Palm Valley Financials
| PVCMX Fund | USD 13.08 0.01 0.08% |
Palm |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Palm Valley Fund Summary
Palm Valley competes with Vanguard Small-cap, Vanguard Small-cap, Us Small, Us Targeted, and Undiscovered Managers. 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.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Series Portfolios Trust |
| Mutual Fund Family | Palm Valley |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 224 7256 |
| Currency | USD - US Dollar |
Palm Financial Ratios Relationships
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. You can analyze the relationship between different fundamental ratios across Palm Valley competition to find correlations between indicators driving Palm Valley's intrinsic value. More Info.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 Valley Capital Systematic Risk
Palm Valley's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Palm Valley volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Palm Valley Capital correlated with the market. If Beta is less than 0 Palm Valley generally moves in the opposite direction as compared to the market. If Palm Valley Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Palm Valley Capital is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Palm Valley is generally in the same direction as the market. If Beta > 1 Palm Valley moves generally in the same direction as, but more than the movement of the benchmark.
Palm Valley Thematic Clasifications
Palm Valley Capital is part of Small Value Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies
This theme covers Funds with small to mid capitalization value equities. Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. Get More Thematic Ideas
Palm Valley Capital is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Small Value category is currently estimated at about 119.91 Billion. Palm Valley adds roughly 5.93 Million in net asset claiming only tiny portion of funds listed under Small Value category.| Small Value Funds | View |
Palm Valley November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Palm Valley help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Palm Valley Capital. We use our internally-developed statistical techniques to arrive at the intrinsic value of Palm Valley Capital based on widely used predictive technical indicators. In general, we focus on analyzing Palm Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Palm Valley's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.181 | |||
| Information Ratio | (0.73) | |||
| Maximum Drawdown | 0.6931 | |||
| Value At Risk | (0.31) | |||
| Potential Upside | 0.2308 |
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.
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |