Principal Preferred (Ireland) Manager Performance Evaluation

The fund holds Beta of 0.0 which implies the returns on MARKET and Principal Preferred are completely uncorrelated. Although it is extremely important to respect Principal Preferred 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 Preferred technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days Principal Preferred Secs A EUR Hdg has generated negative risk-adjusted returns adding no value to fund investors. Inspite very unfluctuating forward-looking indicators, Principal Preferred is not utilizing all of its potentials. The current stock price disarray, may contribute to short term momentum losses for the insiders.
Fifty Two Week Low6.96
Fifty Two Week High6.97
Annual Report Expense Ratio1.07%
Horizon     30 Days    Login   to change

Principal Preferred Relative Risk vs. Return Landscape

If you would invest (100.00)  in Principal Preferred Secs A EUR Hdg on June 18, 2019 and sell it today you would earn a total of  100.00  from holding Principal Preferred Secs A EUR Hdg or generate -100.0% return on investment over 30 days. Principal Preferred Secs A EUR Hdg is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Principal Preferred and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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Principal Preferred Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average Principal Preferred is performing at about 0% 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 Preferred by adding it to a well-diversified portfolio.

Principal Preferred Alerts

Equity Alerts and Improvement Suggestions

Principal Preferred is not yet fully synchronised with the market data
Principal Preferred has some characteristics of a very speculative penny stock
The fund retains about 61.6% of its assets under management (AUM) in fixed income securities
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