Palm Valley Capital Fund Market Value
| PVCMX Fund | USD 12.36 0.05 0.40% |
| 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.
| 11/06/2025 |
| 02/04/2026 |
If you would invest 0.00 in Palm Valley on November 6, 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 Royce Small-cap, Alger Dynamic, Sit Dividend, Balanced Fund, Columbia Adaptive, Sit Dividend, and American Beacon. 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.
| Downside Deviation | 0.2414 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 1.08 | |||
| Value At Risk | (0.40) | |||
| Potential Upside | 0.5677 |
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 | 0.126 | |||
| Jensen Alpha | 0.0312 | |||
| Total Risk Alpha | 0.0261 | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.1744 |
Palm Valley February 4, 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 | 0.126 | |||
| Market Risk Adjusted Performance | 0.1844 | |||
| Mean Deviation | 0.2073 | |||
| Downside Deviation | 0.2414 | |||
| Coefficient Of Variation | 509.78 | |||
| Standard Deviation | 0.2624 | |||
| Variance | 0.0688 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 0.0312 | |||
| Total Risk Alpha | 0.0261 | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.1744 | |||
| Maximum Drawdown | 1.08 | |||
| Value At Risk | (0.40) | |||
| Potential Upside | 0.5677 | |||
| Downside Variance | 0.0583 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.27) | |||
| Skewness | 0.1816 | |||
| Kurtosis | 0.0847 |
Palm Valley Capital Backtested Returns
At this stage we consider Palm Mutual Fund to be very steady. Palm Valley Capital maintains Sharpe Ratio (i.e., Efficiency) of 0.26, which implies the entity had a 0.26 % 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 Downside Deviation of 0.2414, risk adjusted performance of 0.126, and Standard Deviation of 0.2624 to confirm if the risk estimate we provide is consistent with the expected return of 0.0664%. The fund holds a Beta of 0.24, 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 | 0.78 |
Good predictability
Palm Valley Capital has good predictability. Overlapping area represents the amount of predictability between Palm Valley time series from 6th of November 2025 to 21st of December 2025 and 21st of December 2025 to 4th 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 0.78 indicates that around 78.0% of current Palm Valley price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.78 | |
| Spearman Rank Test | 0.81 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
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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.
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