Principal Capital Appreciation Fund Manager Performance Evaluation
| CMNWX Fund | USD 86.02 0.49 0.57% |
The fund holds a Beta of 0.88, which implies possible diversification benefits within a given portfolio. Principal Capital returns are very sensitive to returns on the market. As the market goes up or down, Principal Capital is expected to follow.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Principal Capital Appreciation are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Principal Capital may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.7800 |
Principal |
Principal Capital Relative Risk vs. Return Landscape
If you would invest 7,791 in Principal Capital Appreciation on September 1, 2024 and sell it today you would earn a total of 811.00 from holding Principal Capital Appreciation or generate 10.41% return on investment over 90 days. Principal Capital Appreciation is currently producing 0.1575% returns and takes up 0.7353% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Principal, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Principal Capital Current Valuation
Overvalued
Today
Please note that Principal Capital's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Principal Capital holds a recent Real Value of $73.98 per share. The prevailing price of the fund is $86.02. We determine the value of Principal Capital from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Principal Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Principal Mutual Fund. However, Principal Capital's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 86.02 | Real 73.98 | Hype 86.02 | Naive 86.03 |
The intrinsic value of Principal Capital's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Principal Capital's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Principal Capital Appreciation helps investors to forecast how Principal mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Principal Capital more accurately as focusing exclusively on Principal Capital's fundamentals will not take into account other important factors: Principal Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Principal Capital Appreciation, and traders can use it to determine the average amount a Principal Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2142
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | CMNWX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Principal Capital is performing at about 16% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Principal Capital by adding it to a well-diversified portfolio.
Principal Capital Fundamentals Growth
Principal Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Principal Capital, and Principal Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Principal Mutual Fund performance.
| Price To Earning | 19.61 X | ||||
| Price To Book | 3.06 X | ||||
| Price To Sales | 1.80 X | ||||
| Total Asset | 1.17 B | ||||
About Principal Capital Performance
Evaluating Principal Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Principal Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Principal Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities of companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. The managers seek to invest in securities of businesses that they believe are trading at a discount to their private market value , have a competitive advantage, andor that have barriers to entry in their respective industries.Things to note about Principal Capital performance evaluation
Checking the ongoing alerts about Principal Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Principal Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 97.37% of its assets under management (AUM) in equities |
- Analyzing Principal Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Principal Capital's stock is overvalued or undervalued compared to its peers.
- Examining Principal Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Principal Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Principal Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Principal Capital's mutual fund. These opinions can provide insight into Principal Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Principal Mutual Fund
Principal Capital 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 Capital security.
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