PRINCIPAL LIFETIME Market Risk Adjusted Performance
| PHJEX Fund | | | USD 15.94 -0.28 -1.73% |
This dataset for Principal Lifetime Hybrid reflects inputs used in the Market Risk Adjusted Performance calculation. Data coverage may vary across sources and reporting intervals.
Your Equity Center frames the approach to diversified portfolio design. The portfolio structure determines how individual positions contribute to the whole. Principal Lifetime Hybrid can be included in a portfolio to evaluate diversification impact. Diversification analysis reveals overlap and concentration across holdings. Broader economic conditions can influence Principal Lifetime Hybrid's mutual fund valuation — related indicators include
signals in median.
Principal Lifetime Hybrid has current Market Risk Adjusted Performance of
-0.05.
MRAP | = | ER[a] + (1/BETA - 1) | X | ER[a] - RFR) |
| = | -0.05 | |
| ER[a] | = | Expected return on investing in PRINCIPAL LIFETIME |
| RFR | = | Risk Free Rate of return. Typically T-Bill Rate |
| BETA | = | Beta of the asset with market or selected benchmark. |
Market Risk Adjusted Performance Peers Comparison
Market Risk Adjusted Performance Relative To Other Indicators
Principal Lifetime Hybrid is rated
third in market risk adjusted performance among similar funds. It is currently under evaluation in maximum drawdown among similar funds .
Other Technical Indicators