Principal Lifetime Hybrid Fund Market Value
| PHJFX Fund | USD 11.12 0.03 0.27% |
| Symbol | Principal |
Principal Lifetime '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 Lifetime'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 Lifetime.
| 12/02/2025 |
| 03/02/2026 |
If you would invest 0.00 in Principal Lifetime on December 2, 2025 and sell it all today you would earn a total of 0.00 from holding Principal Lifetime Hybrid or generate 0.0% return on investment in Principal Lifetime over 90 days. Principal Lifetime is related to or competes with Strategic Asset, Strategic Asset, Strategic Asset, Strategic Asset, International Equity, Strategic Asset, and International Small. The fund is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds and Principal Funds, Inc More
Principal Lifetime 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 Lifetime'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 Lifetime Hybrid upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2959 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 2.5 | |||
| Value At Risk | (0.36) | |||
| Potential Upside | 0.5671 |
Principal Lifetime Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Lifetime's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Principal Lifetime's standard deviation. In reality, there are many statistical measures that can use Principal Lifetime historical prices to predict the future Principal Lifetime's volatility.| Risk Adjusted Performance | 0.1717 | |||
| Jensen Alpha | 0.0699 | |||
| Total Risk Alpha | 0.0393 | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 30.47 |
Principal Lifetime 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 | 0.1717 | |||
| Market Risk Adjusted Performance | 30.48 | |||
| Mean Deviation | 0.2244 | |||
| Downside Deviation | 0.2959 | |||
| Coefficient Of Variation | 413.99 | |||
| Standard Deviation | 0.3315 | |||
| Variance | 0.1099 | |||
| Information Ratio | (0) | |||
| Jensen Alpha | 0.0699 | |||
| Total Risk Alpha | 0.0393 | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 30.47 | |||
| Maximum Drawdown | 2.5 | |||
| Value At Risk | (0.36) | |||
| Potential Upside | 0.5671 | |||
| Downside Variance | 0.0876 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.30) | |||
| Skewness | 1.19 | |||
| Kurtosis | 6.49 |
Principal Lifetime Hybrid Backtested Returns
At this stage we consider Principal Mutual Fund to be very steady. Principal Lifetime Hybrid maintains Sharpe Ratio (i.e., Efficiency) of 0.2, which implies the entity had a 0.2 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Principal Lifetime Hybrid, which you can use to evaluate the volatility of the fund. Please check Principal Lifetime's Risk Adjusted Performance of 0.1717, downside deviation of 0.2959, and Standard Deviation of 0.3315 to confirm if the risk estimate we provide is consistent with the expected return of 0.065%. The fund holds a Beta of 0.0023, which implies not very significant fluctuations relative to the market. As returns on the market increase, Principal Lifetime's returns are expected to increase less than the market. However, during the bear market, the loss of holding Principal Lifetime is expected to be smaller as well.
Auto-correlation | 0.80 |
Very good predictability
Principal Lifetime Hybrid has very good predictability. Overlapping area represents the amount of predictability between Principal Lifetime 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 Lifetime Hybrid price movement. The serial correlation of 0.8 indicates that around 80.0% of current Principal Lifetime price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.8 | |
| Spearman Rank Test | 0.88 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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 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.
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