PVCMX Fundamentals

PVCMX -  USA Fund  

USD 12.15  0.04  0.33%

Palm Valley Capital fundamentals help investors to digest information that contributes to Palm Valley's financial success or failures. It also enables traders to predict the movement of PVCMX Mutual Fund. This fundamental analysis module provides a way for investors to measures Palm Valley's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Palm Valley mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

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PVCMX One Year Return Analysis

Palm Valley's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Palm Valley One Year Return

    
  10.89 %  
Most of Palm Valley's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Palm Valley Capital is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Palm Valley One Year Return Component Assessment

Based on the recorded statements, Palm Valley Capital has an One Year Return of 10.89%. This is much higher than that of the Palm Valley family and significantly higher than that of the Small Value category. The one year return for all United States funds is notably lower than that of the firm.

Palm Valley Capital Fundamental Drivers 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 cash position weight among similar funds. It is rated top fund in minimum initial investment among similar funds making about  31.10  of Minimum Initial Investment per Cash Position Weight.

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Fund Asset Allocation for Palm Valley

The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in stocks, exotic instruments.
 Value 
      Instrument Type 

PVCMX Fundamentals

About Palm Valley Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Palm Valley Capital's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Palm Valley using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Palm Valley Capital based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
To achieve its investment objective the fund invests primarily in a portfolio of small capitalization common stocks. Palm Valley is traded on NASDAQ Exchange in the United States.

Palm Valley Investors Sentiment

The influence of Palm Valley's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in PVCMX. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

Current Sentiment - PVCMX

Palm Valley Capital Investor Sentiment

Macroaxis portfolio users are evenly split in their perspective on investing in Palm Valley Capital. What is your perspective on investing in Palm Valley Capital? Are you bullish or bearish?
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Please check Palm Valley Piotroski F Score and Palm Valley Altman Z Score analysis. Note that the Palm Valley Capital information on this page should be used as a complementary analysis to other Palm Valley's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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When running Palm Valley Capital price analysis, check to measure Palm Valley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Palm Valley is operating at the current time. Most of Palm Valley's value examination focuses on studying past and present price action to predict the probability of Palm Valley's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Palm Valley's price. Additionally, you may evaluate how the addition of Palm Valley to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Palm Valley's value and its price as these two are different measures arrived at by different means. Investors typically determine Palm Valley value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Palm Valley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.