Principal Fds Incincome Fund Market Value
| PIOIX Fund | USD 8.81 0.01 0.11% |
| Symbol | Principal |
Principal Fds '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 Fds' 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 Fds.
| 11/25/2025 |
| 02/23/2026 |
If you would invest 0.00 in Principal Fds on November 25, 2025 and sell it all today you would earn a total of 0.00 from holding Principal Fds Incincome or generate 0.0% return on investment in Principal Fds over 90 days. Principal Fds is related to or competes with Strategic Asset, Strategic Asset, Strategic Asset, Strategic Asset, International Equity, Strategic Asset, and International Small. The fund invests primarily in a diversified pool of investment-grade fixed-income securities, which includes corporate s... More
Principal Fds 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 Fds' 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 Fds Incincome upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2007 | |||
| Information Ratio | (0.29) | |||
| Maximum Drawdown | 0.6916 | |||
| Value At Risk | (0.23) | |||
| Potential Upside | 0.344 |
Principal Fds Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Fds' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Principal Fds' standard deviation. In reality, there are many statistical measures that can use Principal Fds historical prices to predict the future Principal Fds' volatility.| Risk Adjusted Performance | 0.097 | |||
| Jensen Alpha | 0.0187 | |||
| Total Risk Alpha | 0.0037 | |||
| Sortino Ratio | (0.25) | |||
| Treynor Ratio | 1.48 |
Principal Fds February 23, 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 | 0.097 | |||
| Market Risk Adjusted Performance | 1.49 | |||
| Mean Deviation | 0.1342 | |||
| Downside Deviation | 0.2007 | |||
| Coefficient Of Variation | 580.91 | |||
| Standard Deviation | 0.1724 | |||
| Variance | 0.0297 | |||
| Information Ratio | (0.29) | |||
| Jensen Alpha | 0.0187 | |||
| Total Risk Alpha | 0.0037 | |||
| Sortino Ratio | (0.25) | |||
| Treynor Ratio | 1.48 | |||
| Maximum Drawdown | 0.6916 | |||
| Value At Risk | (0.23) | |||
| Potential Upside | 0.344 | |||
| Downside Variance | 0.0403 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.21) | |||
| Skewness | 0.1302 | |||
| Kurtosis | (0.12) |
Principal Fds Incincome Backtested Returns
At this stage we consider Principal Mutual Fund to be very steady. Principal Fds Incincome maintains Sharpe Ratio (i.e., Efficiency) of 0.11, which implies the entity had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Principal Fds Incincome, which you can use to evaluate the volatility of the fund. Please check Principal Fds' Standard Deviation of 0.1724, downside deviation of 0.2007, and Risk Adjusted Performance of 0.097 to confirm if the risk estimate we provide is consistent with the expected return of 0.0192%. The fund holds a Beta of 0.0133, which implies not very significant fluctuations relative to the market. As returns on the market increase, Principal Fds' returns are expected to increase less than the market. However, during the bear market, the loss of holding Principal Fds is expected to be smaller as well.
Auto-correlation | 0.37 |
Below average predictability
Principal Fds Incincome has below average predictability. Overlapping area represents the amount of predictability between Principal Fds time series from 25th of November 2025 to 9th of January 2026 and 9th of January 2026 to 23rd 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 Principal Fds Incincome price movement. The serial correlation of 0.37 indicates that just about 37.0% of current Principal Fds price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.37 | |
| Spearman Rank Test | -0.01 | |
| 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 Fds 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 Fds security.
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