Princeton Adaptive Premium Fund Manager Performance Evaluation
| PAPIX Fund | USD 10.12 0.01 0.1% |
The fund holds a Beta of 0.0473, which implies not very significant fluctuations relative to the market. As returns on the market increase, Princeton Adaptive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Princeton Adaptive is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Princeton Adaptive Premium has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Princeton Adaptive is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...morePrinceton |
Princeton Adaptive Relative Risk vs. Return Landscape
If you would invest 1,024 in Princeton Adaptive Premium on September 15, 2024 and sell it today you would lose (12.00) from holding Princeton Adaptive Premium or give up 1.17% of portfolio value over 90 days. Princeton Adaptive Premium is currently producing negative expected returns and takes up 0.3521% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Princeton, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Princeton Adaptive Current Valuation
Fairly Valued
Today
Please note that Princeton Adaptive's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Princeton Adaptive holds a recent Real Value of $10.15 per share. The prevailing price of the fund is $10.12. Our model determines the value of Princeton Adaptive from analyzing the fund technical indicators and probability of bankruptcy. In general, investors support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Princeton Adaptive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Princeton Mutual Fund. However, Princeton Adaptive's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.12 | Real 10.15 | Hype 10.12 |
The intrinsic value of Princeton Adaptive's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Princeton Adaptive's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Princeton Adaptive Premium helps investors to forecast how Princeton mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Princeton Adaptive more accurately as focusing exclusively on Princeton Adaptive's fundamentals will not take into account other important factors: Princeton Adaptive Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Princeton Adaptive's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Princeton Adaptive Premium, and traders can use it to determine the average amount a Princeton Adaptive's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0497
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| Negative Returns | PAPIX |
Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Princeton Adaptive is not performing at its full potential. However, 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 Princeton Adaptive by adding Princeton Adaptive to a well-diversified portfolio.
Princeton Adaptive Fundamentals Growth
Princeton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Princeton Adaptive, and Princeton Adaptive fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Princeton Mutual Fund performance.
About Princeton Adaptive Performance
Evaluating Princeton Adaptive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Princeton Adaptive has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Princeton Adaptive has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The Advisor intends to utilize two principal investment strategies 1 a premium collection strategy involving sale or purchase of put options on the SP 500 Index and 2 investing in fixed income securities. Under normal market conditions, the adviser intends to allocate between 30 percent to 100 percent of the funds net assets to the premium collection strategy at any given time. It may also invest a substantial portion of its assets in U.S. Treasury bonds, high-quality short-term debt securities and money market instruments, to maintain liquidity for shareholder redemptions, or to respond to adverse conditions.Things to note about Princeton Adaptive performance evaluation
Checking the ongoing alerts about Princeton Adaptive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Princeton Adaptive help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Princeton Adaptive generated a negative expected return over the last 90 days |
- Analyzing Princeton Adaptive's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Princeton Adaptive's stock is overvalued or undervalued compared to its peers.
- Examining Princeton Adaptive's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Princeton Adaptive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Princeton Adaptive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Princeton Adaptive's mutual fund. These opinions can provide insight into Princeton Adaptive's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Princeton Mutual Fund
Princeton Adaptive financial ratios help investors to determine whether Princeton 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 Princeton with respect to the benefits of owning Princeton Adaptive security.
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