Palm Valley Capital Fund Manager Performance Evaluation
| PVCIX Fund | 12.29 0.01 0.08% |
The fund holds a Beta of 0.23, 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.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Palm Valley Capital are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Palm Valley is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Palm Valley Capital Fund Q4 2025 Letter - Seeking Alpha | 01/05/2026 |
Palm |
Palm Valley Relative Risk vs. Return Landscape
If you would invest 1,170 in Palm Valley Capital on October 30, 2025 and sell it today you would earn a total of 59.00 from holding Palm Valley Capital or generate 5.04% return on investment over 90 days. Palm Valley Capital is currently producing 0.0825% returns and takes up 0.3096% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Palm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Palm Valley Current Valuation
Overvalued
Today
Please note that Palm Valley's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is overvalued. Palm Valley Capital holds a recent Real Value of USD11.24 per share. The prevailing price of the fund is USD12.29. Our model determines the value of Palm Valley Capital from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Palm Valley is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Palm Mutual Fund. However, Palm Valley'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 12.29 | Real 11.24 | Hype 12.29 | Naive 12.33 |
The intrinsic value of Palm Valley'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 Palm Valley'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.
Estimating the potential upside or downside of Palm Valley Capital helps investors to forecast how Palm 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 Palm Valley more accurately as focusing exclusively on Palm Valley's fundamentals will not take into account other important factors: Palm Valley Target Price Odds to finish over Current Price
The tendency of Palm 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.29 | 90 days | 12.29 | about 6.16 |
Based on a normal probability distribution, the odds of Palm Valley to move above the current price in 90 days from now is about 6.16 (This Palm Valley Capital probability density function shows the probability of Palm Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Palm Valley has a beta of 0.23 indicating as returns on the market go up, Palm Valley average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Palm Valley Capital will be expected to be much smaller as well. Additionally Palm Valley Capital has an alpha of 0.0401, implying that it can generate a 0.0401 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Palm Valley Price Density |
| Price |
Predictive Modules for Palm Valley
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Palm Valley Capital. 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.Palm Valley Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Palm Valley is not an exception. The market had few large corrections towards the Palm Valley'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 Palm Valley Capital, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Palm Valley within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 0.23 | |
σ | Overall volatility | 0.24 | |
Ir | Information ratio | -0.04 |
Palm Valley 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 Palm Valley for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Palm Valley Capital can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Palm Valley Capital Fund Q4 2025 Letter - Seeking Alpha | |
| The fund maintains all of the assets in different exotic instruments |
Palm Valley Fundamentals Growth
Palm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Palm Valley, and Palm Valley 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 Palm Mutual Fund performance.
About Palm Valley Performance
Evaluating Palm Valley's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Palm Valley 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 Palm Valley 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.
To achieve its investment objective the fund invests primarily in a portfolio of small capitalization common stocks. It will invest primarily in U.S. common stocks of small-cap companies. The fund primarily owns common stocks, but may also invest in equity securities of real estate investment trusts , securities of companies involved in mining or related precious metals industries, convertible securities, and U.S. government obligations. To manage risk, the Adviser uses a flexible and opportunistic approach to the funds cash position.Things to note about Palm Valley Capital performance evaluation
Checking the ongoing alerts about Palm Valley for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Palm Valley Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Palm Valley Capital Fund Q4 2025 Letter - Seeking Alpha | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Palm Valley'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 Palm Valley's stock is overvalued or undervalued compared to its peers.
- Examining Palm Valley'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 Palm Valley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Palm Valley's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Palm Valley's mutual fund. These opinions can provide insight into Palm Valley's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Transaction History View history of all your transactions and understand their impact on performance |