Principal Preferred (Ireland) Manager Performance Evaluation

IE00B5KPPF97 -- Ireland Fund  

JPY 1,593  0.45  0.0283%

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 I JPY Hdg Acc has generated negative risk-adjusted returns adding no value to fund investors. Regardless of fairly consistent technical and fundamental indicators, Principal Preferred is not utilizing all of its potentials. The current stock price confusion, may contribute to short-lasting losses for the traders.
Fifty Two Week Low1,495.93
Fifty Two Week High1,593.35
Annual Report Expense Ratio0.45%
Horizon     30 Days    Login   to change

Principal Preferred Relative Risk vs. Return Landscape

If you would invest  159,335  in Principal Preferred Secs I JPY Hdg Acc on May 18, 2019 and sell it today you would earn a total of  0.00  from holding Principal Preferred Secs I JPY Hdg Acc or generate 0.0% return on investment over 30 days. Principal Preferred Secs I JPY Hdg Acc 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 (%) 
      Risk (%) 

Principal Preferred Current Valuation

Not valued
June 17, 2019
Market Value
Real Value
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 ¥1593.35. 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
Average Returns
Small Returns
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 generates negative expected return over the last 30 days
The fund retains about 66.07% of its assets under management (AUM) in fixed income securities
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