Palm Valley Capital Fund Market Value
| PVCIX Fund | 12.30 0.02 0.16% |
| Symbol | 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.
| 10/27/2025 |
| 01/25/2026 |
If you would invest 0.00 in Palm Valley on October 27, 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 Gabelli Gold, Fidelity Advisor, Deutsche Gold, International Investors, Great-west Goldman, Sprott Gold, and Franklin Gold. 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 | 0.2394 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 1.92 | |||
| Value At Risk | (0.33) | |||
| Potential Upside | 0.4942 |
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 | 0.1543 | |||
| Jensen Alpha | 0.0621 | |||
| Total Risk Alpha | 0.0324 | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | (8.32) |
Palm Valley January 25, 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 | 0.1543 | |||
| Market Risk Adjusted Performance | (8.31) | |||
| Mean Deviation | 0.2153 | |||
| Downside Deviation | 0.2394 | |||
| Coefficient Of Variation | 436.51 | |||
| Standard Deviation | 0.3123 | |||
| Variance | 0.0976 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | 0.0621 | |||
| Total Risk Alpha | 0.0324 | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | (8.32) | |||
| Maximum Drawdown | 1.92 | |||
| Value At Risk | (0.33) | |||
| Potential Upside | 0.4942 | |||
| Downside Variance | 0.0573 | |||
| Semi Variance | (0.04) | |||
| Expected Short fall | (0.29) | |||
| Skewness | 1.89 | |||
| Kurtosis | 8.33 |
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 0.23, which implies the entity had a 0.23 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Palm Valley Capital, which you can use to evaluate the volatility of the fund. Please check Palm Valley's Standard Deviation of 0.3123, downside deviation of 0.2394, and Risk Adjusted Performance of 0.1543 to confirm if the risk estimate we provide is consistent with the expected return of 0.0716%. The fund holds a Beta of -0.0074, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Palm Valley are expected to decrease at a much lower rate. During the bear market, Palm Valley is likely to outperform the market.
Auto-correlation | 0.14 |
Insignificant predictability
Palm Valley Capital has insignificant predictability. Overlapping area represents the amount of predictability between Palm Valley time series from 27th of October 2025 to 11th of December 2025 and 11th of December 2025 to 25th 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 Palm Valley Capital price movement. The serial correlation of 0.14 indicates that less than 14.0% of current Palm Valley price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.14 | |
| Spearman Rank Test | 0.34 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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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.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.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |