Principal Dynamic (India) Alpha and Beta Analysis Overview

119460 -- India Fund  

INR 11.80  0.05  0.43%

This module allows you to check different measures of market premium for Principal Dynamic Bond Dir Ann Div as well as systematic risk associated with investing in Principal Dynamic over a specified time horizon. Check also Trending Equities.
Horizon     30 Days    Login   to change
Symbol
Run Premiums

Principal Dynamic Market Premiums

α0.00β0.00
30 days against DJI
Risk Adjusted Performance  

0.06

Jensen Alpha  

0.010086

Total Risk Alpha  

0.023585

Sortino Ratio  

0.0

Treynor Ratio  

9.08

Principal Dynamic Fundamentals

    
 Better Than Average     
    
 Worse Than Average Compare Principal Dynamic to competition

Principal Dynamic Fundamental Vs Peers

FundamentalsPrincipal DynamicPeer Average
One Year Return12.87 % 2.30 %
Three Year Return6.39 % 3.97 %
Net Asset2.22 B1.37 B
Minimum Initial Investment5 K8.09 M
Last Dividend Paid0.691.05
Cash Position Weight27.77 % 14.48 %
Bond Positions Weight70.16 % 14.72 %

Principal Dynamic Opportunities

Principal Dynamic Return and Market Media

The median price of Principal Dynamic for the period between Sun, Aug 19, 2018 and Tue, Sep 18, 2018 is 11.74 with a coefficient of variation of 86.07. The daily time series for the period is distributed with a sample standard deviation of 6.07, arithmetic mean of 7.05, and mean deviation of 5.64. The Fund did not receive any noticable media coverage during the period.
 Price Growth (%)  
      Timeline 

Current Sentiment - 119460

Principal Dynamic Bond Investor Sentiment

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