Palm Valley Annual Yield vs. Year To Date Return
| PVCMX Fund | USD 13.08 0.01 0.08% |
For Palm Valley profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Palm Valley to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Palm Valley Capital utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Palm Valley's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Palm Valley Capital over time as well as its relative position and ranking within its peers.
Palm |
Palm Valley Capital Year To Date Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Palm Valley's current stock value. Our valuation model uses many indicators to compare Palm Valley value to that of its competitors to determine the firm's financial worth. Palm Valley Capital is rated top fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 162.83 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Palm Valley's earnings, one of the primary drivers of an investment's value.Palm Year To Date Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Palm Valley |
| = | 0.03 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Palm Valley |
| = | 4.40 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Palm Year To Date Return Comparison
Palm Valley is currently under evaluation in year to date return among similar funds.
Palm Valley Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Palm Valley, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Palm Valley will eventually generate negative long term returns. The profitability progress is the general direction of Palm Valley's change in net profit over the period of time. It can combine multiple indicators of Palm Valley, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.
Palm Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Palm Valley. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Palm Valley position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Palm Valley's important profitability drivers and their relationship over time.
Use Palm Valley in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Palm Valley position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Palm Valley will appreciate offsetting losses from the drop in the long position's value.Palm Valley Pair Trading
Palm Valley Capital Pair Trading Analysis
The ability to find closely correlated positions to Palm Valley could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Palm Valley when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Palm Valley - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Palm Valley Capital to buy it.
The correlation of Palm Valley is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Palm Valley moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Palm Valley Capital moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Palm Valley can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Palm Valley position
In addition to having Palm Valley in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Synthetics Thematic Idea Now
Synthetics
Companies involved in production of silicon and other synthetic products . The Synthetics theme has 44 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Synthetics Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Palm Mutual Fund
To fully project Palm Valley's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Palm Valley Capital at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Palm Valley's income statement, its balance sheet, and the statement of cash flows.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |