Principal Dynamic (India) Manager Performance Evaluation

119460 -- India Fund  

INR 11.79  0.02  0.17%

The fund holds Beta of 0.0407 which implies as returns on market increase, Principal Dynamic returns are expected to increase less than the market. However during bear market, the loss on holding Principal Dynamic will be expected to be smaller as well.. Although it is extremely important to respect Principal Dynamic Bond current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Principal Dynamic Bond technical indicators you can presently evaluate if the expected return of 0.0566% will be sustainable into the future.
Horizon     30 Days    Login   to change

Principal Dynamic Bond Relative Risk vs. Return Landscape

If you would invest  1,177  in Principal Dynamic Bond Dir Ann Div on August 25, 2018 and sell it today you would earn a total of  2.00  from holding Principal Dynamic Bond Dir Ann Div or generate 0.17% return on investment over 30 days. Principal Dynamic Bond Dir Ann Div is generating 0.0566% of daily returns and assumes 0.0981% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Principal Dynamic Bond Dir Ann Div and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Principal Dynamic Bond Dir Ann Div is expected to generate 2.34 times less return on investment than the market. But when comparing it to its historical volatility, the company is 4.25 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.32 of returns per unit of risk over similar time horizon.

Principal Dynamic Current Valuation

Not valued
September 24, 2018
11.79
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Principal Dynamic is Unknown risk asset. Principal Dynamic Bond recent Real Value cannot be determined due to lack of data. The prevailing price of Principal Dynamic Bond is 11.79. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Principal Dynamic Bond from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together.

Principal Dynamic Market Risk Analysis

Sharpe Ratio = 0.5774
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Principal Dynamic Relative Performance Indicators

Estimated Market Risk
 0.1
  actual daily
 
 1 %
of total potential
  
Expected Return
 0.06
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
  
Based on monthly moving average Principal Dynamic is performing at about 38% of its full potential. 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 Dynamic by adding it to a well-diversified portfolio.

Principal Dynamic Performance Rating

Principal Dynamic Bond Dir Ann Div Risk Adjusted Performance Analysis

38 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Principal Dynamic Bond Dir Ann Div are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

Principal Dynamic Alerts

Equity Alerts and Improvement Suggestions

The fund holds about 27.77% of its total net assets in cash
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