Palmer Square Ssi Fund Manager Performance Evaluation

PSCIX Fund  USD 10.06  0.01  0.1%   
The fund holds a Beta of 0.041, 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.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Palmer Square Ssi are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Palmer Square is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors.
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Opinion Target-date funds and other autopilot investments may offer you free money - MarketWatch
11/24/2025
  

Palmer Square Relative Risk vs. Return Landscape

If you would invest  969.00  in Palmer Square Ssi on November 13, 2025 and sell it today you would earn a total of  37.00  from holding Palmer Square Ssi or generate 3.82% return on investment over 90 days. Palmer Square Ssi is currently producing 0.0619% returns and takes up 0.3177% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than PALMER, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Palmer Square is expected to generate 1.56 times less return on investment than the market. But when comparing it to its historical volatility, the company is 2.45 times less risky than the market. It trades about 0.19 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 of returns per unit of risk over similar time horizon.

Palmer Square Current Valuation

Overvalued
Today
10.06
Please note that Palmer Square's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Palmer Square Ssi holds a recent Real Value of $9.22 per share. The prevailing price of the fund is $10.06. We determine the value of Palmer Square Ssi from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Palmer Square is currently traded on the exchange, buyers and sellers on that exchange determine the market value of PALMER Mutual Fund. However, Palmer Square's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  10.06 Real  9.22 Hype  10.06
The intrinsic value of Palmer Square's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Palmer Square's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
9.22
Real Value
11.07
Upside
Estimating the potential upside or downside of Palmer Square Ssi helps investors to forecast how PALMER mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Palmer Square more accurately as focusing exclusively on Palmer Square's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
9.7410.0610.38
Details
Below is the normalized historical share price chart for Palmer Square Ssi extending back to May 25, 2012. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Palmer Square stands at 10.06, as last reported on the 11th of February 2026, with the highest price reaching 10.06 and the lowest price hitting 10.06 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

Palmer Square Target Price Odds to finish over Current Price

The tendency of PALMER Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 10.06 90 days 10.06 
about 10.56
Based on a normal probability distribution, the odds of Palmer Square to move above the current price in 90 days from now is about 10.56 (This Palmer Square Ssi probability density function shows the probability of PALMER Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Palmer Square has a beta of 0.041 indicating as returns on the market go up, Palmer Square average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Palmer Square Ssi will be expected to be much smaller as well. Additionally Palmer Square Ssi has an alpha of 0.045, implying that it can generate a 0.045 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Palmer Square Price Density   
       Price  

Predictive Modules for Palmer Square

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Palmer Square Ssi. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
9.7410.0610.38
Details
Intrinsic
Valuation
LowRealHigh
8.909.2211.07
Details

Palmer Square Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Palmer Square is not an exception. The market had few large corrections towards the Palmer Square's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Palmer Square Ssi, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Palmer Square within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.04
β
Beta against Dow Jones0.04
σ
Overall volatility
0.16
Ir
Information ratio -0.15

Palmer Square Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Palmer Square for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Palmer Square Ssi can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund maintains about 26.14% of its assets in cash

Palmer Square Fundamentals Growth

PALMER Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Palmer Square, and Palmer Square fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on PALMER Mutual Fund performance.

About Palmer Square Performance

Evaluating Palmer Square's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Palmer Square has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Palmer Square has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks primarily to implement its strategy by investing in convertible securities, including convertible preferred securities, and establishing short positions, or hedges, in the common stock or American Depositary Receipt of the issuers of the convertible securities. It may also use other instruments to establish hedges, including exchange-traded funds , options and currency forwards, as appropriate, to reduce unwanted exposures. The fund may have significant exposure to the Financial sector.

Things to note about Palmer Square Ssi performance evaluation

Checking the ongoing alerts about Palmer Square for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Palmer Square Ssi help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains about 26.14% of its assets in cash
Evaluating Palmer Square's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Palmer Square's mutual fund performance include:
  • Analyzing Palmer Square's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Palmer Square's stock is overvalued or undervalued compared to its peers.
  • Examining Palmer Square's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Palmer Square's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Palmer Square's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Palmer Square's mutual fund. These opinions can provide insight into Palmer Square's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Palmer Square's mutual fund performance is not an exact science, and many factors can impact Palmer Square's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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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