|PFUBX -- USA Fund|| |
USD 10.26 0.01 0.1%
The fund holds Beta of 0.0075 which implies as returns on market increase, Principal Finisterre returns are expected to increase less than the market. However during bear market, the loss on holding Principal Finisterre will be expected to be smaller as well.. Although it is extremely important to respect Principal Finisterre
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 Finisterre technical indicators
you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Principal Finisterre Relative Risk vs. Return Landscape
If you would invest 1,026
in Principal Finisterre Uncons EM Bd P on October 17, 2018
and sell it today you would earn a total of 0.00
from holding Principal Finisterre Uncons EM Bd P or generate 0.0%
return on investment over 30
days. Principal Finisterre Uncons EM Bd P is currently producing negative expected returns and takes up 0.0% volatility of returns over 30 trading days. Put another way, 0% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
Principal Finisterre Market Risk Analysis
Sharpe Ratio = 0.0
Based on monthly moving average Principal Finisterre 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 Finisterre
by adding it to a well-diversified
Risk-Adjusted Fund Performance
Over the last 30 days Principal Finisterre Uncons EM Bd P has generated negative risk-adjusted returns adding no value to fund investors.
|Principal Finisterre is not yet fully synchronised with the market data|
Additionally take a look at Your Equity Center
. Please also try Equity Forecasting
module to use basic forecasting models to generate price predictions and determine price momentum.