Palmer Square Ssi Fund Net Income
| PSCIX Fund | USD 10.09 0.02 0.20% |
As of the 28th of January, Palmer Square holds the Downside Deviation of 0.153, risk adjusted performance of 0.1094, and Standard Deviation of 0.0943. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Palmer Square, as well as the relationship between them.
Palmer Square's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Palmer Square's valuation are provided below:Palmer Square Ssi does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Palmer |
Palmer Square 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Palmer Square's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Palmer Square.
| 10/30/2025 |
| 01/28/2026 |
If you would invest 0.00 in Palmer Square on October 30, 2025 and sell it all today you would earn a total of 0.00 from holding Palmer Square Ssi or generate 0.0% return on investment in Palmer Square over 90 days. Palmer Square is related to or competes with Palmer Square, Angel Oak, Calamos Global, BlackRock California, BlackRock Floating, T Rowe, and Pro Blend. The fund seeks primarily to implement its strategy by investing in convertible securities, including convertible preferr... More
Palmer Square Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Palmer Square's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Palmer Square Ssi upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.153 | |||
| Information Ratio | (0.60) | |||
| Maximum Drawdown | 0.6015 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.1986 |
Palmer Square Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Palmer Square's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Palmer Square's standard deviation. In reality, there are many statistical measures that can use Palmer Square historical prices to predict the future Palmer Square's volatility.| Risk Adjusted Performance | 0.1094 | |||
| Jensen Alpha | 0.0119 | |||
| Total Risk Alpha | 0.0039 | |||
| Sortino Ratio | (0.37) | |||
| Treynor Ratio | 1.07 |
Palmer Square January 28, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1094 | |||
| Market Risk Adjusted Performance | 1.08 | |||
| Mean Deviation | 0.0691 | |||
| Downside Deviation | 0.153 | |||
| Coefficient Of Variation | 414.63 | |||
| Standard Deviation | 0.0943 | |||
| Variance | 0.0089 | |||
| Information Ratio | (0.60) | |||
| Jensen Alpha | 0.0119 | |||
| Total Risk Alpha | 0.0039 | |||
| Sortino Ratio | (0.37) | |||
| Treynor Ratio | 1.07 | |||
| Maximum Drawdown | 0.6015 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.1986 | |||
| Downside Variance | 0.0234 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.12) | |||
| Skewness | (0.24) | |||
| Kurtosis | 2.16 |
Palmer Square Ssi Backtested Returns
At this stage we consider Palmer Mutual Fund to be very steady. Palmer Square Ssi maintains Sharpe Ratio (i.e., Efficiency) of 0.24, which implies the entity had a 0.24 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Palmer Square Ssi, which you can use to evaluate the volatility of the fund. Please check Palmer Square's Standard Deviation of 0.0943, downside deviation of 0.153, and Risk Adjusted Performance of 0.1094 to confirm if the risk estimate we provide is consistent with the expected return of 0.0233%. The fund holds a Beta of 0.0119, which implies not very significant fluctuations relative to the market. As returns on the market increase, Palmer Square's returns are expected to increase less than the market. However, during the bear market, the loss of holding Palmer Square is expected to be smaller as well.
Auto-correlation | 0.73 |
Good predictability
Palmer Square Ssi has good predictability. Overlapping area represents the amount of predictability between Palmer Square time series from 30th of October 2025 to 14th of December 2025 and 14th of December 2025 to 28th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Palmer Square Ssi price movement. The serial correlation of 0.73 indicates that around 73.0% of current Palmer Square price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.73 | |
| Spearman Rank Test | 0.7 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Palmer Square Ssi reported net income of 0.0. This indicator is about the same for the Palmer Square average (which is currently at 0.0) family and about the same as Relative Value Arbitrage (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Palmer Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Palmer Square's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Palmer Square could also be used in its relative valuation, which is a method of valuing Palmer Square by comparing valuation metrics of similar companies.Palmer Square is currently under evaluation in net income among similar funds.
Palmer Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Palmer Square's current stock value. Our valuation model uses many indicators to compare Palmer Square value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Palmer Square competition to find correlations between indicators driving Palmer Square's intrinsic value. More Info.Palmer Square Ssi is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.59 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Palmer Square Ssi is roughly 1.69 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Palmer Square's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Palmer Square
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks, cash.Asset allocation divides Palmer Square's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Palmer Fundamentals
| Price To Earning | 4.50 X | ||||
| Price To Book | 2.67 X | ||||
| Price To Sales | 1.87 X | ||||
| Total Asset | 262.11 M | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 0.60 % | ||||
| One Year Return | 7.40 % | ||||
| Three Year Return | 7.63 % | ||||
| Five Year Return | 4.47 % | ||||
| Net Asset | 262.97 M | ||||
| Minimum Initial Investment | 100 K | ||||
| Last Dividend Paid | 0.1 | ||||
| Cash Position Weight | 26.14 % | ||||
| Equity Positions Weight | 0.41 % |
About Palmer Square Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Palmer Square Ssi's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Palmer Square using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Palmer Square Ssi based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.| HITI | High Tide | |
| HITI | High Tide | |
| BAC | Bank of America |
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.
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