Principal Preferred (Ireland) Manager Performance Evaluation

The fund holds Beta of -0.0033 which implies as returns on market increase, returns on owning Principal Preferred are expected to decrease at a much smaller rate. During bear market, Principal Preferred is likely to outperform the market. 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.
Horizon     30 Days    Login   to change

Principal Preferred Relative Risk vs. Return Landscape

If you would invest  697.00  in Principal Preferred Secs A EUR Hdg on December 20, 2018 and sell it today you would earn a total of  0.00  from holding Principal Preferred Secs A EUR Hdg or generate 0.0% 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.
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Principal Preferred Current Valuation

Not valued
January 19, 2019
Market Value
Real Value
Target Odds
Odds Odds
Principal Preferred is Unknown risk asset. Principal Preferred recent Real Value cannot be determined due to lack of data. The prevailing price of Principal Preferred is €0.0. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Principal Preferred 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 Preferred Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
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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 Performance Rating

Principal Preferred Secs A EUR Hdg Risk Adjusted Performance Analysis


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.

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

Principal Preferred Performance Indicators

Principal Preferred Basic Price Performance Measures

Annual Report Expense Ratio1.07%
Additionally see Investing Opportunities. Please also try Bollinger Bands module to use bollinger bands indicator to analyze target price for a given investing horizon.