Palm Valley Capital Fund Manager Performance Evaluation
| PVCMX Fund | USD 12.24 0.01 0.08% |
The fund holds a Beta of -0.0393, 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.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Palm Valley Capital are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Palm Valley is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Palm Valley Capital Fund Q4 2024 Commentary - Seeking Alpha | 01/07/2025 |
Palm |
Palm Valley Relative Risk vs. Return Landscape
If you would invest 1,218 in Palm Valley Capital on December 20, 2024 and sell it today you would earn a total of 6.00 from holding Palm Valley Capital or generate 0.49% return on investment over 90 days. Palm Valley Capital is currently producing 0.0085% returns and takes up 0.1814% volatility of returns over 90 trading days. Put another way, 1% 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
Fairly Valued
Today
Please note that Palm Valley's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Palm Valley Capital holds a recent Real Value of $12.27 per share. The prevailing price of the fund is $12.24. We determine the value of Palm Valley Capital 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 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 12.24 | Real 12.27 | Hype 12.24 | Naive 12.23 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Palm Valley's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Palm Valley Capital, and traders can use it to determine the average amount a Palm Valley's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0468
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PVCMX |
Estimated Market Risk
| 0.18 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Palm Valley is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Palm Valley by adding it to a well-diversified portfolio.
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.
| Total Asset | 79.47 M | |||
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.| The fund maintains about 81.46% of its assets in cash |
- 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.
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