PVCMX Mutual Fund Manager Performance Evaluation

PVCMX -  USA Fund  

USD 12.22  0.07  0.58%

The fund holds a Beta of 0.0, which implies not very significant fluctuations relative to the market. Let's try to break down what PVCMX's beta means in this case. the returns on MARKET and Palm Valley are completely uncorrelated. Even though it is essential to pay attention to Palm Valley Capital current trending patterns, it is always good to be careful when utilizing equity existing price patterns. Our philosophy towards forecasting any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Palm Valley Capital exposes twenty-one different technical indicators, which can help you to evaluate its performance.

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 PVCMX Performance
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Over the last 90 days Palm Valley Capital has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong primary indicators, Palm Valley is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low11.28
Fifty Two Week High12.38
Annual Report Expense Ratio1.31%

Palm Valley Relative Risk vs. Return Landscape

If you would invest  1,225  in Palm Valley Capital on June 19, 2021 and sell it today you would lose (3.00)  from holding Palm Valley Capital or give up 0.24% of portfolio value over 90 days. Palm Valley Capital is currently producing negative expected returns and takes up 0.2167% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than PVCMX, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Palm Valley is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 2.92 times less risky than the market. the firm trades about -0.02 of its potential returns per unit of risk. The DOW is currently generating roughly 0.06 of returns per unit of risk over similar time horizon.

Palm Valley Current Valuation

Fairly Valued
Today
12.22
17th of September 2021
Share
Please note that Palm Valley's price fluctuation is very steady at this time.
Palm Valley Capital holds a recent Real Value of $12.21 per share. The prevailing price of the fund is $12.22. At this time, the fund appears to be fairly valued. 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 entities and dropping overvalued entities since, at some point, stock prices and their ongoing real values will merge together.
Our valuation method for Palm Valley Capital is useful when determining the fair value of the PVCMX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Palm Valley. Since Palm Valley is currently traded on the exchange, buyers and sellers on that exchange determine the market value of PVCMX 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.
12.21
Real Value
12.43
Upside
Estimating the potential upside or downside of Palm Valley Capital helps investors to forecast how PVCMX 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:
Hype
Prediction
LowEstimated ValueHigh
12.0012.2212.44
Details

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 = -0.0169

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Negative ReturnsPVCMX
Estimated Market Risk
 0.22
  actual daily
 
 1 %
of total potential
 
11
Expected Return
 0.0
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 0 %
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00
Risk-Adjusted Return
 -0.02
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 0 %
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Based on monthly moving average Palm Valley is performing at about 0% 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.

About Palm Valley Performance

To evaluate Palm Valley Capital Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Palm Valley generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare PVCMX Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Palm Valley Capital stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents PVCMX's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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. Palm Valley is traded on NASDAQ Exchange in the United States.

Things to note about Palm Valley Capital

Checking the ongoing alerts about Palm Valley for important developments is a great way to find new opportunities for your next move. Our stock 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.

Palm Valley Alerts

Equity Alerts and Improvement Suggestions

Palm Valley Capital generates negative expected return over the last 90 days
Palm Valley Capital is unlikely to experience financial distress in the next 2 years
The fund maintains about 80.38% of its assets in cash
Please check Your Equity Center. 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 Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

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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.