Palm Valley Capital Fund Key Fundamental Indicators
| PVCIX Fund | 12.37 0.07 0.57% |
As of the 1st of February, Palm Valley holds the Risk Adjusted Performance of 0.1964, downside deviation of 0.2344, and Standard Deviation of 0.3171. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Palm Valley, as well as the relationship between them.
Palm Valley'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 Palm Valley's valuation are provided below:Palm Valley Capital 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. Palm |
Palm Valley '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 Palm Valley'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 Palm Valley.
| 11/03/2025 |
| 02/01/2026 |
If you would invest 0.00 in Palm Valley on November 3, 2025 and sell it all today you would earn a total of 0.00 from holding Palm Valley Capital or generate 0.0% return on investment in Palm Valley over 90 days. Palm Valley is related to or competes with Lazard Funds, Forum Funds, Lord Abbett, and Virtus Convertible. More
Palm Valley 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 Palm Valley'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 Palm Valley Capital upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2344 | |||
| Information Ratio | 0.1476 | |||
| Maximum Drawdown | 1.92 | |||
| Value At Risk | (0.33) | |||
| Potential Upside | 0.5181 |
Palm Valley Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Palm Valley's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Palm Valley's standard deviation. In reality, there are many statistical measures that can use Palm Valley historical prices to predict the future Palm Valley's volatility.| Risk Adjusted Performance | 0.1964 | |||
| Jensen Alpha | 0.0815 | |||
| Total Risk Alpha | 0.0664 | |||
| Sortino Ratio | 0.1997 | |||
| Treynor Ratio | 13.62 |
Palm Valley February 1, 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 | 0.1964 | |||
| Market Risk Adjusted Performance | 13.63 | |||
| Mean Deviation | 0.2231 | |||
| Downside Deviation | 0.2344 | |||
| Coefficient Of Variation | 345.62 | |||
| Standard Deviation | 0.3171 | |||
| Variance | 0.1005 | |||
| Information Ratio | 0.1476 | |||
| Jensen Alpha | 0.0815 | |||
| Total Risk Alpha | 0.0664 | |||
| Sortino Ratio | 0.1997 | |||
| Treynor Ratio | 13.62 | |||
| Maximum Drawdown | 1.92 | |||
| Value At Risk | (0.33) | |||
| Potential Upside | 0.5181 | |||
| Downside Variance | 0.0549 | |||
| Semi Variance | (0.06) | |||
| Expected Short fall | (0.31) | |||
| Skewness | 1.74 | |||
| Kurtosis | 7.22 |
Palm Valley Capital Backtested Returns
At this stage we consider Palm Mutual Fund to be out of control. Palm Valley Capital maintains Sharpe Ratio (i.e., Efficiency) of 0.29, which implies the entity had a 0.29 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Palm Valley Capital, which you can use to evaluate the volatility of the fund. Please check Palm Valley's Risk Adjusted Performance of 0.1964, standard deviation of 0.3171, and Downside Deviation of 0.2344 to confirm if the risk estimate we provide is consistent with the expected return of 0.0917%. The fund holds a Beta of 0.006, which implies not very significant fluctuations relative to the market. As returns on the market increase, Palm Valley's returns are expected to increase less than the market. However, during the bear market, the loss of holding Palm Valley is expected to be smaller as well.
Auto-correlation | 0.64 |
Good predictability
Palm Valley Capital has good predictability. Overlapping area represents the amount of predictability between Palm Valley time series from 3rd of November 2025 to 18th of December 2025 and 18th of December 2025 to 1st of February 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 Palm Valley Capital price movement. The serial correlation of 0.64 indicates that roughly 64.0% of current Palm Valley price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.64 | |
| Spearman Rank Test | 0.69 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Palm Valley Capital has an Annual Yield of 0.0328%. This is much higher than that of the Palm Valley family and significantly higher than that of the Small Value category. The annual yield for all United States funds is notably lower than that of the firm.
Palm Valley Capital Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Palm Valley's current stock value. Our valuation model uses many indicators to compare Palm Valley value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Palm Valley competition to find correlations between indicators driving Palm Valley's intrinsic value. More Info.Palm Valley Capital is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 8,241,638,049 of Net Asset per Annual Yield. 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 Palm Valley's earnings, one of the primary drivers of an investment's value.Palm Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Palm Valley's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Palm Valley could also be used in its relative valuation, which is a method of valuing Palm Valley by comparing valuation metrics of similar companies.Palm Valley is currently under evaluation in annual yield among similar funds.
Palm Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Palm Valley's current stock value. Our valuation model uses many indicators to compare Palm Valley value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Palm Valley competition to find correlations between indicators driving Palm Valley's intrinsic value. More Info.Palm Valley Capital is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 8,241,638,049 of Net Asset per Annual Yield. 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 Palm Valley's earnings, one of the primary drivers of an investment's value.Palm Fundamentals
| Annual Yield | 0.03 % | ||||
| Net Asset | 270.33 M |
About Palm Valley Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Palm Valley Capital's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Palm Valley using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Palm Valley Capital 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.
Also Currently Popular
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.Other Information on Investing in Palm Mutual Fund
Palm Valley financial ratios help investors to determine whether Palm 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 Palm with respect to the benefits of owning Palm Valley security.
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