Principal Midcap Value Fund Technical Analysis
| PCMSX Fund | USD 16.90 0.07 0.42% |
As of the 23rd of February, Principal Midcap holds the Risk Adjusted Performance of 0.1966, semi deviation of 0.1582, and Coefficient Of Variation of 393.43. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Principal Midcap, as well as the relationship between them.
Principal Midcap Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Principal, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to PrincipalPrincipal |
Principal Midcap '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 Midcap'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 Midcap.
| 11/25/2025 |
| 02/23/2026 |
If you would invest 0.00 in Principal Midcap on November 25, 2025 and sell it all today you would earn a total of 0.00 from holding Principal Midcap Value or generate 0.0% return on investment in Principal Midcap over 90 days. Principal Midcap is related to or competes with Strategic Asset, Strategic Asset, Strategic Asset, Strategic Asset, International Equity, Strategic Asset, and International Small. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment p... More
Principal Midcap 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 Midcap'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 Midcap Value upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.671 | |||
| Information Ratio | 0.1779 | |||
| Maximum Drawdown | 7.49 | |||
| Value At Risk | (0.90) | |||
| Potential Upside | 1.68 |
Principal Midcap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Midcap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Principal Midcap's standard deviation. In reality, there are many statistical measures that can use Principal Midcap historical prices to predict the future Principal Midcap's volatility.| Risk Adjusted Performance | 0.1966 | |||
| Jensen Alpha | 0.2015 | |||
| Total Risk Alpha | 0.1607 | |||
| Sortino Ratio | 0.28 | |||
| Treynor Ratio | 0.3204 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Principal Midcap's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Principal Midcap 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 | 0.1966 | |||
| Market Risk Adjusted Performance | 0.3304 | |||
| Mean Deviation | 0.6678 | |||
| Semi Deviation | 0.1582 | |||
| Downside Deviation | 0.671 | |||
| Coefficient Of Variation | 393.43 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 | |||
| Information Ratio | 0.1779 | |||
| Jensen Alpha | 0.2015 | |||
| Total Risk Alpha | 0.1607 | |||
| Sortino Ratio | 0.28 | |||
| Treynor Ratio | 0.3204 | |||
| Maximum Drawdown | 7.49 | |||
| Value At Risk | (0.90) | |||
| Potential Upside | 1.68 | |||
| Downside Variance | 0.4503 | |||
| Semi Variance | 0.025 | |||
| Expected Short fall | (0.82) | |||
| Skewness | 2.93 | |||
| Kurtosis | 15.85 |
Principal Midcap Value Backtested Returns
Principal Midcap appears to be very steady, given 3 months investment horizon. Principal Midcap Value maintains Sharpe Ratio (i.e., Efficiency) of 0.26, which implies the entity had a 0.26 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Principal Midcap Value, which you can use to evaluate the volatility of the fund. Please evaluate Principal Midcap's Coefficient Of Variation of 393.43, risk adjusted performance of 0.1966, and Semi Deviation of 0.1582 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of 0.81, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Principal Midcap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Principal Midcap is expected to be smaller as well.
Auto-correlation | 0.90 |
Excellent predictability
Principal Midcap Value has excellent predictability. Overlapping area represents the amount of predictability between Principal Midcap 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 Midcap Value price movement. The serial correlation of 0.9 indicates that approximately 90.0% of current Principal Midcap price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.9 | |
| Spearman Rank Test | 0.82 | |
| Residual Average | 0.0 | |
| Price Variance | 0.08 |
Principal Midcap technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Principal Midcap Value Technical Analysis
The output start index for this execution was ten with a total number of output elements of fifty-one. The Normalized Average True Range is used to analyze tradable apportunities for Principal Midcap Value across different markets.
About Principal Midcap Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Principal Midcap Value on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Principal Midcap Value based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Principal Midcap Value price pattern first instead of the macroeconomic environment surrounding Principal Midcap Value. By analyzing Principal Midcap's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Principal Midcap's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Principal Midcap specific price patterns or momentum indicators. Please read more on our technical analysis page.
Principal Midcap February 23, 2026 Technical Indicators
Most technical analysis of Principal help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Principal from various momentum indicators to cycle indicators. When you analyze Principal charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1966 | |||
| Market Risk Adjusted Performance | 0.3304 | |||
| Mean Deviation | 0.6678 | |||
| Semi Deviation | 0.1582 | |||
| Downside Deviation | 0.671 | |||
| Coefficient Of Variation | 393.43 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 | |||
| Information Ratio | 0.1779 | |||
| Jensen Alpha | 0.2015 | |||
| Total Risk Alpha | 0.1607 | |||
| Sortino Ratio | 0.28 | |||
| Treynor Ratio | 0.3204 | |||
| Maximum Drawdown | 7.49 | |||
| Value At Risk | (0.90) | |||
| Potential Upside | 1.68 | |||
| Downside Variance | 0.4503 | |||
| Semi Variance | 0.025 | |||
| Expected Short fall | (0.82) | |||
| Skewness | 2.93 | |||
| Kurtosis | 15.85 |
Principal Midcap Value One Year Return
Based on the recorded statements, Principal Midcap Value has an One Year Return of 12.7668%. This is 47.87% lower than that of the Principal Funds family and significantly higher than that of the Mid-Cap Value category. The one year return for all United States funds is notably lower than that of the firm.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.Principal Midcap February 23, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Principal stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | Huge | ||
| Rate Of Daily Change | 1.00 | ||
| Day Median Price | 16.90 | ||
| Day Typical Price | 16.90 | ||
| Price Action Indicator | 0.04 |
Other Information on Investing in Principal Mutual Fund
Principal Midcap 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 Midcap security.
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