Nasdaq - Delayed Quote USD
Palm Valley Capital Investor (PVCMX)
12.24
0.00
(0.00%)
At close: 8:02:00 PM EDT
Fund Summary
To achieve its investment objective the fund invests primarily in a portfolio of small capitalization ("small-cap") 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 ("REITs"), 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 fund's cash position.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.12% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | -- |
Performance & Risk
| YTD Return | 0.41% |
| 5y Average Return | 6.17% |
| Rank in Category (ytd) | 1 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.12 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PVCMX | Category Average | PVCMX | Category Average | PVCMX | Category Average | |
| Alpha | -0.9 | -0.12 | 1 | -0.08 | -- | -0.07 |
| BETA | 0.12 | 0.01 | 0.15 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.4 | 0.01 | 0.48 | 0.01 | -- | 0.01 |
| R-squared | 41.92 | 0.78 | 36.07 | 0.72 | -- | 0.73 |
| Standard Deviation | 3.24 | 0.28 | 4.02 | 0.23 | -- | 0.2 |
| Sharpe Ratio | 0.04 | 0 | 0.73 | 0.01 | -- | 0.01 |
| Treynor Ratio | 0.65 | 0.06 | 19.86 | 0.09 | -- | 0.08 |
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