Principal Lifetime 2025 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 Lifetime are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Principal Lifetime 2025 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Principal Lifetime is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.4400 |
Principal |
Principal Lifetime Relative Risk vs. Return Landscape
If you would invest (100.00) in Principal Lifetime 2025 on December 2, 2024 and sell it today you would earn a total of 100.00 from holding Principal Lifetime 2025 or generate -100.0% return on investment over 90 days. Principal Lifetime 2025 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 Lifetime Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Principal Lifetime's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Principal Lifetime 2025, and traders can use it to determine the average amount a Principal Lifetime'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 |
| LTSNX |
Based on monthly moving average Principal Lifetime 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 Lifetime by adding Principal Lifetime to a well-diversified portfolio.
Principal Lifetime Fundamentals Growth
Principal Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Principal Lifetime, and Principal Lifetime 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 | 18.07 X | |||
| Price To Book | 2.01 X | |||
| Price To Sales | 1.49 X | |||
| Total Asset | 1.6 B | |||
Things to note about Principal Lifetime 2025 performance evaluation
Checking the ongoing alerts about Principal Lifetime for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Principal Lifetime 2025 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Principal Lifetime is not yet fully synchronised with the market data | |
| Principal Lifetime has some characteristics of a very speculative penny stock | |
| Principal Lifetime has a very high chance of going through financial distress in the upcoming years |
- Analyzing Principal Lifetime'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 Lifetime's stock is overvalued or undervalued compared to its peers.
- Examining Principal Lifetime'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 Lifetime's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Principal Lifetime's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Principal Lifetime's mutual fund. These opinions can provide insight into Principal Lifetime's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis 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 board of governors. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Other Consideration for investing in Principal Mutual Fund
If you are still planning to invest in Principal Lifetime 2025 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 Lifetime's history and understand the potential risks before investing.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets |