Principal Lifetime Competition

Mutual Funds . USA . 
Fund . Principal Lifetime 2040
PTDAX Fund  USD 15.58  0.85  5.17%   
Principal Lifetime 2040 competes with Strategic Asset, Strategic Asset, Strategic Asset, Strategic Asset, and International Equity; as well as few others. The fund is listed under Target-Date 2040 category and is part of Principal Funds family. Analyzing Principal Lifetime competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Principal Lifetime to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Principal Lifetime Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Principal Lifetime competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
14.7315.5816.43
Details
Intrinsic
Valuation
LowRealHigh
14.9215.7716.62
Details
Naive
Forecast
LowNextHigh
14.4115.2616.11
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
16.0816.8117.55
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Principal Lifetime. Your research has to be compared to or analyzed against Principal Lifetime's peers to derive any actionable benefits. When done correctly, Principal Lifetime's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Principal Lifetime 2040.

Principal Lifetime Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Principal Lifetime and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Principal and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Principal Lifetime 2040 does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
PFLJX
+ 0.99
SABPX
PFISX
+ 0.98
PFIEX
SAIPX
+ 0.92
SABPX
PFIPX
+ 0.9
PFIJX
PFLJX
+ 0.9
SAIPX
PFIPX
+ 0.88
PFIFX
  
High negative correlations   
PFIEX
- 0.43
SACAX
PFISX
- 0.37
SACAX
PFIEX
- 0.15
SAGPX
PFIEX
- 0.14
SABPX
PFLJX
- 0.11
PFIEX
PFISX
- 0.06
SAGPX

Risk-Adjusted Indicators

There is a big difference between Principal Mutual Fund performing well and Principal Lifetime Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Principal Lifetime's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
SABPX  0.43 (0.08) 0.00  1.40  0.00 
 0.00 
 0.58 
(0.70)
 3.34 
SACAX  0.47  0.01 (0.01) 0.12  0.71 
(0.48)
 0.80 
(0.79)
 4.90 
SAGPX  0.50 (0.10) 0.00 (0.14) 0.00 
 0.00 
 0.73 
(0.82)
 7.32 
PFIJX  0.21 (0.04) 0.00 (0.16) 0.00 
 0.00 
 0.33 
(0.41)
 1.97 
PFIEX  0.65 (0.10) 0.00 (2.76) 0.00 
 0.00 
 1.28 
(1.41)
 4.80 
PFIFX  0.22 (0.03) 0.00 (0.95) 0.00 
 0.00 
 0.41 
(0.41)
 1.14 
PFISX  0.62 (0.13) 0.00 (0.79) 0.00 
 0.00 
 1.64 
(1.23)
 4.97 
PFIPX  0.22 (0.04) 0.00 (0.51) 0.00 
 0.00 
 0.41 
(0.41)
 1.88 
SAIPX  0.28 (0.04) 0.00 (1.25) 0.00 
 0.00 
 0.55 
(0.63)
 2.27 
PFLJX  0.56 (0.08) 0.00  1.41  0.00 
 0.00 
 1.03 
(1.08)
 4.50 
All Fundamental Data

Principal Lifetime Competitive Analysis

The better you understand Principal Lifetime competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Principal Lifetime's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Principal Lifetime's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
PTDAX SABPX SACAX SAGPX PFIJX PFIEX PFIFX PFISX PFIPX SAIPX
 5.17 
 15.58 
Principal
 4.92 
 16.24 
Strategic
 2.93 
 23.83 
Strategic
 0.73 
 19.45 
Strategic
 0.33 
 12.03 
Strategic
 2.38 
 11.48 
International
 0.33 
 12.08 
Strategic
 2.23 
 10.07 
International
 1.23 
 12.07 
Strategic
 1.51 
 12.41 
Strategic
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Sell
Sell
Sell
Strong Hold
Hold
Sell
Cautious Hold
Cautious Hold
Cautious Hold
Cautious Hold
Net Asset
4.24 B
4.31 B
2.01 B
2.94 B
2.65 B
1.11 B
2.65 B
995.65 M
2.65 B
1.72 B
Minimum Initial Investment
1 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Price To Book
2.05
2.06
2.1
2.1
1.98
N/A
1.99
N/A
1.99
2.05
Five Year Return
8.09
7.01
10.6
9.02
3.23
5.43
3.11
1.35
2.8
4.77
One Year Return
16.23
16.41
22.59
20.26
9.59
9.27
8.76
6.81
9.09
12.27
Last Dividend Paid
N/A
N/A
N/A
N/A
0.01
N/A
0.01
0.15
0.01
0.02
Price To Earning
17.89
18.1
17.06
17.88
17.42
N/A
17.48
N/A
17.48
17.7
Price To Sales
1.41
1.56
1.5
1.52
1.59
N/A
1.59
N/A
1.59
1.51
Cash Position Weight
2.6
3.37
3.72
3.75
5.06
0.54
5.62
3.05
5.06
3.63
Equity Positions Weight
80.48
58.7
92.49
79.42
19.98
99.4
29.63
96.24
19.98
37.05
Three Year Return
3.94
4.11
6.47
5.48
1.03
3.4
0.97
-1.96
0.6
2.06
Annual Yield
0.0143
0.0155
0.007
0.0102
0.0302
0.0275
0.0289
0.019
0.026
0.022
Year To Date Return
14.39
14.99
20.29
18.14
8.04
6.57
7.98
3.58
7.59
10.56
Bond Positions Weight
16.61
3.67
0.23
1.76
5.96
N/A
60.02
N/A
5.96
5.57
Ten Year Return
8.55
7.38
9.08
8.5
5.35
5.07
5.35
N/A
5.03
6.06
Day Typical Price
15.58
16.24
23.83
19.45
12.03
11.48
12.08
10.07
12.07
12.41
Daily Balance Of Power
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
9.2 T
9.2 T
(9,223,372,036,855)
9.2 T
(9,223,372,036,855)
(9,223,372,036,855)
(9,223,372,036,855)
Period Momentum Indicator
(0.85)
(0.84)
(0.72)
0.14
0.04
(0.28)
0.04
(0.23)
(0.15)
(0.19)
Rate Of Daily Change
0.95
0.95
0.97
1.01
1.0
0.98
1.0
0.98
0.99
0.98
Day Median Price
15.58
16.24
23.83
19.45
12.03
11.48
12.08
10.07
12.07
12.41
Price Action Indicator
(0.42)
(0.42)
(0.36)
0.07
0.02
(0.14)
0.02
(0.12)
(0.07)
(0.1)
Relative Strength Index
51.89
54.39
55.59
55.01
48.8
43.45
49.61
40.26
48.65
52.22
Coefficient Of Variation
(1,069)
(1,145)
2974.13
(1,147)
(990.26)
(946.83)
(1,278)
(719.04)
(1,203)
(1,218)
Mean Deviation
0.496
0.4345
0.4692
0.5015
0.2103
0.65
0.2191
0.623
0.216
0.2847
Jensen Alpha
(0.09)
(0.08)
0.0104
(0.10)
(0.04)
(0.10)
(0.03)
(0.13)
(0.04)
(0.04)
Total Risk Alpha
(0.11)
(0.1)
(0.01)
(0.11)
(0.05)
(0.12)
(0.04)
(0.15)
(0.04)
(0.05)
Sortino Ratio
N/A
N/A
(0.01)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Downside Variance
N/A
N/A
0.6036
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Standard Deviation
0.8596
0.7785
0.6766
0.9077
0.2922
0.8503
0.2966
0.8376
0.2943
0.402
Kurtosis
19.13
23.49
5.4
22.58
4.92
1.14
3.17
1.96
3.35
4.43
Potential Upside
0.8408
0.5831
0.799
0.725
0.3336
1.28
0.4143
1.64
0.4072
0.5503
Treynor Ratio
1.47
1.4
0.1218
(0.14)
(0.16)
(2.76)
(0.95)
(0.79)
(0.51)
(1.25)
Maximum Drawdown
3.89
3.34
4.9
7.32
1.97
4.8
1.14
4.97
1.88
2.27
Variance
0.739
0.6061
0.4578
0.8239
0.0854
0.723
0.088
0.7016
0.0866
0.1616
Market Risk Adjusted Performance
1.48
1.41
0.1318
(0.13)
(0.15)
(2.75)
(0.94)
(0.78)
(0.50)
(1.24)
Risk Adjusted Performance
(0.07)
(0.07)
0.0249
(0.07)
(0.1)
(0.08)
(0.08)
(0.11)
(0.08)
(0.07)
Skewness
(3.46)
(4.01)
(0.88)
(3.91)
(1.14)
0.1438
(0.91)
0.814
(0.84)
(1.47)
Semi Deviation
N/A
N/A
0.7087
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Information Ratio
(0.13)
(0.13)
(0.01)
(0.12)
(0.21)
(0.14)
(0.19)
(0.18)
(0.19)
(0.16)
Value At Risk
(0.89)
(0.70)
(0.79)
(0.82)
(0.41)
(1.41)
(0.41)
(1.23)
(0.41)
(0.63)
Expected Short fall
N/A
N/A
(0.48)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Downside Deviation
N/A
N/A
0.7769
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Semi Variance
N/A
N/A
0.5022
N/A
N/A
N/A
N/A
N/A
N/A
N/A

Principal Lifetime Competition Performance Charts

Five steps to successful analysis of Principal Lifetime Competition

Principal Lifetime's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Principal Lifetime 2040 in relation to its competition. Principal Lifetime's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Principal Lifetime in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Principal Lifetime's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Principal Lifetime 2040, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Principal Lifetime position

In addition to having Principal Lifetime in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Large Growth Funds Thematic Idea Now

Large Growth Funds
Large Growth Funds Theme
Funds or Etfs that invest in stocks of large-sized companies with above-average risk and growth rate. The Large Growth Funds theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Large Growth Funds Theme or any other thematic opportunities.
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Other Information on Investing in Principal Mutual Fund

Principal Lifetime financial ratios help investors to determine whether Principal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Principal with respect to the benefits of owning Principal Lifetime security.
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