Princeton Premium Fund Manager Performance Evaluation
| PPFIX Fund | USD 11.79 0.01 0.08% |
The fund holds a Beta of 0.0484, which implies not very significant fluctuations relative to the market. As returns on the market increase, Princeton Premium's returns are expected to increase less than the market. However, during the bear market, the loss of holding Princeton Premium is expected to be smaller as well.
Risk-Adjusted Performance
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Weak | Strong |
Very Weak
Over the last 90 days Princeton Premium has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Princeton Premium is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of January 2023 | |
| Expense Ratio | 2.7500 |
Princeton |
Princeton Premium Relative Risk vs. Return Landscape
If you would invest 1,192 in Princeton Premium on September 29, 2024 and sell it today you would lose (13.00) from holding Princeton Premium or give up 1.09% of portfolio value over 90 days. Princeton Premium is currently producing negative expected returns and takes up 0.4991% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Princeton, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Princeton Premium Current Valuation
Fairly Valued
Today
Please note that Princeton Premium's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Princeton Premium holds a recent Real Value of $11.8 per share. The prevailing price of the fund is $11.79. We determine the value of Princeton Premium 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 Princeton Premium is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Princeton Mutual Fund. However, Princeton Premium'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 11.79 | Real 11.8 | Hype 11.79 |
The intrinsic value of Princeton Premium'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 Princeton Premium'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 Princeton Premium helps investors to forecast how Princeton 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 Princeton Premium more accurately as focusing exclusively on Princeton Premium's fundamentals will not take into account other important factors: Princeton Premium Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Princeton Premium's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Princeton Premium, and traders can use it to determine the average amount a Princeton Premium'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 = -0.0324
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| Negative Returns | PPFIX |
Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Princeton Premium 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 Princeton Premium by adding Princeton Premium to a well-diversified portfolio.
Princeton Premium Fundamentals Growth
Princeton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Princeton Premium, and Princeton Premium 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 Princeton Mutual Fund performance.
| Total Asset | 269.39 M | ||||
About Princeton Premium Performance
Evaluating Princeton Premium's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Princeton Premium 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 Princeton Premium 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.
The adviser utilize two principal investment strategies a premium collection strategy involving sale or purchase of put options on the SP 500 Index and investing in fixed income securities. The funds adviser will determine the allocation between these strategies. The adviser intends to allocate between 30 percent to 100 percent of the funds net assets to the premium collection strategy at any given time.Things to note about Princeton Premium performance evaluation
Checking the ongoing alerts about Princeton Premium for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Princeton Premium help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Princeton Premium generated a negative expected return over the last 90 days | |
| The fund maintains about 98.51% of its assets in cash |
- Analyzing Princeton Premium'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 Princeton Premium's stock is overvalued or undervalued compared to its peers.
- Examining Princeton Premium'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 Princeton Premium's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Princeton Premium's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Princeton Premium's mutual fund. These opinions can provide insight into Princeton Premium's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Princeton Mutual Fund
Princeton Premium financial ratios help investors to determine whether Princeton 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 Princeton with respect to the benefits of owning Princeton Premium security.
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