Principal Lifetime Hybrid Fund Manager Performance Evaluation
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
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Over the last 90 days Principal Lifetime Hybrid 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 Date | 1st of March 2023 | |
| Expense Ratio | 0.3500 |
Principal |
Principal Lifetime Relative Risk vs. Return Landscape
If you would invest 0.00 in Principal Lifetime Hybrid on July 20, 2025 and sell it today you would earn a total of 0.00 from holding Principal Lifetime Hybrid or generate 0.0% return on investment over 90 days. Principal Lifetime Hybrid 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 Hybrid, 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
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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.
| Total Asset | 68.64 M | |||
About Principal Lifetime Performance
Evaluating Principal Lifetime's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Principal Lifetime 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 Principal Lifetime 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 fund operates as a target date fund that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2025. Principal Funds is traded on NASDAQ Exchange in the United States.Things to note about Principal Lifetime Hybrid 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 Hybrid 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 |
- 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 Your Equity Center 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 various price indices. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
Other Tools for Principal Mutual Fund
When running Principal Lifetime's price analysis, check to measure Principal Lifetime's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Principal Lifetime is operating at the current time. Most of Principal Lifetime's value examination focuses on studying past and present price action to predict the probability of Principal Lifetime's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Principal Lifetime's price. Additionally, you may evaluate how the addition of Principal Lifetime to your portfolios can decrease your overall portfolio volatility.
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