Principal Tax (India) Manager Performance Evaluation

F0GBR06S29 -- India Fund  

INR 213.31  3.54  1.63%

The fund holds Beta of 0.1999 which implies as returns on market increase, Principal Tax returns are expected to increase less than the market. However during bear market, the loss on holding Principal Tax will be expected to be smaller as well.. Although it is extremely important to respect Principal Tax Savings 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 Tax Savings technical indicators you can presently evaluate if the expected return of 0.009% will be sustainable into the future.
Horizon     30 Days    Login   to change

Principal Tax Savings Relative Risk vs. Return Landscape

If you would invest  21,685  in Principal Tax Savings Reg on August 23, 2018 and sell it today you would earn a total of  0.00  from holding Principal Tax Savings Reg or generate 0.0% return on investment over 30 days. Principal Tax Savings Reg is generating 0.009% of daily returns and assumes 1.6461% volatility on return distribution over the 30 days horizon. Simply put, 14% of equities are less volatile than Principal Tax Savings Reg 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 Tax Savings Reg is expected to generate 22.08 times less return on investment than the market. In addition to that, the company is 3.63 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.44 per unit of volatility.

Principal Tax Current Valuation

Not valued
September 22, 2018
Market Value
Real Value
Target Odds
Principal Tax is Unknown risk asset. Principal Tax Savings recent Real Value cannot be determined due to lack of data. The prevailing price of Principal Tax Savings is 213.31. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Principal Tax Savings 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 Tax Market Risk Analysis

Sharpe Ratio = 0.0055
Good Returns
Average Returns
Small Returns
Negative ReturnsF0GBR06S29

Principal Tax Relative Performance Indicators

Estimated Market Risk
  actual daily
 85 %
of total potential
Expected Return
  actual daily
 1 %
of total potential
Risk-Adjusted Return
  actual daily
 1 %
of total potential
Based on monthly moving average Principal Tax 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 Tax by adding it to a well-diversified portfolio.

Principal Tax Performance Rating

Principal Tax Savings Reg Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Principal Tax Savings Reg has generated negative risk-adjusted returns adding no value to fund investors.

Principal Tax Alerts

Equity Alerts and Improvement Suggestions

The fund retains about 5.77% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.