Principal Fds Money Fund Manager Performance Evaluation
| PCSXX Fund | USD 1.00 0.00 0.00% |
The fund holds a Beta of -0.0045, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Principal Fds are expected to decrease at a much lower rate. During the bear market, Principal Fds is likely to outperform the market.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Principal Fds Money are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Principal Fds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Principal Fds Relative Risk vs. Return Landscape
If you would invest 99.00 in Principal Fds Money on August 24, 2024 and sell it today you would earn a total of 1.00 from holding Principal Fds Money or generate 1.01% return on investment over 90 days. Principal Fds Money is currently producing 0.0158% returns and takes up 0.1263% volatility of returns over 90 trading days. Put another way, 1% of traded money market funds are less volatile than Principal, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Principal Fds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Fds' investment risk. Standard deviation is the most common way to measure market volatility of money market funds, such as Principal Fds Money, and traders can use it to determine the average amount a Principal Fds' 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 = 0.125
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PCSXX |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 9 91% of assets perform better |
Based on monthly moving average Principal Fds is performing at about 9% 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 Fds by adding it to a well-diversified portfolio.
About Principal Fds Performance
Evaluating Principal Fds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Principal Fds 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 Fds 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.
Things to note about Principal Fds Money performance evaluation
Checking the ongoing alerts about Principal Fds for important developments is a great way to find new opportunities for your next move. Money Market Fund alerts and notifications screener for Principal Fds Money help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Principal Fds Money has some characteristics of a very speculative penny stock | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Principal Fds' 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 Fds' stock is overvalued or undervalued compared to its peers.
- Examining Principal Fds' 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 Fds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Principal Fds' management team can help you assess the Money Market Fund's leadership.
- Pay attention to analyst opinions and ratings of Principal Fds' money market fund. These opinions can provide insight into Principal Fds' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Principal Money Market Fund
Principal Fds financial ratios help investors to determine whether Principal Money Market 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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