Prnpl Inv Fd Fund Manager Performance Evaluation
| PGEIX Fund | USD 8.48 0.04 0.47% |
The fund holds a Beta of 0.39, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Prnpl Inv's returns are expected to increase less than the market. However, during the bear market, the loss of holding Prnpl Inv is expected to be smaller as well.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Prnpl Inv Fd are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Prnpl Inv may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 1st of September 2022 | |
| Expense Ratio | 1.2500 |
Prnpl |
Prnpl Inv Relative Risk vs. Return Landscape
If you would invest 785.00 in Prnpl Inv Fd on August 30, 2024 and sell it today you would earn a total of 63.00 from holding Prnpl Inv Fd or generate 8.03% return on investment over 90 days. Prnpl Inv Fd is currently producing 0.1299% returns and takes up 1.2193% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Prnpl, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Prnpl Inv Current Valuation
Fairly Valued
Today
Please note that Prnpl Inv's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Prnpl Inv Fd holds a recent Real Value of $8.44 per share. The prevailing price of the fund is $8.48. We determine the value of Prnpl Inv Fd 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 Prnpl Inv is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Prnpl Mutual Fund. However, Prnpl Inv'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 8.48 | Real 8.44 | Hype 8.48 | Naive 8.22 |
The intrinsic value of Prnpl Inv'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 Prnpl Inv'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 Prnpl Inv Fd helps investors to forecast how Prnpl 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 Prnpl Inv more accurately as focusing exclusively on Prnpl Inv's fundamentals will not take into account other important factors: Prnpl Inv Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Prnpl Inv's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Prnpl Inv Fd, and traders can use it to determine the average amount a Prnpl Inv'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 = 0.1065
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| Cash | PGEIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Prnpl Inv is performing at about 8% 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 Prnpl Inv by adding it to a well-diversified portfolio.
Prnpl Inv Fundamentals Growth
Prnpl Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Prnpl Inv, and Prnpl Inv 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 Prnpl Mutual Fund performance.
| Price To Earning | 30.18 X | ||||
| Price To Book | 1.57 X | ||||
| Price To Sales | 1.31 X | ||||
About Prnpl Inv Performance
Evaluating Prnpl Inv's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Prnpl Inv 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 Prnpl Inv 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.
Normally, the fund invests at least 80 percent of its net assets at the time of initial purchase, in equity or equity-related securities of issuers that have their principal securities trading market in an emerging country alone or on a consolidated basis derive 50 percent or more of their annual revenue from goods produced, sales made or services performed in emerging countries or are organized under the laws of, and have a principal office in, an emerging country. It is non-diversified.Things to note about Prnpl Inv Fd performance evaluation
Checking the ongoing alerts about Prnpl Inv for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Prnpl Inv Fd help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Prnpl Inv Fd generated five year return of 0.0% | |
| This fund maintains 97.56% of its assets in stocks |
- Analyzing Prnpl Inv'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 Prnpl Inv's stock is overvalued or undervalued compared to its peers.
- Examining Prnpl Inv'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 Prnpl Inv's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Prnpl Inv's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Prnpl Inv's mutual fund. These opinions can provide insight into Prnpl Inv's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Prnpl Mutual Fund
Prnpl Inv financial ratios help investors to determine whether Prnpl 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 Prnpl with respect to the benefits of owning Prnpl Inv security.
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