Principal European (Ireland) Manager Performance Evaluation

The fund holds Beta of 0.0 which implies the returns on MARKET and Principal European are completely uncorrelated. Although it is extremely important to respect Principal European 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 European 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 European Equity I EUR Acc has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Principal European is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Horizon     30 Days    Login   to change

Principal European Relative Risk vs. Return Landscape

If you would invest (100.00)  in Principal European Equity I EUR Acc on June 17, 2019 and sell it today you would earn a total of  100.00  from holding Principal European Equity I EUR Acc or generate -100.0% return on investment over 30 days. Principal European Equity I EUR 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 European 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 European Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average Principal European 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 European by adding it to a well-diversified portfolio.

Principal European Alerts

Equity Alerts and Improvement Suggestions

Principal European is not yet fully synchronised with the market data
Principal European has some characteristics of a very speculative penny stock
The fund retains 97.05% of its assets under management (AUM) in equities
See also Risk vs Return Analysis. Please also try Equity Valuation module to check real value of public entities based on technical and fundamental data.