Palmer Square Income Fund Manager Performance Evaluation
| PSYPX Fund | USD 10.13 0.01 0.1% |
The fund holds a Beta of -0.0049, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Palmer Square are expected to decrease at a much lower rate. During the bear market, Palmer Square is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Palmer Square Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Palmer Square is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of November 2022 | |
| Expense Ratio | 0.7000 |
Palmer |
Palmer Square Relative Risk vs. Return Landscape
If you would invest 1,014 in Palmer Square Income on October 29, 2025 and sell it today you would lose (1.00) from holding Palmer Square Income or give up 0.1% of portfolio value over 90 days. Palmer Square Income is currently producing negative expected returns and takes up 0.1588% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Palmer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Palmer Square Current Valuation
Fairly Valued
Today
Please note that Palmer Square's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Palmer Square Income holds a recent Real Value of $10.14 per share. The prevailing price of the fund is $10.13. We determine the value of Palmer Square Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we 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 Palmer Square is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Palmer Mutual Fund. However, Palmer Square'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 10.13 | Real 10.14 | Hype 10.13 | Naive 10.16 |
The intrinsic value of Palmer Square'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 Palmer Square'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 Palmer Square Income helps investors to forecast how Palmer 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 Palmer Square more accurately as focusing exclusively on Palmer Square's fundamentals will not take into account other important factors: Palmer Square Target Price Odds to finish over Current Price
The tendency of Palmer Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.13 | 90 days | 10.13 | about 72.65 |
Based on a normal probability distribution, the odds of Palmer Square to move above the current price in 90 days from now is about 72.65 (This Palmer Square Income probability density function shows the probability of Palmer Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Palmer Square Income has a beta of -0.0049 indicating as returns on the benchmark increase, returns on holding Palmer Square are expected to decrease at a much lower rate. During a bear market, however, Palmer Square Income is likely to outperform the market. Additionally Palmer Square Income has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Palmer Square Price Density |
| Price |
Predictive Modules for Palmer Square
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Palmer Square Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Palmer Square Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Palmer Square is not an exception. The market had few large corrections towards the Palmer Square's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Palmer Square Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Palmer Square within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.01 | |
β | Beta against Dow Jones | -0.0049 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.54 |
Palmer Square Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Palmer Square for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Palmer Square Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Palmer Square Income generated a negative expected return over the last 90 days | |
| The fund maintains about 20.0% of its assets in cash |
Palmer Square Fundamentals Growth
Palmer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Palmer Square, and Palmer Square 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 Palmer Mutual Fund performance.
| Price To Earning | 18.98 X | |||
| Price To Book | 0.91 X | |||
| Price To Sales | 2.23 X | |||
About Palmer Square Performance
Evaluating Palmer Square's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Palmer Square 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 Palmer Square 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in debt securities. The funds investment in asset-backed securities may be comprised of loans or leases secured by motor vehicles or other equipment, consumer receivables from sources such as credit cards or student loans, or cash flows from operating assets such as royalties and leases.Things to note about Palmer Square Income performance evaluation
Checking the ongoing alerts about Palmer Square for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Palmer Square Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Palmer Square Income generated a negative expected return over the last 90 days | |
| The fund maintains about 20.0% of its assets in cash |
- Analyzing Palmer Square'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 Palmer Square's stock is overvalued or undervalued compared to its peers.
- Examining Palmer Square'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 Palmer Square's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Palmer Square's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Palmer Square's mutual fund. These opinions can provide insight into Palmer Square's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Palmer Mutual Fund
Palmer Square financial ratios help investors to determine whether Palmer 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 Palmer with respect to the benefits of owning Palmer Square security.
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |