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Seasonal Analysis of PHTQX (PRINCIPAL LIFETIME HYBRID 2025 FUND INSTITUTIONAL CLASS)


Seasonal Analysis

Using data from 10/1/2014 to 10/14/2019 for PHTQX (PRINCIPAL LIFETIME HYBRID 2025 FUND INSTITUTIONAL CLASS), this program was able to calculate the following historical seasonal cycles for this stock:
Historically, the best month to buy PHTQX is January
Historically, the best month to sell PHTQX is October

In January, PHTQX is historically down by -5.38%
In February, PHTQX is historically down by -2.95%
In March, PHTQX is historically down by -1.38%
In April, PHTQX is historically up by 0.10%
In May, PHTQX is historically up by 0.29%
In June, PHTQX is historically up by 0.73%
In July, PHTQX is historically up by 2.30%
In August, PHTQX is historically up by 1.03%
In September, PHTQX is historically up by 2.75%
In October, PHTQX is historically up by 2.85%
In November, PHTQX is historically up by 0.09%
In December, PHTQX is historically down by -0.42%

Right click on the graph above to see the menu of operations (download, full screen, etc.)

See Also: Fourier Analysis of PHTQX
 
 
General Statistics
Number of Data Points264
Start Date of Data10/1/2014
End Date of Data10/14/2019
Minimum Value of Adjusted Close8.37
Maximum Value of Adjusted Close11.74
Average Value of Adjusted Close10.10
Median Value of Adjusted Close9.99
Standard Deviation of Adjusted Close0.99
Coefficient of Variation for Adjusted Close 9.80%
  Notes: "Adjusted Close" means closing price was adjusted for splits and dividends; Weekly (not daily) Adjusted close price was used for calculations; 
The average ("mean") and median are measures of central tendency.

For the given time period, the price of PHTQX tends towards a value in the vicinity of 10.10 (the mean) and 9.99 (the median).

Standard Deviation and Coefficient Of Variation are measures of dispersion. These can be used to measure the volatility (risk) of a security, and also to estimate the expected ranges of the price.

Assuming a normal distribution, we expect to see 68% of values within one Standard Deviation of the mean (average), 95% of the values within two standard deviations of the mean, and 99% of the values within three standard deviations of the mean.

If the price of PHTQX goes above 11.09 (mean + 1 standard deviation) or below 9.11 (mean - 1 standard deviation), then the reader is urged to investigate further for a possible buying or selling opportunity.

If the price of PHTQX goes above 12.08 (mean + 2 standard deviations) or below 8.12 (mean - 2 standard deviations), then the reader is urged to investigate further as this would be an unusual event.



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