Palmer Square Ultra Short Fund Manager Performance Evaluation
| PSDSX Fund | USD 20.11 0.01 0.05% |
The fund holds a Beta of 0.0, which implies not very significant fluctuations relative to the market. the returns on MARKET and Palmer Square are completely uncorrelated.
Risk-Adjusted Performance
56 of 100
Weak | Strong |
Market Crasher
Compared to the overall equity markets, risk-adjusted returns on investments in Palmer Square Ultra Short are ranked lower than 56 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Palmer Square is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5000 |
Palmer |
Palmer Square Relative Risk vs. Return Landscape
If you would invest 1,987 in Palmer Square Ultra Short on September 23, 2024 and sell it today you would earn a total of 24.00 from holding Palmer Square Ultra Short or generate 1.21% return on investment over 90 days. Palmer Square Ultra Short is currently producing 0.0185% returns and takes up 0.0259% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Palmer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Palmer Square Current Valuation
Undervalued
Today
Please note that Palmer Square's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Palmer Square Ultra holds a recent Real Value of $20.58 per share. The prevailing price of the fund is $20.11. We determine the value of Palmer Square Ultra from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Palmer Square is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Palmer Mutual Fund. However, Palmer Square'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. | Historical | Market 20.11 | Real 20.58 | Hype 20.11 | Naive 20.11 |
The intrinsic value of Palmer Square's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Palmer Square's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Palmer Square Ultra Short helps investors to forecast how Palmer 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 Palmer Square more accurately as focusing exclusively on Palmer Square's fundamentals will not take into account other important factors: Palmer Square Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Palmer Square's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Palmer Square Ultra Short, and traders can use it to determine the average amount a Palmer Square'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 = 0.7141
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| PSDSX |
Based on monthly moving average Palmer Square is performing at about 56% 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 Palmer Square by adding it to a well-diversified portfolio.
Palmer Square Fundamentals Growth
Palmer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Palmer Square, and Palmer Square fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Palmer Mutual Fund performance.
| Total Asset | 64.88 M | ||||
About Palmer Square Performance
Evaluating Palmer Square's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Palmer Square has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Palmer Square has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in debt securities rated investment grade at time of purchase. Investment grade securities are those rated in the Baa3 or higher categories by Moodys, or in the BBB- or higher categories by Standard Poors, or Fitch or, if unrated by Moodys, SP, Fitch, or another NRSRO, determined by the funds advisor, to be of comparable credit quality.Things to note about Palmer Square Ultra performance evaluation
Checking the ongoing alerts about Palmer Square for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Palmer Square Ultra help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Palmer is showing solid risk-adjusted performance over 90 days | |
| The fund maintains about 23.65% of its assets in cash |
- Analyzing Palmer Square's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Palmer Square's stock is overvalued or undervalued compared to its peers.
- Examining Palmer Square's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Palmer Square's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Palmer Square's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Palmer Square's mutual fund. These opinions can provide insight into Palmer Square's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Palmer Mutual Fund
Palmer Square financial ratios help investors to determine whether Palmer 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 Palmer with respect to the benefits of owning Palmer Square security.
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