Principal Capital Appreciation Manager Performance
The fund holds a Beta of 0.0, which implies not very significant fluctuations relative to the market. the returns on MARKET and Principal Capital are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Principal Capital Appreciation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Principal Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 28.65 | |
| Fifty Two Week High | 43.26 | |
| Annual Report Expense Ratio | 1.67% |
Principal |
Principal Capital Relative Risk vs. Return Landscape
If you would invest (100.00) in Principal Capital Appreciation on December 20, 2024 and sell it today you would earn a total of 100.00 from holding Principal Capital Appreciation or generate -100.0% return on investment over 90 days. Principal Capital Appreciation is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual 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 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 = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| CMNCX |
Based on monthly moving average Principal Capital is not performing at its full potential. However, 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 Principal Capital 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 | 20.42 X | |||
| Price To Book | 2.96 X | |||
| Price To Sales | 1.86 X | |||
| Total Asset | 2.35 B | |||
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.| Principal Capital is not yet fully synchronised with the market data | |
| Principal Capital has some characteristics of a very speculative penny stock | |
| Principal Capital has a very high chance of going through financial distress in the upcoming years | |
| The fund holds 98.35% 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.
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
Other Consideration for investing in Principal Mutual Fund
If you are still planning to invest in Principal Capital check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Principal Capital's history and understand the potential risks before investing.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |