality, there are many statistical measures that can use Principal Midcap historical prices to predict the future Principal Midcap's volatility.| Risk Adjusted Performance | 0.2166 | |||
| Jensen Alpha | 0.2153 | |||
| Total Risk Alpha | 0.168 | |||
| Sortino Ratio | 0.323 | |||
| Treynor Ratio | 0.3735 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Principal Midcap's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Principal Midcap March 2, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.2166 | |||
| Market Risk Adjusted Performance | 0.3835 | |||
| Mean Deviation | 0.6377 | |||
| Downside Deviation | 0.6006 | |||
| Coefficient Of Variation | 357.53 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.03 | |||
| Information Ratio | 0.1911 | |||
| Jensen Alpha | 0.2153 | |||
| Total Risk Alpha | 0.168 | |||
| Sortino Ratio | 0.323 | |||
| Treynor Ratio | 0.3735 | |||
| Maximum Drawdown | 7.49 | |||
| Value At Risk | (0.89) | |||
| Potential Upside | 1.55 | |||
| Downside Variance | 0.3607 | |||
| Semi Variance | (0.06) | |||
| Expected Short fall | (0.81) | |||
| Skewness | 3.29 | |||
| Kurtosis | 18.57 |
Principal Midcap Value Backtested Returns
Principal Midcap appears to be very steady, given 3 months investment horizon. Principal Midcap Value maintains Sharpe Ratio (i.e., Efficiency) of 0.26, which implies the entity had a 0.26 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Principal Midcap Value, which you can use to evaluate the volatility of the fund. Please evaluate Principal Midcap's Downside Deviation of 0.6006, risk adjusted performance of 0.2166, and Standard Deviation of 1.02 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.73, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Principal Midcap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Principal Midcap is expected to be smaller as well.
Auto-correlation | 0.94 |
Excellent predictability
Principal Midcap Value has excellent predictability. Overlapping area represents the amount of predictability between Principal Midcap time series from 2nd of December 2025 to 16th of January 2026 and 16th of January 2026 to 2nd of March 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 Principal Midcap Value price movement. The serial correlation of 0.94 indicates that approximately 94.0% of current Principal Midcap price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.94 | |
| Spearman Rank Test | 0.88 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
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 Principal Mutual Fund
Principal Midcap 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 Midcap security.
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