Palm Valley's market value is the price at which a share of Palm Valley trades on a public exchange. It measures the collective expectations of Palm Valley Capital investors about its performance. Palm Valley is trading at 12.32 as of the 28th of February 2026; that is 0.49 percent up since the beginning of the trading day. The fund's open price was 12.26. With this module, you can estimate the performance of a buy and hold strategy of Palm Valley Capital and determine expected loss or profit from investing in Palm Valley over a given investment horizon. Check out Palm Valley Correlation, Palm Valley Volatility and Palm Valley Performance module to complement your research on Palm Valley.
It's important to distinguish between Palm Valley's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Palm Valley should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Palm Valley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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.
0.00
11/30/2025
No Change 0.00
0.0
In 3 months and 1 day
02/28/2026
0.00
If you would invest 0.00 in Palm Valley on November 30, 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 Palm Valley, Rational Real, Mondrian International, State Street, Jpmorgan Smartretirement, and Janus Global. To achieve its investment objective the fund invests primarily in a portfolio of small capitalization common stocks 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.
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.
At this stage we consider Palm Mutual Fund to be very steady. 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-seven technical indicators for Palm Valley Capital, which you can use to evaluate the volatility of the fund. Please check Palm Valley's Downside Deviation of 0.2774, standard deviation of 0.3345, and Risk Adjusted Performance of 0.2032 to confirm if the risk estimate we provide is consistent with the expected return of 0.0769%. The fund holds a Beta of -0.0376, 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
0.23
Weak predictability
Palm Valley Capital has weak predictability. Overlapping area represents the amount of predictability between Palm Valley time series from 30th of November 2025 to 14th of January 2026 and 14th of January 2026 to 28th 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 0.23 indicates that over 23.0% of current Palm Valley price fluctuation can be explain by its past prices.
Correlation Coefficient
0.23
Spearman Rank Test
0.2
Residual Average
0.0
Price Variance
0.0
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.